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 | Set up available languages |
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 |
Calendars and dates | Default working days and time and date formats |
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 incoming emails | Receiving email by the server |