Initial setup of OpenProject for administrators

This section will guide you through some basic recommendations for setting up your OpenProject instance as a system administrator and for preparing it for its users. For the backend setup and initial technical configurations for on-premise editions please have a look at the respective section in the installation guide.

Before adding users we recommend to check and configure the following topics:

Topic What to set up
Language settings Languages, time and date formats, display options
User settings Default user settings, user deletion, user consent
Roles and permissions What users can do (Roles) and the permissions for those roles
User groups Create groups that are linked to projects, with a role, and users
Avatars Allow users to upload their photo or Gravatar
General settings Set host name, protocol and welcome text
Authentication Set up authentication methods for users
Announcements Set an announcement to be shown to users on login
Start page Set up the home page, shown after login

If required, especially for on-premises versions, it might make sense to have a look at these sections, too: | Topic | What to set up | | ———————————————————— | :———————————————————– | | Configure outbound emails | Set up SMTP on the server to send email | | Configure inbound emails | Receiving email by the server | | Email configuration | Set up email notifications, email provider and incoming email |