# The first-run manual

<!-- module: s18-first-run · deck: A new workspace's first run: five short steps, each skippable, then a getting-started card whose steps tick themselves from what's really there; the Service sees who stalls and can remind them. -->

**Table of contents · 25 October 2026 · S18 of plan CORE. Nothing is ever blocked: every step can be skipped.**

The first time the Owner opens a new workspace, a short **wizard** asks only what it needs to work well: its name, chip
and logo; where it is; how careful sign-in should be; the first people. Every step can be skipped. After it, the
dashboard keeps a **getting-started card**: each step ticks itself when it's done, from what's really there, and each
person sees only the steps their permissions reach. The Service sees which workspaces stall and can send a reminder.

The one sentence to carry through it: **the wizard writes nothing a form wouldn't, and a step is done only when the
record is really there.**

**Who meets what**

| Seat | Who | What they do here |
|---|---|---|
| Owner | Whoever may hand the workspace over (*Hand over the workspace*, the Owner) | Is offered the wizard once; sees every step |
| Staff with access | Whoever's role reaches a step's permission | Sees that step on their dashboard |
| The Service | The platform owner | Sees each workspace's progress; sends a reminder |

**As shipped**

| | Shipped |
|---|---|
| Steps | Name and logo · Where you are · Signing in · Invite your team (a product adds its own) |
| Countries | Ghana, Nigeria, Kenya, South Africa, United Kingdom, United States (Input Fields) |
| Chip colours | Forest, Clay, Kente gold, Lagoon, Plum, Slate (Input Fields) |
| The idle timeout | the platform's (30 minutes), for every workspace |

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## Part 1 · First run

- [1.1 Setting up a new workspace](p01-first-run.md#11-setting-up-a-new-workspace)
- [1.2 Finishing the getting-started steps](p01-first-run.md#12-finishing-the-getting-started-steps)
- [1.3 This workspace: its name, chip and logo](p01-first-run.md#13-this-workspace-its-name-chip-and-logo)
- [1.4 Seeing who stalled, and reminding them (the Service)](p01-first-run.md#14-seeing-who-stalled-and-reminding-them-the-service)
- [1.5 Starting a workspace by yourself](p01-first-run.md#15-starting-a-workspace-by-yourself-where-sign-up-is-on)