# Initial Setup

This is the checklist for an admin standing up a fresh organization on TheContentForge.

### 1. Sign in as the first admin

Your account should be created and assigned the **admin** role by TheContentForge staff during onboarding. Confirm by checking the role badge in the bottom-left of the sidebar.

### 2. Configure org-level settings

Open **Settings** and set:

* **Org name and identity** - what shows in the sidebar header
* **Approval workflow** - whether posts need approval before publishing, if your plan includes it
* **Optional integrations** - any tailored integrations available to your org

Use [Social Connections](/thecontentforge-docs/feature-guides/social-connections.md) to connect X, Instagram, and Facebook accounts for analytics and publishing.

### 3. Define your Brand Voice

Don't ship anything through Content Forge until [Brand Voice](/thecontentforge-docs/feature-guides/brand-voice.md) is dialed in. Take 15 minutes to:

* Write 2-3 sentences describing your voice
* Add 3-5 example posts that represent your brand at its best
* List forbidden phrases and tone constraints

### 4. Approve your team

As people request access:

* Go to **Users**
* Approve pending requests
* Assign each user a role: Member, Editor, or Admin (see [User Roles](/thecontentforge-docs/getting-started/user-roles.md))

### 5. Establish the weekly cadence

Pick someone (usually an Editor) to own the Monday upload of analytics through [Data Ingestion](/thecontentforge-docs/feature-guides/data-ingestion.md). The Dashboard and Patterns both depend on fresh data, and connected profiles can supplement manual uploads through [Social Connections](/thecontentforge-docs/feature-guides/social-connections.md).

### 6. Tell the team

Share the login URL, the GitBook docs link, and the in-app FAQ. Let people know who their Admin is for support.


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