# Quick setup

> The tasks required from opening your brand to publishing the first review.

Source: /en/start/quickstart/

This page lists, in order, the tasks required from opening your brand to publishing the first review. The steps in the panel require the **Administrator** role.

In the panel, screens with a lot of content are split into in-page tabs; in this documentation a tab is written together with its screen, as in **Settings › Publishing**. The selected tab is kept in the page address, so the same tab opens when you reload the page or share the address. To see what a term means, click the small ⓘ button next to headings, table columns, filters and summary tiles; a short explanation opens. The explanation closes with the Esc key or when you click elsewhere.

## Account

- [ ] The Sayproof team opens your brand and the first administrator account. You receive the **panel address**; the **password link** is emailed to the first administrator's address, is valid for 3 days and can only be used once. For details, see [Panel address](/en/features/users.md#panel-address).
- [ ] Set a password of at least 12 characters and sign in at the panel address; your account opens your brand. Bookmark the address.
- [ ] Turn on two-step sign-in for your account (optional, recommended): [Two-step sign-in](/en/features/users.md#two-step-sign-in).
- [ ] Add your team on the **Setup › Users** screen. Give each user only the role their work requires: Moderator for those who approve reviews, Analyst for those who produce reports. For details, see [Users and roles](/en/features/users.md).

## Channel

- [ ] Create the channel with the **Setup › Channels › Set up a channel** wizard: name, market, language. Set up a separate channel for each site in another country or on another domain where you sell under another name. By default your brand can have up to 3 open channels; for more, use the **Request another channel** button ([Channel allowance](/en/integrate/channels-and-keys.md#channel-allowance)).
- [ ] If the channel appears to customers under a name other than your brand's, fill in **Name shown to customers**, **Sender email address** and **Support page address** in the **Edit the channel** form; where a field is left empty, the brand name and the value in **Invitation sending** are used.
- [ ] If your brand has a privacy notice on the processing of personal data, enter its address (`https`) in the **Privacy notice link** field of the **Edit the channel** form; the link is shown under the review forms and in the footer of the invitation email.
- [ ] Verify the domain and enter the **page the invitation link opens**.
- [ ] Create the site key and the server key. The server key is used both for order transfer and for SSR; it is only shown at the moment it is created, so store it somewhere safe straight away.

For details, see [Channel, domain and keys](/en/integrate/channels-and-keys.md).

## Products

- [ ] On the **Products › Product sources** tab, connect your product source (a product file address or a product service) and complete the field mapping. For details, see [Products](/en/features/products.md).

A review written for a product that is not in the catalogue is left for approval by the automatic checks. When the product list is up to date, reviews are matched to the right product and product names are shown in the statistics.

- [ ] On the **Rating topics** screen, assign a topic list to your product types (for example size and fit for shoes). For details, see [Rating topics](/en/features/rating-topics.md).

## Invitations and publishing

- [ ] **Invitation sending**: waiting time, sending hours, daily limit, reminder and the system that sends the invitation.
- [ ] **Email templates**: subject line and sections. If no email template has been saved, Sayproof's default invitation email is used.
- [ ] On the **Settings › Publishing** tab, choose the publishing method: Manual, Automatic or Hybrid. The Manual method is recommended at the start; you can change it once you have assessed the incoming reviews.

For details, see [Invitations and emails](/en/features/invitations.md) and [Settings](/en/features/settings.md).

## Method statement

- [ ] Review the **Market rules › Method statement** tab. Sayproof publishes each channel's method statement on your behalf; no further action is needed. If you prefer, you can publish a channel's statement text on a page of that channel's site and link that page instead. For details, see [Market rules and method statement](/en/features/market-rules.md).

## Connecting the site

- [ ] Make sure orders reach Sayproof. If your store runs on Akinon, Shopify or WooCommerce, set up the connection with **Read from your platform** on the **Integration › Order transfer** tab; otherwise, use **Sent by your store** to send a few test orders and check the incoming requests on the same tab. For details, see [Akinon orders](/en/integrate/akinon.md), [Shopify orders](/en/integrate/shopify.md), [WooCommerce orders](/en/integrate/woocommerce.md), [Sending orders and deliveries](/en/integrate/orders.md).
- [ ] Add the review display to the product page. For details, see [Ways to set up](/en/integrate/overview.md).
- [ ] Check the "Seen on your site?" section on the **Integration › Showing reviews** tab and the **Connection log** screen.

## End-to-end test

- [ ] Send a test order in the delivered state.
- [ ] On the product page, use the "Verify my order to write a review" link to enter the order number and email address, then write a review.
- [ ] Confirm that the review appears in the **Awaiting approval** list, and approve it.
- [ ] Check that the review is shown on the product page. With SSR this can take up to 60 seconds.
- [ ] Once the waiting time has passed, an invitation is sent to the email address on the test order. Follow the invitation's status on the **Invitations** screen.

If you run into problems, see [Troubleshooting](/en/integrate/troubleshooting.md).