# For Admins: Set up your platform

**Who this is for:** Admins setting up Startdeliver for the first time **Need help?** Your Startdeliver partner — Solutions Expert or CSM — is available throughout. Reach out any time.

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**Start here — the essentials**

These four things unlock the platform for your team. Do these first, in roughly this order.

**☐ Invite your team** Get your CSMs and admins into the platform. Until people are invited, nothing else matters. → \[Team members]

**☐ Bring your customers in** Connect your CRM so customers sync automatically, or import via CSV. Your customer list is the foundation everything else builds on. → \[Integrations & Your Stack]

**☐ Connect mail & calendar** Each team member connects their own Gmail or Outlook — two minutes per person. From that point, every customer email and meeting is tracked automatically. Remind your team to do this when they first log in. → \[Google mail & calendar] · \[MS365 mail & calendar]

**☐ Assign customers to your team** Connect each CSM to the customers they own. This is what makes personal list views work and gives everyone their own portfolio view from day one. → \[Customer overview]

At this point your team can log in, see their portfolio, and start working. Everything below makes the platform more powerful — do it at your own pace.

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**Configure your workspace**

Make the platform feel like yours and match how your team works.

**☐ Set permissions** The defaults work for most teams. If you need CSMs to see only their own customers, or have external partners who need limited access, configure this before people log in. → [Permissions](https://docs.startdeliver.io/platform-settings/permissions)

**☐ Set up customer status** Define the lifecycle stages your customers move through — Onboarding, Adoption, Engagement, Expansion, Renewal, or whatever matches your motion. → [Customer profile settings](https://docs.startdeliver.io/platform-settings/customer-profile-settings)

**☐ Create custom fields** Add the data fields your team needs that aren't in Startdeliver by default — customer tier, contract type, renewal owner, product-specific KPIs. → [Custom fields](https://docs.startdeliver.io/platform-settings/custom-fields)

**☐ Configure customer profiles** Set up the header tiles on each customer profile — which metrics show, color coding for key alerts, the data points your CSMs need to see at a glance. → [Customer profile settings](https://docs.startdeliver.io/platform-settings/customer-profile-settings)

**☐ Build your lists** Create the standard list views your team will use every day — My Portfolio, Onboarding, Churn Risks, Renewals, Expansions. Save and share them across the team. → [Lists & filters](https://docs.startdeliver.io/platform-settings/lists-and-filters)

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**Connect your stack**

The more you connect, the more the AI can see. Prioritize the tools your team references most.

**☐ Support tool** Intercom, Zendesk, Freshdesk, Linear, or Jira. Tickets sync automatically and feed support health and the AI assessment. → [Integrations & Your Stack](https://docs.startdeliver.io/integrations-and-your-stack)

**☐ Feedback tool** Refiner, SurveyMonkey, HubSpot Feedback, Typeform, or others. Survey responses feed experience health and flag advocates and at-risk accounts. → [Integrations & Your Stack](https://docs.startdeliver.io/integrations-and-your-stack)

**☐ Billing tool** Stripe, Chargebee, or Younium. Revenue data appears on customer profiles and powers portfolio dashboards. → [Integrations & Your Stack](https://docs.startdeliver.io/integrations-and-your-stack)

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**Set up your health model**

This is the step that takes the most thought — and delivers the most payoff. The AI starts working with whatever signals are flowing in, so don't wait for perfection. Start with your most important product and refine from there.

**☐ Configure product usage health** Define what good usage looks like for each of your products. Choose a goal type, set your targets, attach the usage events that feed it. → [Product usage health](https://docs.startdeliver.io/health-and-metrics/product-usage-health)

**☐ Set feedback and support rules** Configure the feedback window and the support overdue threshold to match your survey cadence and SLA. → [Experience health](https://docs.startdeliver.io/health-and-metrics/experience-health) · [Support health](https://docs.startdeliver.io/health-and-metrics/support-health)

**☐ Add AI instructions** Tell the AI what matters for your business — your customer segments, your definitions of healthy and at-risk, your CS priorities. → [AI Assessments](https://docs.startdeliver.io/getting-started/broken-reference)

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**Build your CS motion**

**☐ Create project templates** Build reusable templates for your recurring customer workflows — onboarding, Business Reviews, renewals, offboarding. Start with onboarding. → [Templates & projects](https://docs.startdeliver.io/platform-settings/templates-and-projects)

**☐ Set up Shared Space** Configure branding, set your custom domain if you have one, and set up your first shared project template. → [Setting up Shared Space](https://docs.startdeliver.io/managing-customers/shared-space/setting-up-shared-space) · [Branding your Shared Space](https://docs.startdeliver.io/managing-customers/shared-space/branding-your-shared-space)

**☐ Set up Customer Goals** Define goal templates for your most common customer outcome types so your CSMs can launch them quickly. → [Customer Goals & Success Plans](https://docs.startdeliver.io/managing-customers/customer-goals-and-success-plans)

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**Hand off to your team**

When you're ready, send your CSMs to [For Users: Your first week](https://docs.startdeliver.io/getting-started/for-users-your-first-week) →. That page walks them through everything they need to get up and running — connect email, find their portfolio, understand the AI assessment, and run their first project.

Your job as admin isn't finished after setup — you'll keep refining the health model, adding integrations, and building templates as your team's needs evolve. But at this point Startdeliver is live and your team can start getting value today.


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