====== Step 1 — Initial Platform Setup ======

===== Configure Email =====

Before inviting any users, configure the outbound email server so that welcome emails and password resets work.

  - Navigate to **Admin → System Settings**
  - Under //Email Configuration//, enter your SMTP server details:
    * Server hostname, port (587 for TLS), and protocol
    * SMTP username and password
    * From address (e.g. ''noreply@yourdomain.com'')
  - Click **Save** then **Send Test Email** to verify delivery

If you don't have an SMTP server, services like SendGrid, Mailgun, or Amazon SES work well. Use port 587 with TLS.

===== Create Your Organisation =====

An Organisation is the container for all your users, courses, and content.

  - Navigate to **Admin → Associations → Create**
  - Choose type: **Organisation**
  - Enter a name (e.g. "Acme Learning") and description
  - Click **Create** — you are automatically the organisation owner

Keep a note of the organisation's **ref** (the short code in the URL) — you'll use it to add members and link content.

===== Set Your Site Name =====

  - **Admin → System Settings → Site Name** — this appears in the browser tab and outbound emails
  - Set your default language if not English

===== Check Your Admin Account =====

  - Navigate to **Admin → Users → Your profile**
  - Confirm your name, email, and security level (must be 3 for admin access)
  - Set up [[admin:security|MFA]] now if your policy requires it

===== Next Step =====

[[guide:users|Step 2 — Add Your Users →]]