ThreadCount
8c86c988c1
Uniform stock management for healthcare linen rooms: the coordinator app, the phone counter and the staff app, for your own server. Built from 2d04e45 on 2026-09-15. Licensed under the Functional Source License (FSL-1.1-ALv2).
84 lines
5.3 KiB
Markdown
84 lines
5.3 KiB
Markdown
---
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title: First run
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section: selfhost
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order: 2
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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.
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screen: Settings
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role: Self-hosting admin
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keywords: first run, sign up, create account, facility, admin, staff groups, routes, import, csv, checklist, today, second admin, signups disabled, community, hosted, differences
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---
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## Create the facility
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There is no default username or password. Whoever creates an account first creates a facility and becomes its admin.
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1. **Open your address.** `/` sends you to the sign-in page at `/auth`.
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2. **Choose to create the facility's account.** Sign-up is three steps.
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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.
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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.
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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.
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| Record | Change | Undo |
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|---|---|---|
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| Facility | Created with your facility name | Delete the account under `Settings › People & sign-in` |
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| User | You, role Admin, title Uniform Coordinator | Edit under `Settings › People & sign-in` |
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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.
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## Staff groups first
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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.
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Each group takes one route to its kit. The routes are explained in [groups and routes](/docs/people/groups-and-routes).
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## Load your data
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`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).
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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.
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## Add a second admin
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Do this before you sign out.
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1. **Open `Settings › People & sign-in`.** Users comes after Two-factor, and only admins see it.
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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.
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3. **Hand the password over yourself.** The screen says so: passwords set here are not emailed.
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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).
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## Close sign-ups
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Once your facility exists, stop anyone else creating one on your server:
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```sh
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# in .env
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SIGNUPS_DISABLED=1
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```
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```sh
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docker compose up -d
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```
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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.
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> **Careful** While sign-ups are open, any visitor to your address can create their own facility on your database.
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## What differs from hosted
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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.
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| Area | Hosted | Community |
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|---|---|---|
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| Plans, staff ceiling, trials | Yes | None. Every facility has everything, with no limit on staff records. |
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| Single sign-on | Yes | Not included. Password plus an authenticator code. |
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| Health-service organisations | Yes | Not included |
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| Card payments | Yes | Not included |
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| Public website, guides, pricing, legal pages, demo | Yes | Not included. `/` goes to sign-in. |
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| Cloudflare Turnstile | Required | Optional. Without it the per-address limits stand alone. |
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| Error reports and usage statistics | Sent to ThreadCount | Sent nowhere |
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| Android App Links | Yes | Not included |
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| Email | ThreadCount's mail server | Yours, or none |
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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).
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