First steps after local installation

This article provides an overview of the most important steps after installing Appterix Server to help you get started as a system administrator.

Step 1: Create your administrator account

Log in to the Appterix administration (Administration section).

The first time you access the system with a standard account, create an account with administrator or system administrator rights. Enter the password manually.

Then log out using your default account.

Log in with the newly created account to unlock full administrative access.

Step 2: Configure an email server for notifications

For on-premises installations, configure your email server in the settings of the root organization to enable notification sending (e.g., password resets, user invitations, and others). SaaS and MSP customers do not need to perform this step.

Step 3: Invite more users

There are several ways to invite users. Although you can add users manually, this method is the least recommended, as it requires the most effort and is not optimized.

Instead, it is recommended to import users from Active Directory or Microsoft Entra ID. This allows user accounts to be created and managed automatically. To import users, set up an integration under Settings > Integrations.

If you do not want to do this, or if you need to add a user who does not exist in Active Directory or in Microsoft Entra ID, add the user manually.

Regardless of the method chosen, you can define a role and corresponding permissions for each user.

Further steps

Once the basic steps are completed, you can further configure your environment according to the requirements of your organization.
The following steps can be performed in any order or skipped (if not relevant):

Configure identity providers (SAML, FIDO2, and more) to enable secure login for your users. To configure an identity provider, navigate to Settings > Integrations.

Add more organizations.

Set up your profile settings.

Create the required user groups for mass assignments.