--- title: First run section: selfhost order: 2 summary: The first sign-up creates the facility and its admin; then groups, data, a second admin, closing sign-ups, and what the Community edition leaves out. screen: Settings role: Self-hosting admin keywords: first run, sign up, create account, facility, admin, staff groups, routes, import, csv, checklist, today, second admin, signups disabled, community, hosted, differences --- ## Create the facility There is no default username or password. Whoever creates an account first creates a facility and becomes its admin. 1. **Open your address.** `/` sends you to the sign-in page at `/auth`. 2. **Choose to create the facility's account.** Sign-up is three steps. 3. **Step 1, You.** Your first and last name, your work email and a password of at least 8 characters. The email is where a password reset goes, so it has to be right. If you have set `NEXT_PUBLIC_TERMS_URL` or `NEXT_PUBLIC_PRIVACY_URL`, you also tick that you agree to them. 4. **Step 2, Your facility.** The facility name, plus two optional answers. The setting (hospital, aged care or community) chooses a starting list of staff groups. The state sets the time zone that counts and month-end use. 5. **Step 3, Confirm.** You are signed in as the facility's admin. Open ThreadCount on the next screen takes you to `Today`, where the Welcome to ThreadCount checklist lists six first steps, each with a button while it is not done. | Record | Change | Undo | |---|---|---| | Facility | Created with your facility name | Delete the account under `Settings › People & sign-in` | | User | You, role Admin, title Uniform Coordinator | Edit under `Settings › People & sign-in` | The address you typed is not verified. If mail is set up, a welcome note goes to it. If it is not, the screen says so and asks you to make sure the address is right. ## Staff groups first Open `Settings › Issuing rules` and find Staff groups and how they get uniform. It is a board with one column per route: FTE table, Starting kit and Manager approval. If you chose a setting at sign-up, a starting list is there; drag a group to another column, or use its menu to rename or remove it. Otherwise the board says "No staff groups yet — everyone is on manager approval." Add a group with New group name and Add group. Each group takes one route to its kit. The routes are explained in [groups and routes](/docs/people/groups-and-routes). ## Load your data `Settings › Data & audit log` has Import from CSV. Choose the kind of file (Catalogue, Staff register, Departments & cost centres, Supplier barcodes, Reorder levels or Opening balances), use Download template for its columns, then Import CSV. Re-importing updates matching rows. The columns are in [CSV templates](/docs/reference/csv-templates). For admins, Import the register on `People` opens this screen with Staff register already chosen. The first two checklist steps on `Today` open this screen too. ## Add a second admin Do this before you sign out. 1. **Open `Settings › People & sign-in`.** Users comes after Two-factor, and only admins see it. 2. **Choose Add user.** Enter the first and last name, an optional title, the role (Admin or Issuer), the work email and a password of at least 8 characters. 3. **Hand the password over yourself.** The screen says so: passwords set here are not emailed. An admin can later set a new password for another user with Edit on the same list, in New password (leave blank to keep). That is the way back in when mail is not configured: the forgot-password form sends nothing without mail, so a facility whose one admin forgets their password has nobody who can reset it. See [users](/docs/account/users). ## Close sign-ups Once your facility exists, stop anyone else creating one on your server: ```sh # in .env SIGNUPS_DISABLED=1 ``` ```sh docker compose up -d ``` With `SIGNUPS_DISABLED=1` the sign-in page no longer offers to create a facility, and the sign-up endpoint answers `403` with "New facility sign-ups are closed." Nothing in the product can reopen sign-ups while the variable is set. > **Careful** While sign-ups are open, any visitor to your address can create their own facility on your database. ## What differs from hosted The Community edition is built from the same code, with the parts that belong to threadcount.tech removed before release. Your instance has the coordinator app at `/app`, the phone counter at `/m` and the staff app at `/my`, in full. | Area | Hosted | Community | |---|---|---| | Plans, staff ceiling, trials | Yes | None. Every facility has everything, with no limit on staff records. | | Single sign-on | Yes | Not included. Password plus an authenticator code. | | Health-service organisations | Yes | Not included | | Card payments | Yes | Not included | | Public website, guides, pricing, legal pages, demo | Yes | Not included. `/` goes to sign-in. | | Cloudflare Turnstile | Required | Optional. Without it the per-address limits stand alone. | | Error reports and usage statistics | Sent to ThreadCount | Sent nowhere | | Android App Links | Yes | Not included | | Email | ThreadCount's mail server | Yours, or none | The published Android apps can still use your server: on the app's first screen, change the server, pick Self-hosted and enter your hostname. See [the counter app](/docs/apps/counter-app).