# Setup Wizard (First Login)

The Setup Wizard appears the first time a company owner logs into Carrier. It guides them through three essential steps to get started: Company Info, Configuration, and Payroll Setup.

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### When It Appears

* Automatically triggered after company registration is completed
* Displayed **only once** to the user who created the company
* Can be re-accessed later via a shortcut on the dashboard (if setup is incomplete)

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### Steps in the Wizard

1. **Basic Company Info**
   * Add company name, address, and logo
   * Optionally upload MC/DOT numbers and EIN
2. **Additional Configuration**
   * Set up company preferences (timezone, dispatch format)
   * Enable or disable optional modules (e.g. factoring, IFTA, divisions)
3. **Payroll Setup**
   * Define initial payroll rules
   * Select pay types per department (e.g. mileage, commission, flat rate)
   * Can be inherited or customized later

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### Behavior

* Navigation is locked; user must complete each step before continuing
* Progress is saved automatically between steps
* If skipped or exited, the user can return to complete it later

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<figure><img src="/files/S6Mfwwp1wIJbCI8j9fb5" alt=""><figcaption><p><em>Figure: Three-step Setup Wizard shown at first login for company owners.</em></p></figcaption></figure>

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### Notes

* All settings from the wizard can be updated later under **Company Settings**
* Payroll setup defined here will apply as the default for all divisions unless overridden
* This flow ensures that every company begins with required foundational data

> ✅ Tip: Keep the setup quick and focused—admins can refine details later in the full settings panel.


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