Guided Setup Journey
How are we improving the product?
New Moveworks admins can now follow a guided journey from the Moveworks Setup Overview page. Instead of navigating the platform without a clear starting point, admins receive an organized sequence of foundational setup activities with the context and resources needed to get started.
The Getting Started guide helps admins understand what to configure, how long each activity may take, and where to find detailed guidance—making initial setup easier to navigate and reducing uncertainty during onboarding.
How does it work?
- Admins in organizations that are still onboarding see a Getting started? banner on the Moveworks Setup Overview page.
- Opening the guide displays the recommended setup journey organized into sections and steps.
- Each step includes a description, an estimated completion time, and a link to relevant documentation.
- Admins can select Start to go directly to the appropriate configuration area in Moveworks Setup.
- Section navigation helps admins move through the journey and understand the broader setup process.
Licensing restrictions
This capability is available to customers with access to Moveworks Setup. Users must have the appropriate administrative permissions to access and complete configuration activities.
Technical restrictions
- The Getting started? banner is shown only for organizations that are in the onboarding stage.
- The guide does not currently track or display completion status for individual setup steps.
- The guide provides recommended navigation and resources; the exact configuration work and prerequisites vary by organization and integration.
Documentation
Learn more about the guided setup journey in the Moveworks Setup Getting Started Guide.