Configuring CiviCRM

After successfully installing CiviCRM, your next step will be an initial configuration of the system. We say "an initial configuration" because you will find yourself returning to configure different elements of the system throughout your implementation process. However, there are basic configurations that should be done at the outset. We advise you to agree to a structured method to try different configuration settings, so you ensure that you keep what you want and only throw away what has been tested but is not needed in the end.

All of your system configuration will be done through the Administer menu item. The first submenu item, Administration Console, provides a full listing of all configuration options. In addition, the software has a Configuration Checklist page that is helpful in walking through the initial settings. The checklist was provided as a link after your successful installation, and can also be found in the Configuration section of Administration Console.

Navigate to Administer | Administration Console | Configuration Checklist to begin the configuration process. The list is organized into sections, which we will review in the order presented, as we configure your system. After visiting a link, it will turn green in order to help you track your progress. In each section, make use of the inline help, or links to online help, for details about the settings and options. Our review will cover the primary settings you must be aware of.