Steve Docs

JA

How-To Guides

How to Complete Your Profile Setup

Fill out your job position and team size to personalize your Steve experience

Steve Documentation Team
onboardingprofilesetup

Overview

After creating your account, complete your profile by selecting your job position and team size. This helps Steve customize your experience.

Access the Setup Page

After email verification, you'll automatically land on /setup.

TODO: Screenshot of setup page with "Welcome to Steve" and "Let's get to know you better" text

Caption: Initial setup page welcoming new users

Select Your Job Position

Step 1: Open Job Position Dropdown

Click the Job Position field.

TODO: Screenshot showing job position dropdown selector with placeholder "Select a position"

Caption: Job position dropdown in its default state

Step 2: Choose Your Position

Available options:

  • Product Manager
  • Product Marketing Manager (PMM)
  • Chief Product Officer (CPO)
  • Chief Marketing Officer (CMO)
  • Sales Enablement
  • Sales Manager
  • RevOps
  • Engineering Manager
  • Software Engineer
  • Designer
  • Others

TODO: Screenshot of expanded dropdown menu showing all 11 job position options

Caption: All available job positions in the dropdown menu

Custom Position

If you select Others, a text input appears.

TODO: Screenshot showing the "Others" option selected with text input field below asking to "Specify Your Position"

Caption: Custom position text input field that appears when "Others" is selected

Enter your custom job title and proceed.

Choose Your Team Size

Select from 5 options:

  • 1-5 members - Small team or individual
  • 6-10 members - Growing team
  • 11-25 members - Medium team
  • 26-50 members - Large team
  • 50+ members - Enterprise team

TODO: Screenshot of team size dropdown showing all 5 size options

Caption: Team size dropdown with all size ranges

Submit Your Profile

After selecting both fields, click Continue.

TODO: Screenshot showing completed form with both fields filled and Continue button highlighted

Caption: Completed setup form ready for submission

Expected Outcome

✅ Profile saved with job position ✅ Team size recorded ✅ Redirected to organization creation

Troubleshooting

Can't submit?

  • Ensure both Job Position and Team Size are selected
  • If "Others" is selected, enter a custom position

Wrong selection?

  • You can update your profile later in Settings

Next Steps