Initial Setup

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

1. Sign in as the Owner

If you bought a Starter or Pro plan through self-serve checkout, your account was created as the workspace Owner - confirm by checking the role badge in the bottom-left of the sidebar. For Enterprise and Custom deployments, TheContentForge provisions the first Owner during onboarding.

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 My Account > Social Connections to connect X for analytics and publishing (Instagram and Facebook support is coming soon).

3. Define your Brand Voice

Don't ship anything through Content Forge until Brand Voice 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. Invite your team

TheContentForge is invite-only - there is no request/approve queue. From Settings > Team Members:

• Enter each teammate's email and pick a role: Member, Editor, or Admin (see User Roles)
• Existing accounts are added immediately; new users receive an email invitation
• Track unaccepted invitations in the Pending Invites panel

See Managing Users & Roles for the full flow.

5. Establish the weekly cadence

Pick someone (usually an Editor) to own the Monday upload of analytics through Data Ingestion. The Dashboard and Patterns both depend on fresh data, and connected profiles can supplement manual uploads through My Account > Social Connections.

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.