PeltyCMS User docs/Administrator guide
First-run setup
After the first sign-in the admin dashboard shows a Finish setting up your store checklist. It is computed from the database, so a step turns done as soon as the setting exists. Required steps keep the checklist on the dashboard until they are done; you can hide it with Hide from dashboard (Admin → Getting started brings it back).
| Step | Required | Where | What it checks |
|---|---|---|---|
| Company details | yes | /admin/general-settings | Company name and contact email used on invoices and emails. |
| Currencies | yes | /admin/currencies | Enable at least one currency. |
| Outgoing email | yes | /admin/mail-settings | Configure SMTP so clients receive invoices and notifications. |
| Payment gateway | yes | /admin/gateways | Enable at least one way to get paid. |
| First product | yes | /admin/products | Create a product group and a product to sell. |
| Tax rules | optional | /admin/tax | Add VAT or sales tax rules if you charge tax. |
| Domain pricing | optional | /admin/domains | Add TLD prices if you sell domains. |
| Provisioning server | optional | /admin/servers | Connect a server to provision hosting automatically. |
#Company and general settings
Admin → System & settings → General settings holds the company name and contact email (used on invoices and emails), the system URLs, maintenance mode, localisation, ordering and support defaults, and custom head/body code. The sections are:
General:SystemUrls:Maintenance:Localisation:Ordering:Support:CustomCode:
Each field is listed in the developer reference Settings keys.
#Outgoing email
Admin → System & settings → Mail (SMTP) sets the SMTP server. Until it is configured clients receive no invoices or notifications. See Email and notifications.
#Next steps
- Create products: Products and orders.
- Enable a payment gateway: Billing and payments.
- Sell domains: Domains and registrars.
- Provision hosting automatically: Servers and provisioning.
- Lock down staff accounts: Staff security.