omnipaperFirst run
First login on a fresh instance. Register, create a workspace, connect storage.
A fresh install has no baked in config. Register, create a workspace, then connect storage from the app.
First account
The first person to register becomes the instance admin. No seeded credentials: open the app and sign up.
Later accounts are regular users. Only the instance admin reaches instance wide settings (storage, OCR, AI, email security, registration). See Users, roles & registration.
Sign up is closed by default, but the first account is always allowed so you can bootstrap. Opening registration is a separate step.
Workspace and checklist
After login you create a workspace (required before anything else). An admin checklist then guides three steps:
- Connect storage in Settings → Storage. Required for uploads. See Storage.
- Upload your first document once storage is connected.
- Set up OCR in Settings → OCR. Optional but recommended. See OCR.
The checklist updates from real state and disappears when all three are done. Admin only; dismissible per browser.
Optional later
OCR, AI, email ingest, and more users can wait until you need them.