Setup checklist — the 7-step onboarding flow

For: all
Tier: free+
Time: ~6 min

Why you'd do this

After sign-up, ComplianceLint redirects you to a 7-step checklist until you skip or complete enough steps. The page is more than a tour — completion of specific steps unlocks features (e.g. the Profiling Wizard banner only appears AFTER step 3). Knowing what each step gates helps you decide which to prioritise vs. skip.

Before you start

Logged-in account (the page redirects unauthenticated users to sign-in)
Awareness that you can SKIP the checklist via "Skip for now" at the bottom — onboarding doesn't gate access to dashboard pages, it just suppresses the checklist redirect for return visits

Step 1

The full checklist:

Connect a repository — run cl_connect from your IDE; first repo paired completes this step
Run your first scan — cl_scan produces findings
Set risk classification — confirm or override the scanner's auto-classification (per repo)
Complete company profile — fill the Compliance Profile (legal name, address, country, etc.)
Fix a finding and re-scan — close one NC finding via evidence upload + re-scan to see it move to COMPLIANT
Complete a Human Gate questionnaire — fill at least one structured questionnaire (e.g. Art. 9)
Resolve your first finding — formally attest or close one finding via the action surface

Each row shows progress (gray circle → emerald checkmark) and expands to a how-to with a deep-link to the relevant page / MCP command.

01-the-7-steps

What you'll see: 7 numbered cards with chevron expanders. The first card ("Connect a repository") is auto-expanded for new accounts.

Step 2

By default, signing in redirects to /dashboard/getting-started until the account state crosses one of two thresholds:

At least 1 of 7 steps completed — redirect stops; user lands on /dashboard directly
"Skip for now" clicked — sets onboardingSkipped = 1 in the database; redirect stops permanently for that account

After the redirect stops, the checklist itself still lives at /dashboard/getting-started (linked from the user-menu). You can re-visit any time to complete remaining steps.

Skipping does NOT prevent feature use — every dashboard page remains accessible. The redirect is purely first-time-user guidance.

Step 3

Step 3 ("Set risk classification") is the only step that can be completed in TWO ways:

Accept scanner's classification — open the repo overview, click "Confirm classification" on the AI/Human risk banner. Marks human-classification = scanner-classification.
Override — open Repo Settings → Risk Classification, pick a different value. Either approach completes the step.

The step exists because regulator submission requires a HUMAN decision on classification — the scanner's verdict is evidence, not the legal classification. Confirming OR overriding both represent a human decision.

Step 4

Step 6 ("Complete a Human Gate questionnaire") is the most involved step — Human Gates Fill is Pro+. Free / Starter accounts see the step listed but the action shows an upgrade prompt; the step doesn't auto-complete on lower tiers.

Completion criterion: ANY one questionnaire submitted (not all questionnaires). Once you submit your first Human Gate, the step ticks even if other articles still have open questionnaires.

Most users start with Art. 9 (Risk Management) or Art. 14 (Human Oversight) since those are the highest-frequency high-risk obligations.

Step 5

"Skip for now" at the bottom — accepts that you're not going to complete the checklist this session. Sets the database flag; future sign-ins land on /dashboard directly.

"Reset onboarding" (Settings → Account, Pro+) — clears the skip flag + step completions for re-onboarding. Useful when showing the platform to a teammate or after a major UI rework. Does NOT delete data — only the onboarding state.

Implicit completion — the checklist watches your activity. If you complete a step's actual action (e.g. run cl_scan) without opening the checklist, the step still ticks the next time you visit /dashboard/getting-started.

What can go wrong

Completed cl_connect but step 1 still shows as not done — The checklist re-fetches state on page load, not real-time. Refresh the page — step 1 should tick. If still not ticked, check that cl_sync ran successfully after cl_connect (the dashboard sees your repo through the synced state, not the MCP-side .compliancelintrc directly).
Step 6 (Human Gate) won't complete even though I'm Pro and submitted Art. 9 — Step completion checks for at least one Human Gate submission with status Done (signed off). If you saved sections but didn't click "Submit for review" on the final section, the questionnaire is still "In progress" not "Done". Open the Tasks page → find Art. 9 → check status. "In progress" needs the Submit click to finalise.
Reset onboarding didn't bring back the redirect on next sign-in — Reset clears the skip flag AND step completions. If you're now signed back in and seeing /dashboard directly, your account state must already satisfy the "at least 1 step" threshold (e.g. you have a connected repo from before reset). The reset doesn't UN-DO the underlying actions, only the checklist state. To force the redirect, you'd have to also disconnect every repo, which is rarely worth it.

