> ## Documentation Index
> Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt
> Use this file to discover all available pages before exploring further.

# First-Time Setup

> Complete the setup wizard to configure your district before inviting your team.

When you sign in for the first time as a new district administrator, a setup wizard guides you through the initial configuration.

\[Video: Full first-time setup wizard walkthrough]

## Setup wizard steps

<Steps>
  <Step title="Name your district">
    Enter your district's name. This appears throughout the app and in emails sent to your members.

    \[Screenshot: District name input in the setup wizard]
  </Step>

  <Step title="Choose a brand color">
    Select an accent color for your district. This customizes the look of the app for everyone in your district.

    \[Screenshot: Color picker in the setup wizard]
  </Step>

  <Step title="Import existing data (optional)">
    If you're migrating from a spreadsheet or another system, you can import people via CSV during setup or skip this step and add people manually later.

    \[Screenshot: CSV import step in the setup wizard]
  </Step>
</Steps>

## What's pre-configured for you

Your district comes pre-loaded with a standard set of defaults that are ready to use right away:

| Item               | Default content                             |
| ------------------ | ------------------------------------------- |
| **Roles**          | Admin, Credentials Board, Mentor, Candidate |
| **Tracks**         | Ministerial Track, Transfer Track           |
| **Courses**        | 21 standard ministerial courses             |
| **Interview form** | Post-Interview Form for Board               |
| **Board**          | Credentials Board                           |

You can customize all of these in [Settings](/help/admin/settings).

## After setup

Once the wizard is complete, you're ready to:

<CardGroup cols={2}>
  <Card title="Add people" icon="user-plus" href="/help/admin/people">
    Add candidates, mentors, and board members and send them invitations.
  </Card>

  <Card title="Customize roles" icon="shield-check" href="/help/admin/roles">
    Adjust permissions or create custom roles tailored to your district.
  </Card>

  <Card title="Edit tracks & courses" icon="graduation-cap" href="/help/admin/tracks-courses">
    Modify tracks, required courses, and extra criteria to match your district's requirements.
  </Card>

  <Card title="Configure interview forms" icon="clipboard" href="/help/admin/interview-forms">
    Update the default interview form or create new forms for different interview types.
  </Card>
</CardGroup>