Finish your account setup
Use your one-time setup link to finish setting up your account. This page opens as soon as that is done.
Set up your document room
Four steps. Only the people you name can open the documents.
Set Up Your Village
Configure your Village in a few simple steps. Choose your pace.
Guided Wizard
Step-by-step walkthrough. Go at your own speed.
Self-Directed
Checklist view. Complete steps in any order.
Scheduled Setup
Spread over a week with email reminders.
Village Setup
Village Identity
Set your Village name, description, and logo.
Features
Choose which features to enable for your Village.
Essential
Optional
Vocabulary
Customize the terminology used across your Village. Click any term to edit it.
Invite a Moderator
As the owner, you have full moderator permissions by default. If you'd like someone to help manage your Village, invite them here — otherwise just continue.
Invite Members
Send invitations to your first members.
Security & Privacy
Review your Village's security and privacy settings.
Two-Factor Authentication Policy
Require members to set up two-factor authentication. Recommended for Villages with sensitive content.
Default Content Visibility
Who can see new content by default? Members can always change visibility on individual items.
First Content
Create your first piece of content to get things started. You can also skip this and create content later.
Your Village is Ready!
You've completed the setup. You can always adjust these settings from your admin pages.
Community Phase
Control which features are visible to members. You always see everything.
Next:
Every phase is open, so every feature is visible to members.
Sovereign record
Every record capability for this Village in one place: what is on, and who changes it.
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If a record cannot be sealed, an invoice sent automatically is kept as a draft.Also needs a second platform setting for the estate-root record.