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After your first sign-in, Oviond opens an Account Setup modal that asks for four things. The modal is blocking — you can’t click outside or press Escape to dismiss — but each step is one field, and the whole flow takes under a minute. Once you complete it, the account.onboarding flag flips off and the modal never appears again. You can always update the values later under Account and Company.

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The 4 steps

1

Full Name

“What should we call you?” — your name as it should appear throughout the app and in activity-log entries. Also shown on team member listings.
2

Company Name

“What is the name of your company?” — the agency name used on report headers, email footers, and shared links (unless overridden by white-label branding).
3

Website

“What is your company’s website?” — your agency’s URL. If you don’t include http:// or https://, Oviond adds https:// automatically. Shown on the accounts row and used for the default screenshot on your own company card.
4

Client Count

“How many clients do you report for?” — pick one: 1–5, 6–20, 21–100, or 100+. This isn’t a hard limit — it’s used for plan recommendations and to tailor onboarding emails.

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What happens next

When you click Get Started on step 4, Oviond:
  • Saves your name to Profile Settings.
  • Saves company name and website to Company.
  • Records the client-count bucket on your account.
  • Sets account.onboarding = false so the modal doesn’t show again.
  • Drops you on your Clients dashboard, ready to add your first client.

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Troubleshooting

  • The modal won’t dismiss — each step validates the field before you can advance. Fix any red inline error, then Continue becomes active.
  • Website rejected — it expects a simple domain (e.g. yourcompany.com). Leave off paths and trailing slashes.
  • The modal reappears on a different device — it follows the account, not the device. If you only partially completed it elsewhere, finish it on this device and it syncs.