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Lynx Council - Setup Wizard / Onboarding

In-app onboarding wizard for new municipalities. 10-step kanban that walks new clerks from "I just installed this" to "ready for the first Council meeting", with auto-detected step status.

lynx_council_onboarding · v19.0.1.0.0 · Premium

What this solves

Lynx Council - Setup Wizard

Guided 10-step onboarding kanban for municipalities adopting Lynx Council Meetings - so a new clerk reaches "first council meeting" without hunting through five settings menus.

Adopting a meeting platform end to end (wards, council members, call permissions, public Drupal feed, RFP-deadline data, agenda templates) crosses many configuration screens. This wizard surfaces the work as a kanban with auto-detected step status: "3 of 8 council members added", "Wards defined", "Public feed working". Each step opens the right form with one click.

Key Features

  • 10 onboarding steps - grouped by Identity / People / Meetings / Public Portal / Operations.

  • Auto-detected status - each step queries the relevant model on display so the kanban refreshes without manual ticking.

  • One-click jumps - the action button opens the exact form the step needs.

  • Progress hints - per-step counts so the team sees partial progress.

  • First-screen placement - sequence=1 under Council so new clerks land here first.

  • Demo-friendly - shows how the platform stands up in 30 minutes during RFP presentations.

Integrates With

  • lynx_council_meetings and the rest of the council suite.

Try Lynx Council - Setup Wizard / Onboarding on your team.

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