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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Organization Setup wizard is available at /settings/setup and renders OrganizationSetupWizardPage from src/platform/setup/components/OrganizationSetupWizardPage.tsx. The route has no RequirePermission wrapper; internal steps use RequirePermission for certain actions.

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Overview

The Organization Setup Wizard guides new administrators through 5 steps using WizardShell. Draft progress is persisted in localStorage (org-scoped) via saveOrganizationSetupDraft() / loadOrganizationSetupDraft(). Completion is stored server-side in pf_module_settings. Steps:
  1. Org Details — Update the organization name and add address/phone.
  2. First Site — Create the primary physical site/location.
  3. Invite Team — Send up to 3 email invitations to team members.
  4. Module Selection — Enable or disable platform modules from MODULE_REGISTRY (excludes meta-modules: reports, documents, settings). Default enabled modules come from DEFAULT_ENABLED_MODULES.
  5. Review & Done — Summary view with a link to the dashboard.

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Who it’s for

No explicit permission gate on this route. Internal steps may check RequirePermission for specific actions.

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Before you start

  • You must be signed in as an organization administrator.

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Steps

  1. Navigate to /settings/setup or follow the first-run prompt.
  2. Complete Org Details: enter your organization name, address, and phone.
  3. Complete First Site: enter the name and address of your primary location.
  4. Complete Invite Team: enter up to 3 email addresses for teammates.
  5. Complete Module Selection: enable the modules your organization needs.
  6. Review the summary and select Go to Dashboard to finish.

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Key concepts

Draft persistence — Progress is saved to localStorage on each step so you can close and resume without losing entries. Module registry — Available modules are drawn from MODULE_REGISTRY. Display names and metadata come from MODULE_DISPLAY_INFO.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/setup/components/OrganizationSetupWizardPage.tsx
  • src/platform/setup/hooks/organizationSetupUtils.ts