> For the complete documentation index, see [llms.txt](https://docs.allshore.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allshore.ai/getting-started/first-day-setup.md).

# First-day setup

Your **Dashboard** shows a setup checklist for new workspaces — it's derived from your actual data (it checks off as the real thing exists, not when you tick a box). Dismissing or skipping checklist steps is a **partner admin** action.

Most first-day configuration is admin work. Here is each panel in **Settings** (Configure → Settings), in the order most firms set them up, with who can edit:

| Panel                   | What it configures                                                                                                                                                                                                                                                                                           | Who           |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------- |
| **Invoice branding**    | Business name, invoice number prefix, and address — appears on every invoice document.                                                                                                                                                                                                                       | partner admin |
| **Payment rail**        | Your Stripe settlement configuration, so client payments reconcile to invoices automatically.                                                                                                                                                                                                                | partner admin |
| **Rate card**           | Your standing price list per role — seeds new contract bill rates and feeds the pricing estimator.                                                                                                                                                                                                           | partner admin |
| **Custom fields**       | Extra fields your firm tracks on every consultant record.                                                                                                                                                                                                                                                    | both roles    |
| **Checklist templates** | Onboarding and offboarding checklist templates (per-item due-day offsets, consultant/staff assignees). At hire you pick an onboarding template to start the checklist; offboarding runs your offboarding template **automatically** (if you've authored one), with due dates measured from the leaving date. | both roles    |
| **Collateral**          | The reusable attachment library for proposals (upload: both roles; archive: partner admin).                                                                                                                                                                                                                  | see left      |
| **Slack**               | Link your Slack identity for Ally. Personal — each person links their own.                                                                                                                                                                                                                                   | both roles    |
| **Example data**        | Seed or purge the demo dataset.                                                                                                                                                                                                                                                                              | partner admin |

One more Configure screen belongs to setup: **Document templates** (Configure → Document templates) — the merge-field sources your MSAs, SOWs, NDAs and offer letters generate from. Editing them is partner-admin work. Note the naming: *Document* templates live there; *Checklist* templates live in Settings — they are different things.

With branding, a payment rail, a rate card, and document templates in place, the workspace is ready for its first client — continue with [Clients & pipeline](/clients-and-pipeline.md).


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