Last updated: 2026-04-30

Setup checklist — the 7-step onboarding flow

For: all
Tier: free+
Time: ~6 min

Why you'd do this

Before you start

Logged-in account (the page redirects unauthenticated users to sign-in)
Awareness that you can SKIP the checklist via "Skip for now" at the bottom — onboarding doesn't gate access to dashboard pages, it just suppresses the checklist redirect for return visits

Step 1

The full checklist:

Connect a repository — run cl_connect from your IDE; first repo paired completes this step
Run your first scan — cl_scan produces findings
Set risk classification — confirm or override the scanner's auto-classification (per repo)
Complete company profile — fill the Compliance Profile (legal name, address, country, etc.)
Fix a finding and re-scan — close one NC finding via evidence upload + re-scan to see it move to COMPLIANT
Complete a Human Gate questionnaire — fill at least one structured questionnaire (e.g. Art. 9)
Resolve your first finding — formally attest or close one finding via the action surface

Each row shows progress (gray circle → emerald checkmark) and expands to a how-to with a deep-link to the relevant page / MCP command.

01-the-7-steps

What you'll see: 7 numbered cards with chevron expanders. The first card ("Connect a repository") is auto-expanded for new accounts.

Step 2

By default, signing in redirects to /dashboard/getting-started until the account state crosses one of two thresholds:

At least 1 of 7 steps completed — redirect stops; user lands on /dashboard directly
"Skip for now" clicked — sets onboardingSkipped = 1 in the database; redirect stops permanently for that account

After the redirect stops, the checklist itself still lives at /dashboard/getting-started (linked from the user-menu). You can re-visit any time to complete remaining steps.

Skipping does NOT prevent feature use — every dashboard page remains accessible. The redirect is purely first-time-user guidance.

Step 3

Step 3 ("Set risk classification") is the only step that can be completed in TWO ways:

Accept scanner's classification — open the repo overview, click "Confirm classification" on the AI/Human risk banner. Marks human-classification = scanner-classification.
Override — open Repo Settings → Risk Classification, pick a different value. Either approach completes the step.

Step 4

Completion criterion: ANY one questionnaire submitted (not all questionnaires). Once you submit your first Human Gate, the step ticks even if other articles still have open questionnaires.

Most users start with Art. 9 (Risk Management) or Art. 14 (Human Oversight) since those are the highest-frequency high-risk obligations.

Step 5

"Skip for now" at the bottom — accepts that you're not going to complete the checklist this session. Sets the database flag; future sign-ins land on /dashboard directly.

What can go wrong

Completed cl_connect but step 1 still shows as not done — The checklist re-fetches state on page load, not real-time. Refresh the page — step 1 should tick. If still not ticked, check that cl_sync ran successfully after cl_connect (the dashboard sees your repo through the synced state, not the MCP-side .compliancelintrc directly).
Step 6 (Human Gate) won't complete even though I'm Pro and submitted Art. 9 — Step completion checks for at least one Human Gate submission with status Done (signed off). If you saved sections but didn't click "Submit for review" on the final section, the questionnaire is still "In progress" not "Done". Open the Tasks page → find Art. 9 → check status. "In progress" needs the Submit click to finalise.
Reset onboarding didn't bring back the redirect on next sign-in — Reset clears the skip flag AND step completions. If you're now signed back in and seeing /dashboard directly, your account state must already satisfy the "at least 1 step" threshold (e.g. you have a connected repo from before reset). The reset doesn't UN-DO the underlying actions, only the checklist state. To force the redirect, you'd have to also disconnect every repo, which is rarely worth it.

Last updated: 2026-04-30

Setup checklist — the 7-step onboarding flow

Why you'd do this

Before you start

Step 1

Step 2

Step 3

Step 4

Step 5

What can go wrong

Related

Setup checklist — the 7-step onboarding flow

Why you'd do this

Before you start

Step 1

Step 2

Step 3

Step 4

Step 5

What can go wrong

Related