OpenProject is the leading open source project management software.
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openproject/docs/system-admin-guide/initial-setup/README.md

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Expanding documentation (#9091) * changed screenshots for projects chapter * changed screenshots in gantt chart chapter * moved "aggregation by project" from work packages to Gantt chart chapter * changed some links * move reference to Excel sync out of Gantt chart chapter * small changes * add initial setup section for administrators to documentation Idea and main content from @ivangriggs Co-Authored-By: ivangriggs <77022874+ivangriggs@users.noreply.github.com> * smaller improvements to docs * improve documentation of manual and automatic scheduling mode * small improvements in docs * small changes * adding section for search options in OpenProject * move section about hourly rate defintion to system admin guide * formatting changes * explaining assignee filter options * change section header to make it detectable when searching for "projects overview" * clean up table of contents, make titles consistent, remove excessive space characters, etc. * update screenshots * changes to project overview docs * add screenshot for search bar * make info about aggregation of changes in activity and notifications easier detectable * small improvements * add info about non member and anonymous role * changes/additions * small changes * add additional options to access context menu * add sum feature for work package list to docs and change screenshot * add/improve info about email notifications * link fixes (necessary due to structural changes in documentation) * working in review comments * changes for time tracking activities * change screen shots for wiki - more functions section * change screenshots and improve description for meetings * improve detectability of mention feature * move FAQ in authentication * add how to reset password * improve explanation on how to un-archive projects * mention Mattermost integration * small correction
4 years ago
---
sidebar_navigation:
title: Initial setup
priority: 999
description: Getting started as an system administrator in OpenProject
robots: index, follow
keywords: initial setup, initial configuration in frontend
---
# Initial setup of OpenProject for administrators
This section will guide you through some basic recommendations for setting up your OpenProject instance as a system administrator and for preparing it for its users.
For the backend setup and initial technical configurations for on-premise editions please have a look at the [respective section](../../installation-and-operations/installation/packaged/#initial-configuration) in the installation guide.
Before adding users we recommend to check and configure the following topics:
| Topic | What to set up |
| ---------------------------------------------------------------- | :----------------------------------------------------------- |
| [Language settings](../system-settings/display-settings/) | Languages, time and date formats, display options |
| [User settings](../users-permissions/settings/) | Default user settings, user deletion, user consent |
| [Roles and permissions](../users-permissions/roles-permissions/) | What users can do (Roles) and the permissions for those roles |
| [User groups](../users-permissions/groups/) | Create groups that are linked to projects, with a role, and users |
| [Avatars](../users-permissions/avatars/) | Allow users to upload their photo or Gravatar |
| [General settings](../system-settings/general-settings/) | Set host name, protocol and welcome text |
| [Authentication](../authentication/) | Set up authentication methods for users |
| [Announcements](../announcement/) | Set an announcement to be shown to users on login |
| [Start page](../../user-guide/start-page) | Set up the home page, shown after login |
Expanding documentation (#9091) * changed screenshots for projects chapter * changed screenshots in gantt chart chapter * moved "aggregation by project" from work packages to Gantt chart chapter * changed some links * move reference to Excel sync out of Gantt chart chapter * small changes * add initial setup section for administrators to documentation Idea and main content from @ivangriggs Co-Authored-By: ivangriggs <77022874+ivangriggs@users.noreply.github.com> * smaller improvements to docs * improve documentation of manual and automatic scheduling mode * small improvements in docs * small changes * adding section for search options in OpenProject * move section about hourly rate defintion to system admin guide * formatting changes * explaining assignee filter options * change section header to make it detectable when searching for "projects overview" * clean up table of contents, make titles consistent, remove excessive space characters, etc. * update screenshots * changes to project overview docs * add screenshot for search bar * make info about aggregation of changes in activity and notifications easier detectable * small improvements * add info about non member and anonymous role * changes/additions * small changes * add additional options to access context menu * add sum feature for work package list to docs and change screenshot * add/improve info about email notifications * link fixes (necessary due to structural changes in documentation) * working in review comments * changes for time tracking activities * change screen shots for wiki - more functions section * change screenshots and improve description for meetings * improve detectability of mention feature * move FAQ in authentication * add how to reset password * improve explanation on how to un-archive projects * mention Mattermost integration * small correction
4 years ago
If required, especially for on-premises versions, it might make sense to have a look at these sections, too:
| Topic | What to set up |
| ------------------------------------------------------------ | :----------------------------------------------------------- |
| [Configure outbound emails](../../installation-and-operations/configuration/outbound-emails/) | Set up SMTP on the server to send email |
| [Configure incoming emails](../../installation-and-operations/configuration/incoming-emails/) | Receiving email by the server |
| [Email configuration](../email/) | Set up email notifications, email provider and incoming email |