First Steps Checklist

You've completed the setup wizard. Work through this list to get production-ready.

1. Secure the platform

• [ ] Check the setup banner — the dashboard shows warnings until critical items are fixed (default password, weak JWT_SECRET).
• [ ] Enrol 2FA — you were prompted at first login; make sure every staff account completes enrolment.
• [ ] Put NexaDesk behind HTTPS — see Installation → HTTPS.

2. Build your team

• [ ] Create technician accounts under Settings → Users (see Users & Groups).
• [ ] Organise them into Groups (e.g. IT Support, Network Team) for assignment and routing.

3. Wire up your intake

• [ ] Connect an email channel (Microsoft 365 OAuth or SMTP/IMAP) so emails become tickets — Email Channels.
• [ ] Review the seeded categories and adjust to your environment.
• [ ] Check the default SLA policies match your commitments — SLA Policies.

4. Make it yours

• [ ] Upload your logo and set brand colours — Branding.
• [ ] Write your first Knowledge Base articles for common requests.
• [ ] Set up canned responses for frequent replies.

5. Activate your license

• [ ] Enter your license key under Settings → License — Licensing. This unlocks licensed features such as NetManager.

6. Invite your users

• [ ] Requesters can be created manually, or are created automatically when their first email arrives via a connected channel.
• [ ] Share the portal URL — requesters get the self-service Customer Portal experience.