Setup Order & Avoiding Overwhelm
The recommended order to set things up — and how to avoid doing too much at once.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Owner / admin |
| Estimated time | 10 min read |
| Prerequisites | Completed first login |
| Portal areas used | Settings, CRM, Projects |
| AI used | None to light (setup) |
#Purpose
Help you sequence setup so each step builds on the last and nothing blocks you later.
#Business outcome
You set up in a logical order and avoid the frustration of configuring everything simultaneously.
#Recommended reading order
#Success checklist
You're on track when
- You set up security, then team, then tools, then AI
- You did not enable every feature at once
- You reached a working deal before expanding
#Common mistakes
- Enabling everything before the basics work
- Rolling out to all departments in week one
#Best practices
- Security → team → tools → AI → rhythm
- Expand one department at a time
#Related documentation
Getting Started Journey
The step order.
Running a Pilot
Start small.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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