Onboarding Checklist All Users

New to Nucleus? Work through these steps to get oriented.

Getting Started

• Accept your invitation and set a password. Check your email for the invite link. Click it, create a strong password, and log in.

• Explore the Dashboard. Click Dashboards in the sidebar. Open a dashboard and browse the tabs to see your data.

• Try the AI chat. Press Cmd+K (or Ctrl+K on Windows) and ask a question like “What was total revenue yesterday?” The AI responds with a chart or table.

• View a report. Click Reports in the sidebar. Open any available report to see a generated analysis.

• Check your profile settings. Go to Settings > Profile. Verify your name is correct and set your preferred theme in Appearance.

What’s Next

Once you are comfortable with the basics:

• Viewers: Learn to read dashboards and use the chat effectively.
• Analysts: Start building dashboards and analyzing data.
• Admins: Set up your team by inviting users and managing workspaces.