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First-Run Setup (Onboarding)

When MedRegia is launched for the first time — with no existing data — it automatically redirects to the onboarding wizard at /onboarding.

Onboarding welcome screen

What the Setup Does

The onboarding wizard creates two things in a single step:

  1. Your Pharmacy — the OwnPharmacy vendor record representing your own business
  2. Admin Account — the first administrator user who can log in and set up the rest of the team

Step-by-Step

Step 1: Pharmacy Details

Pharmacy registration form

Fill in your pharmacy's information:

FieldRequiredDescription
Pharmacy NameYour pharmacy's official business name
AddressPhysical address
PhoneContact number
EmailBusiness email address
Drug License NumberYour primary drug license number

Step 2: Admin Account

Admin account creation form

Create the administrator user:

FieldRequiredDescription
First NameAdmin's first name
Last NameAdmin's last name
EmailLogin email (must be unique)
PasswordSecure password — minimum 8 characters

Step 3: Complete

Click Complete Setup. The system will:

  • Create the pharmacy vendor
  • Create the admin user with full access
  • Log you in automatically
  • Show a prompt to load sample demo data

Demo data prompt

Choose Yes, load demo data to explore MedRegia with pre-loaded vendors, invoices, and transactions.

After Onboarding

Once setup is complete the onboarding page is no longer accessible.
The next step is to add your team members →.

TIP

The admin account created during onboarding has is_admin = true — this means it bypasses all permission checks and has full access to everything. Create additional staff accounts with appropriate roles for day-to-day use.

MedRegia — Pharmaceutical Vendor Management Platform