Skip to Content
For adminsSetup & configurationFirst-hour setup

First-hour setup

What to do the very first time you sign in to a new CartonCrew organization. Total time about 30 minutes.

Who this is for: the first Owner on a brand-new organization. The logo and colors in step 3 and step 6 (AI) are the Owner’s; an Admin can set the organization name in step 3 and do steps 4 and 5.

Steps

  1. Sign in as the Owner you were invited as. Set up MFA — staff accounts are asked to.
  2. Open Settings. The tabs along the top start with Organization, Security, Extensions, Inbound Email and Recent Activity; extension-specific tabs appear once those extensions are on, and About is always last. The organization’s own settings — Branding, Users, Billing, Domain, AI and Data — are a row of buttons inside the Organization tab.
  3. Open Settings → Organization → Branding (see Branding):
    • Set the Organization name.
    • Click Upload logo and pick your logo.
    • Pick your Primary color, then click Save branding.
  4. Open Settings → Organization → Users (see Inviting users):
    • Click + Invite member for each teammate, enter their Email (in a Studio gallery, pick the artist from the list instead), pick a Role, and click Create invite. CartonCrew emails them the link.
    • After they join, click What John can do on their row (it carries their first name) to see what their role lets them do, and switch on anything extra Just for them (only needed for someone below Admin). See What someone can do.
  5. Open Settings → Extensions (Owner or Admin; see Extensions):
    • On each self-serve extension you want, click Enable.
    • An extension your plan does not include has no Enable button; its card says what your plan needs instead. One that CartonCrew sets up for you shows Request, which asks ChAImp to scope and quote it rather than switching it on.
    • Once enabled, some extensions add their own Settings tab (for example Fundraising, Org Profile, Federal & State Grants, Cloud Drive).
  6. Open Settings → Organization → AI (Owner only):
    • The AI features switch at the top turns every AI surface on or off for the organization. Plans that include AI run on CartonCrew’s own provider account — no API key needed.
  7. Go back to the Dashboard. The sidebar now lists the modules you switched on.
  8. If you switched the Website extension on, open it from the sidebar and set up your public site — see Website CMS docs.

What you’ll see

Common issues

  • Logo looks fuzzy — upload a PNG or SVG at twice the size you want displayed. CartonCrew does not resize it.
  • Invited user can’t sign in — the invitation expires after 7 days. There is no resend button: under Pending invites on Settings → Organization → Users, click Revoke on the old one and create a new invite.
  • An extension you wanted cannot be switched on — see Browsing the catalog for what Request and a card with no Enable button mean.
  • No Enable buttons — you are signed in as an Editor or a Viewer. Extensions are switched on by the Owner or an Admin.
  • No AI settings — you are signed in as an Admin, an Editor or a Viewer. AI is the Owner’s.
  • The logo and colors are greyed out — you are signed in as an Admin. Branding is the Owner’s; you can still set the organization name.

Last updated: 2026-10-14 · Applies to: CartonCrew v2.0.0+

OverviewBranding