The onboarding wizard

When you sign up for Wisteria, the onboarding wizard walks you through six steps to configure your workspace. Skipping is intentionally disabled — every step needs at least a minimal answer before the workspace is functional.

Total time: about 15 minutes if you have your basic info (company name, departments, who’ll be a content manager) ready in advance.

Step 1 — Workspace

• Company name — appears on certificates, emails, and the admin sidebar header.
• Workspace slug — appears in URLs (yourcompany.getwisteria.com if you have a custom domain; otherwise visible inside Wisteria). Lowercase, no spaces. You can change this later but it’ll break any saved URLs.

Step 2 — Departments

Add the departments you’ll deliver training to.

The wizard prefills an “Executive” department and marks it required — most organisations want at least one leadership-tier department. You can rename it, but you can’t have zero departments.

Add as many more as you need. Common starting points:

• Single-function companies — just “Staff” or “Everyone” + Executive.
• Functional orgs — Operations, Finance, Sales, Customer Service, Engineering, etc.
• Multi-site orgs — by site (Bangkok, Singapore, etc.) if training varies by location.

You can always add or rename departments later from Settings → Departments.

Step 3 — Workflow

Pick a default approval workflow template:

• Single Approver — one content_manager reviews. Default for most starting orgs.
• Peer Review — two content_managers review in sequence. Good for medium-stakes content.
• Compliance Triple Sign-off — content_manager → auditor → super_admin. For regulated environments.

Whatever you pick can be customised or replaced later from Approvals → Workflow. This step is about getting a working chain in place; you don’t need to commit forever.

Step 4 — Tags

Wisteria seeds a starter tag taxonomy. Accept it, edit it, or replace it. A typical starter:

• onboarding
• safety
• compliance
• customer-service
• product-knowledge

Tags do double duty in Wisteria — they trigger approval workflows AND carry recertification policy (roadmap). Don’t skip this step thinking they’re optional; courses can’t be submitted without a tag.

See Tags for the full mental model.

Step 5 — Invite people

Add your first colleagues. Two role lanes:

• Content managers — they’ll review approvals.
• Trainers — they’ll author courses. Each trainer is assigned to one department.

You can skip this and add people later from Users, but the workspace is more useful with at least one trainer and one content_manager.

Learners can be bulk-uploaded from .xlsx later — the wizard focuses on the small core team you need to get authoring started.

Step 6 — Integrations + IT handoff

The big one. This is what makes Wisteria different.

Wisteria’s AI ambient watcher scans your team’s existing documents and proposes training courses. To enable it, you connect your team’s productivity suite:

• Microsoft 365 (Global Administrator grants admin consent)
• Google Workspace (super admin authorises Domain-Wide Delegation)
• Lark / Feishu (admin creates a self-built app)

Two paths:

• Set up yourself — if you’re also your tenant’s IT admin.
• Send a magic link to your IT admin — they complete setup from a one-time link without needing a Wisteria account.

If your IT admin isn’t reachable right now, you can finish the wizard and come back to integrations later from Settings → Integrations. The workspace will be functional without an integration, you’ll just be authoring content manually instead of having the watcher propose it.

After the wizard

You land on the admin home. The first thing you’ll see:

• A welcome message
• Stat cards (mostly zeros — no content yet)
• A “Get started” panel pointing you to create your first course

If you invited a trainer in step 5, they’ll get a welcome email with a temporary password. Once they sign in and set their real password, they can start authoring.