First Login & Setup Wizard

First Login & Setup Wizard#

After installation, open https://yourdomain.com/admin/login in your browser and sign in with the default credentials (or the account you created during the web installer).

[!WARNING] If you used the CLI installer, the default credentials are admin@example.com / password. Change them before doing anything else.

Setup Wizard Steps#

The setup wizard runs automatically on first login. You can also re-run any step later from the Settings menu.

Step 1 — Company Information#

Fill in your company's details. These appear on invoice PDFs and email footers.

• Company name
• Address (street, city, state, postcode, country)
• Phone number
• VAT / Tax ID (optional)
• Website URL

Step 2 — Default Currency#

Select your primary billing currency. Clients will use this currency by default; you can add more later under Admin → Settings → Currencies.

Step 3 — Branding#

• Upload your company logo (shown in the client portal nav and invoice PDFs)
• Set your accent colour (hex value — drives button and highlight colours across the portal)
• Set the portal name (shown in the browser tab and portal header)

Step 4 — Payment Settings#

If you plan to accept card payments immediately, add your Stripe keys:

• STRIPE_KEY (publishable)
• STRIPE_SECRET
• STRIPE_WEBHOOK_SECRET

You can skip this step and add keys later at Admin → Settings → Payment Gateways.

Step 5 — Email Settings#

Configure your outbound SMTP connection:

Use the Send Test Email button to verify delivery before leaving this step.

Creating Your First Staff Account#

After the wizard, create a real staff account for day-to-day use:

1. Go to Admin → Staff → New Staff Member.
2. Enter name, email, and a strong password.
3. Assign the super_admin role if this is a personal install.
4. Save — the new account receives a welcome email.

Then log out, log back in with the new account, and delete or disable the admin@example.com seed account.

Admin Dashboard Layout#

Once inside, the sidebar is organised into these sections:

[!TIP] Bookmark /admin directly — the dashboard shows at-a-glance stats: open invoices, unpaid revenue, pending tickets, and services due for renewal this week.

Next Steps#

• Branding & Appearance
• Currencies
• Staff Roles & Permissions