> For the complete documentation index, see [llms.txt](https://docs.hivel.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hivel.ai/set-up.md).

# Set Up

This section covers everything an admin does to stand up a Hivel workspace: creating the account, bringing your team in, organizing them, and controlling who can see and change what. Work through the first four steps in order, since each one depends on the step before it. Labels and Team Versioning are configured whenever you need them, not part of the initial setup.

#### **The setup flow**

1. **Sign Up:** Create your organization's Hivel account through an admin's invite link, or by signing up with SSO or an email and password.

{% content-ref url="/pages/nNK3dSvxZmo9xbl4FLX4" %}
[Sign Up](/set-up/sign-up.md)
{% endcontent-ref %}

2. **Users:** Invite your team members so they exist in Hivel. This is also where you manage emails, merge duplicate users, rename users, and archive them.

{% content-ref url="/pages/Qz4aymXmZu7mAfwi1LWC" %}
[Users](/set-up/users.md)
{% endcontent-ref %}

3. **Teams:** Organize invited users into teams and sub-teams so metrics can be viewed at the right level.

{% content-ref url="/pages/mnNJze39nI0D8gSkcI0k" %}
[Teams](/set-up/teams.md)
{% endcontent-ref %}

4. **Access Management:** Assign each user a role (Admin, Executive, Leader, Manager, or User) and the permissions that come with it.

{% content-ref url="/pages/CxUxqd3Vg4eQXrby8tnJ" %}
[Access Management](/set-up/access-management.md)
{% endcontent-ref %}

#### **Configure anytime**

5. **Labels:** Tag users with custom metadata, such as location, seniority, or department, to filter and segment metrics later.

{% content-ref url="/pages/aRFEKxTNXhQxB4b5tTyp" %}
[Labels](/set-up/labels.md)
{% endcontent-ref %}

6. **Team Versioning:** Decide whether historical metrics reflect a team's structure at the time the work happened, or always use today's structure.

{% content-ref url="/pages/kIqPBuu5kAd8wrvBtiYX" %}
[Team Versioning](/set-up/teams/team-versioning.md)
{% endcontent-ref %}