Your First Time on Theator — Onboarding Guide – Theator

Welcome to Theator

When you log in to Theator for the first time, you will be guided through an onboarding wizard that helps you set up your account and introduces you to the platform's key features. This guide walks you through what to expect so you feel confident navigating Theator from day one.

The Onboarding Wizard

After signing in with your credentials, the onboarding wizard will launch automatically. It consists of several short steps designed to get you up and running quickly.

Step 1: Welcome

The first screen welcomes you to Theator and provides a brief overview of what the platform offers. You will see a summary of the main capabilities, including surgical video review, AI-powered insights, performance analytics, and collaboration tools.

Step 2: Profile Setup

Next, you will be asked to complete your profile:

Confirm your name as it should appear across the platform.
Upload a profile photo (optional but recommended for team collaboration).
Verify your email address to ensure you receive notifications.

Step 3: Specialty Selection

You will select your surgical specialty and primary procedure types. This information helps Theator personalize your experience by:

Showing relevant cases and analytics on your homepage
Tailoring AI insights and best practices to your specialty
Configuring your Performance Profile with the right benchmarks

You can update your specialty later in your settings if needed.

Step 4: Tour of Key Features

The wizard provides a guided tour highlighting the main areas of the platform:

Homepage — Your personalized dashboard with recent cases and key metrics
Cases — Where you find, search, and review your surgical recordings
Surgical Excellence — Best practices, quality initiatives, and department analytics
Performance Profile — Your personal analytics dashboard
AI Assistant — Conversational AI for exploring your surgical data

Each area is briefly explained so you know where to go when you need something.

Step 5: Recording Preferences

Finally, you will set your recording preference:

Opt in to have your cases recorded automatically when you are the primary surgeon
Opt out if you prefer not to be recorded by default

This preference applies across all operating rooms where Theator is installed and can be changed at any time from your settings.

After Onboarding

Once you complete the wizard, you will land on your homepage. From here, you can:

Browse your recent cases
Explore the sidebar navigation to access different sections
Open the AI Assistant to ask questions about the platform or your data

Tips for Getting the Most Out of Theator

Explore at your own pace. Click through the sidebar tabs to familiarize yourself with each section.
Review your first few cases to see how the AI timeline and insights work.
Check your Performance Profile after you have a few cases to see your initial metrics.
Ask the AI Assistant if you have questions — it can help you find features and understand your data.
Update your settings anytime by clicking your profile icon in the sidebar.

Welcome aboard. Theator is designed to help you learn from every case and continuously improve your surgical practice.

What's Next?

Case page Overview — Start reviewing your surgical cases
Getting Started with the AI Assistant — Ask questions about your data and the platform
Performance Profile — View your personal analytics