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Day-1 Setup Checklist

The administrator's first-day checklist for Muin — organization profile, team and roles, security, integrations, payments, and modules.

This is the administrator’s checklist for a new Muin workspace. Work through it top to bottom — most items take a minute or two, and the in-app Getting Started card on your home page tracks the same steps automatically as you complete them.

1. Complete Your Organization Profile

Your organization details appear on documents, receipts, and emails Muin sends on your behalf.

  1. Go to Settings → Company
  2. Fill in legal name, address, time zone, and industry
  3. Upload your logo under Settings → Branding so receipts and portals carry your identity

2. Choose Your Modules

Enable the modules that match your work — Finance, HR, Nonprofits, Payments, and more.

  1. Go to Settings → Modules
  2. Toggle on what you need today; you can enable more later
  3. Each enabled module adds its section to the sidebar and its items to the Getting Started checklist

3. Invite Your Team and Set Roles

  1. Go to Settings → Team
  2. Click Invite and enter email addresses
  3. Assign each person a role — roles control what they can see and do
  4. Review role definitions under Settings → Roles and adjust if the defaults don’t fit

Tip: invite the smallest group that needs access today. Adding people later takes seconds; untangling over-broad access takes longer.

4. Lock Down Security

  1. Go to Settings → Security
  2. Turn on multi-factor authentication (MFA) — require it for admins at minimum
  3. Review session and password policies
  4. If your team uses Google or Microsoft accounts, configure single sign-on so access follows your identity provider

5. Connect Your First Integration

Syncing an existing system makes Muin useful on day one:

  1. Go to Settings → Integrations
  2. Connect accounting (QuickBooks), email, or calendar
  3. Initial sync runs in the background — you’ll see records appear within minutes

6. Enable Payments (if you collect money)

  1. Go to Settings → Payments
  2. Click Enable Smart Payments and complete business verification (1-2 business days)
  3. Connect Stripe when prompted

Full guide: Setting Up Your First Payment. Nonprofits: continue with Accepting Your First Donation.

7. Do One Real Thing

Prove the workspace works with a real artifact from your organization:

  • Upload a document — an invoice or contract; watch the AI extract its data (guide)
  • Create a form — a registration or application form (guide)
  • Record a donation — your most recent gift (guide)

8. Take the Welcome Tour

Click Start tour on the Getting Started card (or press ? and pick a tour) for a 2-minute walkthrough of navigation, search, and the assistant.

What’s Next

Need Help?

Ask Muin Assistant anything (“How do I require MFA?”) or reach support via Help → Contact Support.