When you first sign in to the admin panel, a setup checklist tracks the essentials: branding, email delivery, payments, and your first course and product. Finishing it means your platform can take payments and send branded emails under your own name.
Where to find it
In the top bar of the /admin panel you will see a small progress ring labeled "Setup" with a percentage (for example, "Setup · 60%"). Click it to open the checklist. Each row shows a check mark when done; incomplete rows show a short description and a "Set up" link that takes you to the right settings page. When everything is done, the pill turns green and reads "Setup complete".
The pill only appears if your account has permission to manage platform settings. The counter refreshes about once a minute and whenever you return to the tab, so a just-finished step may take a moment to tick off.
The nine steps, in order
- Set your tenant name. Give your platform a public-facing display name under Settings > Branding. The step counts as complete once a real name is set; a leftover placeholder name does not count.
- Upload your logo. Replace the placeholder logo with your own brand mark, also under Settings > Branding (there are separate slots for light and dark backgrounds; the light-background logo completes this step).
- Pick brand colors. Set your primary color in Settings > Branding so buttons and accents across the storefront and emails match your brand.
- Configure email sender. Set the From name and From address used on transactional emails, in the Sender section of Settings > Email. Both fields must be filled in.
- Connect email delivery. Choose a delivery provider (SMTP or SendGrid) in Settings > Email and prove it works by using Send test email. The step completes only after a test email is actually delivered successfully, not just after saving the settings.
- Enable reCAPTCHA protection. reCAPTCHA v3 guards your registration, contact, and support forms against bots. The step completes when reCAPTCHA is enabled with both the site key and the secret key saved. This area is managed by your platform provider on your behalf, so if the step stays incomplete, contact them through support to have reCAPTCHA enabled for your site.
- Connect Stripe. Add your Stripe secret key under Settings > Stripe so you can take payments for courses and products. Keys are validated against Stripe when you save them, and the payment webhook is registered for you automatically. See the rules for test versus live mode below.
- Create your first course. Add a course under Courses so learners have something to enroll in. See /knowledge/tenant/courses-and-content.
- Create your first product. Add something sellable: the step completes when your platform has at least one product or one event. See /knowledge/tenant/commerce.
Steps 1 through 7 are configuration; steps 8 and 9 are content. You can do them in any order, but the checklist is arranged so that by the time you publish your catalog, purchases and emails already work.
Why did this happen?
Why did "Connect email delivery" become unchecked after I edited my provider settings?
Saving any change to the delivery provider resets the verification on purpose, because new credentials have not been proven to work yet. Use Send test email again; the step re-completes as soon as a test message goes through.
Why does the Stripe step stay incomplete even though I saved my keys?
It depends on which mode your platform is in. In test mode, having any Stripe secret key saved is enough. In live mode, you need a live secret key and your Stripe account must be enabled for charges. If Stripe has not finished activating your account (for example, business verification is pending), the step stays open until charges are enabled on Stripe's side.
Why is "Set your tenant name" incomplete when a name is clearly showing?
The default placeholder name does not count as completing the step. Set a public-facing display name in Settings > Branding, or rename the platform away from the placeholder.
Does my first course have to be published to count?
No. The step completes as soon as a course exists, even in draft. Learners only see it once it is published, though, so draft status just means the checklist is ahead of your storefront.
I finished a step but the percentage has not moved. Is it broken?
Probably not. The checklist result is cached briefly and refreshes about once a minute, and also whenever the browser tab regains focus. Click away and back, or wait a minute, before assuming the step did not register.
Why can I not see the setup pill at all?
The pill is only rendered for accounts with platform settings permission. If a colleague needs to drive setup, give their role that permission (see /knowledge/tenant/users-and-roles).
Related
- Getting started as a platform admin
- Email and notifications
- Commerce: products, orders, and discounts
- Courses and content authoring
- Storefront and themes
If a step will not complete and the answers above do not explain it, contact us through support.