> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is a B2B AI control platform for growing teams (30-250 people). Use British English (organisation, not organization).
> Describe only what Hebno supports today. If unsure, say so.
> Spend limits use the organisation display currency in the app.
> Start with /index and /getting-started/quickstart for Hebno orientation.

# Onboarding

> How the workspace setup wizard works, including branching for invitations and incomplete organisations.

When you sign in without a ready workspace, Hebno sends you to **Set up workspace**. The wizard creates your organisation, first team, and display currency before you can use chat.

## Step order

The wizard follows this sequence:

| Step            | What you do                                                                                          |
| --------------- | ---------------------------------------------------------------------------------------------------- |
| **Invitations** | Join an existing organisation or choose to create a new workspace (only if you have pending invites) |
| **Profile**     | Enter your full name as it appears to teammates                                                      |
| **Workspace**   | Company name, billing email, country, EU data residency preference                                   |
| **Team**        | Name your first team (creates the organisation and your membership)                                  |
| **Currency**    | Choose display currency for budgets and reports                                                      |
| **Invite**      | Optionally invite teammates by email; you can skip                                                   |

## Where you start

Hebno picks your starting step automatically:

* **Pending invites, no membership** - starts at **Invitations**
* **No invites, no membership** - starts at **Profile**
* **Membership exists but onboarding incomplete** - starts at **Invite** (workspace already created)

## Invitations step

If a colleague invited you:

1. Review pending invitations.
2. **Join** to accept into their organisation, or **Create a new workspace** to start fresh.

Accepting an invite skips workspace and team creation. You inherit the organisation's existing settings.

## Workspace step

| Field             | Purpose                                                      |
| ----------------- | ------------------------------------------------------------ |
| Company name      | Shown in the sidebar and admin shell                         |
| Billing email     | Used for subscription and billing correspondence             |
| Country           | Organisation locale and compliance context                   |
| EU data residency | Records your preference for EU-hosted processing at creation |

## Team step

Creating your first team also creates the organisation and assigns you as **owner**. You can add more teams later under **Admin → Teams**.

## Currency step

Display currency affects how limits and reports are shown. It does not change underlying usage amounts already recorded.

Supported currencies follow your organisation's configuration during onboarding.

## Invite step

Invite teammates by email. You can assign a team and role (member or admin). Skipping this step still completes onboarding.

When onboarding finishes, Hebno redirects you to chat.

## Accepting invites outside the wizard

Invitation links open in Hebno when you are signed in. The page handles:

* Invalid or expired tokens
* Email mismatch (signed-in user differs from invitee)
* Successful accept into the organisation

After accepting, complete any remaining profile steps if required.

## Troubleshooting

| Issue               | What to check                                        |
| ------------------- | ---------------------------------------------------- |
| Stuck in onboarding | Ensure workspace, team, and currency steps completed |
| Invite not visible  | Confirm the invite was sent to your exact email      |
| Wrong organisation  | Sign out and accept the correct invite link          |

See [FAQ](/docs/help/faq) for more common issues.