---
title: Set up your firm
url: https://docs.creagents.com/firm/setup/
description: Admins set up the firm first, then their own account. Three steps, with Vic or by hand.
---

# Set up your firm

Admins set up the firm first, then their own account. Three steps, with Vic or by hand.

The first time a firm admin signs in, setup starts with the firm. It's three steps: **Identity**, **Departments** and **Your team**. Then it moves on to your own account.

![The admin welcome screen: Acme Capital Partners, Admin. Welcome, Jordan. First, set up Acme Capital Partners. Then set up your own account. Two cards: Tell Vic about your firm, with Setup with Vic, and Set it up myself, with Setup Manually. On the right, the firm's logo and 2 of 3 seats.](https://docs.creagents.com/media/setup/01-firm-welcome.webp)

*Your firm first, then you. The trail at the top shows where you are.*

## Setup with Vic

Write a line about your teams and your work. Vic proposes your departments, the catalogs on each one's menu, and a document style. Check it, change anything, and click **Set this up**.

![Firm setup with Vic: Tell Vic about your firm, a box for your teams and your work, and example lines to start from. On the right, Identity, Departments and Team, each with a check once it's done.](https://docs.creagents.com/media/setup/05-firm-vic.webp)

*Start from one of the examples, or write your own.*

![How Vic read it: departments for Acquisitions and Asset Management, each with its own catalog menu and a Change link, and The Financial Press as the document style, with a Set this up button.](https://docs.creagents.com/media/setup/09-firm-vic-read.webp)

*Vic's proposal. Nothing is set until you click Set this up.*

Vic never sees your firm's name or logo. He reads your line and proposes, and you decide.

## Setup Manually

All three steps on one page.

### 1. Identity

Your firm's name, logo and document style: the type your AI uses in memos, models and reports. See [Identity](https://docs.creagents.com/firm/identity.md) for the styles.

![Step 1, Identity: Firm name, a choice of logos, a box to paste an image URL, and document style cards.](https://docs.creagents.com/media/setup/02-firm-identity.webp)

*Pick a logo found from your firm's website, or paste a link to yours.*

### 2. Departments

**One menu for everyone** gives everyone every catalog. **Departments** gives each team its own menu. Name a department and click the catalogs on its menu.

![Step 2, Departments: the Departments option selected, an Acquisitions department with catalog pills to put on its menu, and New department.](https://docs.creagents.com/media/setup/03-firm-departments.webp)

*Click a catalog to put it on that department's menu.*

### 3. Your team

Add people by email and name, pick their department and whether they're a member or an admin, and click **Send invite**. Got a list? **Upload a CSV**.

![Step 3, Your team: who's been invited, a row for email, name, department and role, with Send invite, Add a row and Upload a CSV.](https://docs.creagents.com/media/setup/04-firm-team.webp)

*Invites go out by email. Each person gets their own setup.*

When the three steps are done, click **Continue to your setup**. Not now? **Finish later**. The **Finish setup** button in the top bar counts both parts and brings you back.

## Next steps

- [Finish setup](https://docs.creagents.com/start/finish-setup.md): The second part: your own account.
- [Team and seats](https://docs.creagents.com/firm/team.md): Manage people after setup.