Installation & Setup

Get ACME Company properly installed and configured for your team. This guide covers everything from account creation to advanced setup options.

Overview

ACME Company is a cloud-based platform that requires no software installation on individual devices. However, there are several setup steps to ensure optimal performance and security for your team.

Prerequisites

Before starting, ensure you have:

• Administrator access to create accounts and manage billing
• Team email addresses for all users you want to invite
• Integration credentials for tools you want to connect (optional)
• Company branding assets like logos and color codes (optional)

Step 1: Account Creation

Individual account

1. Visit the signup page: acme.com/signup
2. Enter your details:
   • Work email address (personal emails are accepted but not recommended)
   • Strong password (minimum 8 characters with mixed case and numbers)
   • Company name
3. Verify your email by clicking the link sent to your inbox
4. Complete your profile with additional details

Enterprise account

For teams larger than 50 users or requiring advanced security:

1. Contact our sales team: acme.com/enterprise
2. Schedule a demo to discuss your requirements
3. Receive custom setup with dedicated onboarding support
4. Complete security review if required by your organization

Step 2: Workspace Configuration

Basic workspace setup

{
  "workspace": {
    "name": "Acme Corporation",
    "subdomain": "acme",
    "timezone": "America/New_York",
    "language": "en-US",
    "date_format": "MM/DD/YYYY"
  }
}

{
  "branding": {
    "logo_url": "https://acme.com/logo.png",
    "primary_color": "#1a365d",
    "accent_color": "#3182ce",
    "custom_domain": "docs.acme.com"
  }
}

Advanced configuration

1. Navigate to Workspace Settings (⚙️ → Workspace → General)

2. Configure basic information:

   • Workspace name: This appears in emails and browser titles
   • Subdomain: Your unique URL (e.g., workspace.acme.com)
   • Timezone: Default timezone for all workspace members
   • Language: Interface language preference

3. Set up branding (optional):

   • Upload logo: PNG or SVG format, recommended size 200x50px
   • Choose colors: Primary brand color and optional accent color
   • Custom domain: Use your own domain like workspace.yourcompany.com

Security configuration

Step 3: Team Setup

Adding team members

There are several ways to add people to your workspace:

// Individual email invites
const inviteUsers = [
  {
    email: "john@acme.com",
    role: "member",
    projects: ["proj_123", "proj_456"]
  },
  {
    email: "admin@acme.com", 
    role: "admin",
    projects: "all"
  }
];

// Send invitations
inviteUsers.forEach(user => {
  sendInvitation(user);
});

# CSV bulk import format
email,role,department,projects
john.doe@acme.com,member,engineering,proj_123
jane.smith@acme.com,admin,product,all
bob.wilson@acme.com,viewer,marketing,proj_456

<!-- SCIM provisioning for enterprise -->
<scim:User>
  <scim:userName>john.doe@acme.com</scim:userName>
  <scim:name>
    <scim:givenName>John</scim:givenName>
    <scim:familyName>Doe</scim:familyName>
  </scim:name>
  <scim:emails>
    <scim:email primary="true">john.doe@acme.com</scim:email>
  </scim:emails>
</scim:User>

Role assignment strategy

Plan your role structure before adding team members:

Recommended approach for most teams:

Department and project organization

Organize team members by department and assign to relevant projects:

1. Create departments (Settings → Team → Departments):

   • Engineering
   • Product
   • Marketing
   • Sales
   • Customer Success

2. Assign default projects for each department

3. Set up project templates for recurring work types

4. Configure notification defaults by role and department

Step 4: Essential Integrations

Connect the tools your team already uses:

Communication tools

Development tools

Step 5: Workspace Optimization

Performance optimization

1. Enable browser notifications for real-time updates
2. Install mobile apps for iOS and Android
3. Set up email digest preferences to avoid notification overload
4. Configure keyboard shortcuts for power users

Data and privacy settings

Privacy configuration:

• Data retention policy: How long to keep deleted items
• Export settings: Who can export workspace data
• Guest access: Whether external collaborators can join projects
• Public sharing: Allow sharing of public project links

Backup and compliance

Automatic backups:

• Daily incremental backups of all workspace data
• Weekly full system backups
• 90-day backup retention (customizable for enterprise)
• Point-in-time recovery available

Compliance features (Enterprise):

• Audit logs: Complete activity tracking
• Data residency: Choose geographic data storage location
• GDPR compliance: Data subject rights and deletion capabilities
• SOC 2 Type II: Security compliance certification

Verification Checklist

Confirm your installation is complete:

✅ Basic setup

• Workspace created and configured
• Team members invited and accepted
• Roles and permissions assigned correctly
• Basic branding applied (logo, colors)

✅ Security configuration

• Two-factor authentication enabled
• SSO configured (if applicable)
• IP allowlisting configured (if required)
• Password policies enforced

✅ Integrations

• Primary communication tool connected (Slack/Teams)
• Development tools integrated (GitHub/Jira)
• Calendar sync enabled
• Notification preferences configured

✅ Team readiness

• All team members can log in successfully
• Everyone can access their assigned projects
• Notification systems working correctly
• Mobile apps installed and working

Next Steps

• Configure advanced settings - Fine-tune your workspace
• Learn best practices - Optimize your team's workflow
• Explore components - Discover advanced features
• Set up API access - Build custom integrations

Troubleshooting