Set up an organization

Source: docs/guides/admin/README.md
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A day-zero-to-week-one checklist for bringing a new organization from provisioning to a working, alert-covered workspace. Each row links the how-to that covers it.

Day 0 — provision#

Step Who How-to
1. Provision the organization: blueprint, default brand, domain layer Super admin Provision a new organization
2. Turn on LDAP/AD or white-label, if the customer needs either Super admin Set up LDAP/AD login, Enable white-label

Day 1 — organization settings#

Step Who How-to
3. Set members, roles and brand access Org owner/admin Organization settings
4. Confirm brands are named correctly for the customer Org owner/admin Organization settings

Day 1–2 — connect data#

Step Who How-to
5. Connect a marketplace (TikTok Shop, Shopee, Lazada) Org owner/admin Connect a marketplace
6. Connect marketing sources (GA4, Search Console, Google Ads, Meta Ads, TikTok Ads, Shopee Ads) Org owner/admin Connect marketing sources
7. Connect a Google Sheet, for marketing data or an organization dataset (HR, finance, warehouse) Org owner/admin Connect Google Sheets
8. Upload a file when no connector covers the source yet Org owner/admin Upload CSV or Excel files

Day 2 — validate#

Step Who How-to
9. Reconcile the first sync or upload against a source export Org owner/admin Data validation

Week 1 — AI and alerts#

Step Who How-to
10. Configure an AI provider and a failover connection, and scope the data assistant Org owner/admin Configure AI and the data assistant
11. Configure the morning brief's rule packs, thresholds and channels Org owner/admin Configure the morning brief and alerts

Optional#

Step Who How-to
Hide names before sharing a link outside the organization Org owner/admin Set up identity masking
Back up the organization before a large change Org owner/admin Back up and restore an organization