Skip to content

Add organization onboarding wizard in console - #1618

Draft
gearnode wants to merge 1 commit into
mainfrom
cursor/org-onboarding-wizard-bd82
Draft

Add organization onboarding wizard in console#1618
gearnode wants to merge 1 commit into
mainfrom
cursor/org-onboarding-wizard-bd82

Conversation

@gearnode

@gearnode gearnode commented Aug 3, 2026

Copy link
Copy Markdown
Contributor

Summary

Adds an unlisted organization onboarding wizard at /organizations/:organizationId/onboarding for peer / new org setup.

  • Steps: SCIM → access review connectors → Probo agent → MCP instructions → congrats
  • UX: Learn panel (copy + animated SVG illustrations), Do panel (embedded existing flows), Do this later on each integration step
  • Persistence: Integration “done” comes from GraphQL; deferrals are session-only (in-memory context, no backend / no localStorage)
  • Entry: Redirect after Create organization to ?welcome=1; same URL is shareable (not linked from nav)
  • Layout: hideSidebar focused layout; employees and auditors are redirected away
  • Spec: contrib/claude/onboarding.md

Test plan

  • Create a new organization → lands on onboarding step 1 (SCIM)
  • Connect SCIM (IdP or manual) → Continue enables; stepper shows complete
  • Do this later advances without marking complete; congrats lists pending items
  • Add access review source; register a device; MCP step Continue → congrats
  • Open /organizations/:id/onboarding directly when integrations already done → congrats
  • Employee role cannot access wizard (redirect to employee portal)
Open in Web Open in Cursor 

Summary by cubic

Adds an unlisted organization onboarding wizard at /organizations/:organizationId/onboarding with a focused layout and stepper. New orgs redirect here to guide setup through SCIM, access review connectors, device agent, and MCP instructions.

App: console +1863 -1

  • New onboarding route and focused layout (hideSidebar), plus loaders and Relay queries.
  • Step flow: SCIM → access review → agent → MCP → congrats; session-only “Do this later”.
  • Embedded flows: SCIM connectors/credentials, add access review source, register device; links to Settings.
  • Access control: employees → employee portal; auditors → measures.
  • Creation redirect: after creating an org, navigate to /onboarding?welcome=1. Added i18n (en-US, fr-FR) and illustrations.

Agents +58 -0

  • Added contrib/claude/onboarding.md documenting the wizard steps, UX, deferrals, access, and deep links.

Other +1 -0

  • Linked the onboarding doc from AGENTS.md.

Written for commit 0c1e976. Summary will update on new commits.

Review in cubic

Unlisted /organizations/:id/onboarding flow with SCIM, access
review, agent, MCP, and congrats steps. Learn panels, session-only
deferrals, hideSidebar layout, and redirect after create org.
Document behavior in contrib/claude/onboarding.md.

Signed-off-by: Cursor Agent <cursoragent@cursor.com>

Co-authored-by: Bryan FRIMIN <bryan@frimin.fr>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants