> For the complete documentation index, see [llms.txt](https://incident-tracker.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://incident-tracker.gitbook.io/docs/admin-guide/setup-walkthrough.md).

# Setup Walkthrough

Complete the core setup in three parts before go-live.

Work through the three parts in order. Each part builds on the last.

{% hint style="info" %}
Part 2 depends on the categories, locations, and forms from Part 1. Part 3 depends on the setup from Parts 1 and 2.
{% endhint %}

### What you will finish

By the end of this guide, you will:

* Configure what users can submit in reports.
* Enable alerts and workflow automation.
* Set up access, permissions, and Microsoft integrations (if available and necessary)

### Complete the three parts

{% stepper %}
{% step %}

### Part 1 — Customize your Submit Report page

Set up the locations, categories, and forms used on every report.

This part covers:

* Location structure and naming
* Category structure and reporting logic
* Form setup and category assignments

Outcome:

* Reporters see the right locations.
* Reporters choose the right categories.
* Your form captures the right information.

Open [Part 1 — Customize Your Submit Report Page](/docs/admin-guide/setup-walkthrough/part-1-customize-your-submit-report-page.md).
{% endstep %}

{% step %}

### Part 2 — Notifications, workflows, and system settings

Build the automation that alerts your team and moves reports through their lifecycle.

This part covers:

* Notification groups and email routing
* Submission and status-change workflows
* Application-wide settings review

Outcome:

* Admins receive the right alerts.
* Reports move through the right status flow.
* Core application behavior matches your process.

Open [Part 2 — Notifications, Workflows & System Settings](/docs/admin-guide/setup-walkthrough/part-2-notifications-workflows-and-system-settings.md).
{% endstep %}

{% step %}

### Part 3 — Users, permissions, and integrations

Add your team, control access, and connect Microsoft identity tools if needed.

This part covers:

* User creation and access models
* Group-based permissions and audits
* SSO and Microsoft provisioning options

Outcome:

* Users have the right access.
* Permissions match your category and location structure.
* Microsoft sign-in and provisioning options are ready when needed.

Open [Part 3 — Users, Permissions & Integrations](/docs/admin-guide/setup-walkthrough/part-3-users-permissions-and-integrations.md).
{% endstep %}
{% endstepper %}

### Next step

Begin with [Part 1 — Customize Your Submit Report Page](/docs/admin-guide/setup-walkthrough/part-1-customize-your-submit-report-page.md).