# Customer Setup Guide
Set Up Backend Database
Set Up Backend Database \
1. Create customer record in database table "organization"
1. CFT Custom Report = No (select)
2. Custom Priority Sort Order = Strategy Sort Order
3. Hex Code for Primary Org Color (used for Strat Slide Rpt)
4. Label\_Design\_Priority:
1. Empty = Our Priorities
2. Suggested: "Our current strategic priorities for success are:"
5. Label\_Design\_Purpose:
1. Empty = Our Purpose
2. Suggested: "As an organization, we exist to:"
6. Label\_Design\_Strategy:
1. Empty = Our Strategy (ies)
2. Suggested: "We will succeed because we:"
7. Label\_Design\_Structure:
1. Empty = Our Groups
2. Suggested: "We have organized ourselves for success in this way:"
8. Customer Logo
9. Customer Name
10. Set Org Phase = Phase 1
11. Organization Is Active = Yes (select)
12. Slug
2. Create initial Org Member(s) in the org\_members table
1. Organization\_ID
2. Active = Yes (select)
3. Staff Full Name
1. Staff First Name
2. Staff Last Name
4. Member is JoD User = No (select) [*\[note\]*](#user-content-fn-1)[^1]
5. Work Email (ensure consistency with User record)
6. Slug = \[Leave blank - DO NOT add Slug]
7. Position = OPTIONAL
8. Position Level = OPTIONAL
9. Everything else can be left blank
*Note: No need to create JoD User(s) via the database - instead they will be created via the Admin interface - see next step.*
Create Initial JoD Users
Create Initial JoD Users via the Tables' Admin \
Using the super admin's add user tool...
1. Select the desired organization from Organization Name
2. A set of all available Org Members (those that are not already JoD Users) are already populated in the Org Member Full Name field
3. First Name and Last Name fields will auto populate, but may be changed.
4. Email should also auto populate (if available in the member's record). This field may be changed.
*Note: All fields are required. The Create User button will change to a JoD-purple color when the record is ready to be submitted.*
**IMPORTANT NOTES**
If users are having issues with setting up their account:
* Have them check their spam folders for the JoD email
* If possible, inform recipients in advance that emails may go to their spam folder -- they should check there if they do not see it in their inbox.
* Also confirm that emails have been sent to the correct (expected) address
Create Initial Elements
Create Initial Elements via the Tables’ GUI \
1. Add Org Members (Org Admin)
2. Convert Org Members to JoD Users and Invite them to the Tables Application (via email request to JustOrg Design ONLY)
3. Create initial
1. Values (optional)
2. Strategies
3. Table(s) – The Org Admin must create the first Table. The Org Admin has the option to set permissions to one or more Tables that will allow such tables to create Tables.
*Note: Only JoD Users can log into the Tables Application and be Sponsors or Conveners*
[^1]: S*etting this field to Yes would prevent the user from showing up in the Create New User dropdown.*
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://config.justorgdesign.com/guide-overview/customer-setup-guide.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.