Initial cabinet setup by the administrator

Goal. Prepare Assist for the team's work: roles, people, directories, processes, notifications, and the calendar.

Who does it. The administrator (the Admin role).

What you need before starting.

1. The cabinet address and an account with the Admin role.
2. Access to Keycloak (the sign-in system) to create employee accounts.
3. A list of employees with emails, roles, and projects.
4. Mail server (SMTP) data and/or a Telegram bot token if notifications are needed.

Time. 2–3 hours.

Setup order

Do the steps in order: each next one relies on the previous.

№	Step	Screen	Detailed process
1	Check your own access	The “Admin” menu	This document
2	Configure roles	Roles	Users and roles
3	Add users	Users	Users and roles
4	Check directories	Work types, Task types	This document
5	Configure workflows	Workflows	Configuring workflows
6	Add fields	Custom fields	Custom fields
7	Connect notification transports	Transports	Notification setup
8	Set RACI	Notification RACI	This document
9	Fill in the production calendar	Resources. Calendar	This document
10	Create the first project	Projects	Creating a project

Step 1. Check your access

1. Sign in to the cabinet and make sure the menu has the Admin group: Workflows, Task types, Work types, Users, Custom fields, UI labels, Roles, Audit log, Sessions, Notification transports, Notification RACI.
2. If some items are missing, check the role in “Users”: your role must be Admin.

Step 2. Roles

Roles ship preset: Admin, Manager, Developer. Check each one's permissions and create new ones if needed. More: “Users and roles”.

Step 3. Users

Create accounts in Keycloak, then cards in Assist with the same emails. More: “Users and roles”.

Step 4. Directories

1. Open Admin → Work types. The standard set: “General”, “Development”, “Design”, “Review”, “Meetings”, “Support”. Add the missing ones, for example “Analytics”. Employees choose them when logging time.
2. Open Admin → Task types. Bug and Default are preset. Add the types your process needs. Each new type gets its own workflow.

Step 5. Workflows

Check whether the shipped processes suit the company: “Configuring workflows”. Clone system workflows and edit the copy.

Step 6. Fields

If you need your own fields (for example, “Contract number” on a project), create them: “Custom fields”.

Step 7. Notification transports

1. Open Admin → Notification transports.
2. Click Add system transport, choose a channel (Email, Telegram, Element, Web Push), and fill in the parameters.
3. Click Verify: the cabinet confirms it works.
4. Turn on the Available to users switch.

Secrets are not shown after saving.

Step 8. Notification RACI

1. Open Admin → Notification RACI.
2. In the Accountable for the result (A), Consulted (C), and Informed (I) lists, choose people. The assignee (R) is determined from the task.
3. Changes are saved automatically.

For individual projects, rules are overridden on the project's “Settings” tab.

Step 9. Production calendar

Open Resources → Calendar and mark working, shortened, weekend, and holiday days for the year. The calendar is used in resource planning and in calculating the norm: “Resources. Calendar”.

Step 10. The first project

Create a pilot project and check the whole path: a task, hours, a release. More: “Creating a project”.

How to check the result

• Each employee can sign in and sees the needed menu items.
• An assignment notification arrives in the selected channel.
• In the pilot project a task passes through stages and hours are logged.

Typical mistakes

Situation	Cause	Solution
An employee signs in but sees little	The default role is too narrow	Assign a role in the user list
The email in Assist and Keycloak differ	Linking is by email	Correct the email in the card
A transport does not pass verification	Wrong parameters	Read the verification error text, correct it

What next

• Users and roles.
• Configuring workflows.