How to use the Setup steps at the top of Home
Short answer: The strip at the top of Home shows Setup N of M and the next step. Choose Show steps to see the steps for your account, your workspace, your organization and billing, each with a button to the exact page. Steps tick themselves when done; you can Skip this or hide the strip and bring it back from the account menu (Setup and getting started).
Verified for PVology 0.49.0 · updated 2026-10-10
Steps
- Open Home. The strip shows Setup N of M and Next: the next step. Choose Show steps.
- Each step has a button to the page that completes it, for example Turn on (two-step sign-in), Open profile, Add logo, Invite, Review (organization Policies), Open licences or Confirm (billing details).
- Choose Skip this for a step you do not need; it moves to Skipped and can be brought back with Bring back.
- To hide the strip, choose Hide setup. Bring it back any time from your account menu: Setup and getting started.
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