beginner10 minutes
Dashboard Onboarding
Complete your onboarding checklist to get the most out of Tenders-SA
Overview
When you first log in to Tenders-SA, your dashboard includes an onboarding checklist that guides you through setting up your account for the best experience. Completing the checklist ensures you get accurate tender matches and can start applying immediately.
The Onboarding Checklist
The checklist appears at the top of your dashboard and tracks your progress through key setup steps:
1
Complete Your Profile
Fill in your company details using the Company Profile Builder wizard. This powers the AI matching engine.
2
Upload Documents
Add your B-BBEE certificate, tax clearance, and company registration to your Document Vault.
3
Set Your Preferences
Configure which industries, provinces, and tender types you're interested in.
4
Run Readiness Assessment
Check your compliance status with the Readiness Assessment tool.
5
Explore Matched Tenders
Browse tenders that match your profile and start your first application.
Progress Tracking: The checklist shows a visual progress indicator. Each completed step updates in real-time.
Empty States
When dashboard sections have no data yet, you'll see contextual prompts guiding you to take the next step. For example:
- No matched tenders: Prompt to complete your profile
- No applications: Prompt to browse tenders
- No documents: Prompt to upload your first document
- No notifications: Prompt to configure notification preferences
- No matched tenders: Prompt to complete your profile
- No applications: Prompt to browse tenders
- No documents: Prompt to upload your first document
- No notifications: Prompt to configure notification preferences
Activation Progress
Your dashboard shows an activation progress indicator that tracks how "ready" your account is:
- Getting Started: Just created your account
- Profile Complete: Company profile filled in
- Documents Uploaded: Key documents in your vault
- Ready to Bid: All onboarding steps complete
- Getting Started: Just created your account
- Profile Complete: Company profile filled in
- Documents Uploaded: Key documents in your vault
- Ready to Bid: All onboarding steps complete
Skipping Steps
You can skip onboarding steps and complete them later, but we recommend completing all steps before your first application. Incomplete profiles lead to poor tender matches.
After Onboarding
Once you complete the checklist:
1
Dashboard Focuses on Content
The onboarding checklist disappears and your dashboard shows matched tenders, activity, and quick actions
2
AI Matching Begins
With a complete profile, the AI matching engine starts finding relevant tenders
3
Notifications Start
You'll receive alerts for new matches, deadline reminders, and application updates
Need Help?: Use the AI Assistant in your dashboard to ask questions about any onboarding step.