> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/getting-started/setting-up-organization.md).

# Setting up your organization

This page gives a high-level overview of the steps to get your Welkin environment ready. Detailed instructions for each step live in their respective sections of this documentation, accessible from the left sidebar.

## Setup overview

Setting up Welkin happens across three portals:

* **Admin portal** – Manage users, roles, security policies, and organization-wide settings
* **Designer portal** – Configure care programs, assessments, automations, CDTs, and workflows
* **Care portal** – Where care teams and administrators work with patients day-to-day

A typical implementation follows this sequence:

1. **Configure user roles** – Define what each type of user can see and do before inviting anyone. See [Setting up Welkin Users](https://docs.welkinhealth.com/admin/users).
2. **Invite users** – Add your team members and assign them roles. See [Add, Delete, Modify Users](https://docs.welkinhealth.com/admin/add-new-users).
3. **Configure security policies** – Set attribute-based access control rules for your data. See [Security Policies](https://docs.welkinhealth.com/admin/security-policies).
4. **Build care programs in Designer** – Define the programs, phases, and care pathways your patients will follow. Use the left sidebar to navigate to the Designer section.
5. **Build assessments and forms** – Create the structured data collection tools your care teams will use. See [Create an Assessment or Form Template](https://docs.welkinhealth.com/designer/how-to-create-an-assessment-or-form-template).
6. **Configure automations** – Set up rules that trigger actions automatically based on patient data and events. See [How to Create Automations](https://docs.welkinhealth.com/designer/designer-how-to-create-automations).
7. **Enable communications** – Turn on SMS, email, and other communication channels. See [How to Turn On Communication Methods](https://docs.welkinhealth.com/admin/communication-center-how-to-turn-on-your-communication-methods).
8. **Test end-to-end** – Complete the [First Patient Workflow Walkthrough](/getting-started/first-patient-workflow.md) to verify your configuration before going live.

## Where to start

If you are brand new to Welkin, we recommend reading [Key Concepts](/getting-started/key-concepts.md) first to understand the platform's building blocks, then working through the setup steps above in order.

For hands-on implementation support, contact your Welkin Customer Success representative.


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