Enterprise onboarding

Onboarding has a required order. Several settings gate others, and the platform stays in a restricted state until a card is authorized.

Start the trial first

Until a card is authorized to start the 30-day free trial, the organization is in demo mode. In demo mode, Payment Options, Domain Setup, Email Setup, Support Settings, the SSO sections, Terms of Services, and Privacy Policy are all read-only, and releases cannot be submitted.

General Settings and Languages stay editable, so you can prepare your branding before committing. Everything else waits.

The order that works

1. Authorize the card and start the trial. This unlocks the rest.
2. General Settings. Brand name, logo, commercial currency, default label name, and the registration toggles.
3. Languages. Enable what your customers actually need.
4. Domain. Publish the ownership record, verify, then add the CNAME. DNS takes time, so start it early.
5. Email. Sender name and address, then the verification, DKIM, and DMARC records. Also DNS, also start early.
6. Payments. Connect a gateway and define what you sell.
7. Support and legal. Support contacts, Terms of Services, Privacy Policy. Required before you open registration.
8. Team. Invite staff with least-privilege roles.
9. Add-ons. Only the ones you will actually operate.

Steps 4 and 5 both depend on DNS propagation you do not control. Begin them on day one even though they come later in the list.

Before inviting real users

Run the launch checklist. It covers the verification steps that are easy to skip and expensive to discover after your first customer signs up.

Where the detail lives

Configuration is documented step by step at docs.spacemedia.uk, which is the authoritative reference for every Brand Settings section. This page is the sequence; that is the detail.