OpenProject is the leading open source project management software.
You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
 
 
 
 
 
 
openproject/docs/system-admin-guide/initial-setup/README.md

37 lines
3.0 KiB

---
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 |
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 |