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Getting started

First steps in the admin.

The Dashboard walks you through what a new site needs – connecting Claude first, then appearance, company details, pages, privacy policy, e-mail and your kind of business – and shows what is waiting for you.

The Dashboard with Ask Claude, your latest requests and First steps

The Dashboard with Ask Claude, your latest requests and First steps

The Dashboard

After signing in you land on the Dashboard. Until you finish or hide them, administrators see First steps. Each one is ticked off by itself once the site has it done:

  1. Connect Claude – add your site as a custom connector in the Claude app; My account shows the exact address (see Connect Claude over MCP). This step comes first whenever the Claude connection is switched on.
  2. Give your site a face – logo, main colour and fonts in Site appearance.
  3. Fill in company details – address, phone and opening hours in Business details.
  4. Prepare your pages – replace the sample texts of the starter site and pick the home page.
  5. Complete the privacy policy – fill in the draft page and publish it.
  6. Set up e-mail – where the site sends e-mail from (Settings → Mail).
  7. Your kind of business – a blueprint for a clinic, a manufacturer, a craftsman and more adds the collections, facts and checks such a business needs.

Waiting for you

Waiting for you lists everything that waits for a person: requests Claude finished, pages and site parts with unpublished changes, unresolved comments on drafts, news drafts, hidden collection items changed in the last 30 days, proposed exceptions to the opening hours and unpublished changes of the look. Each person sees only what they may open.

Ask Claude

With the Claude connection switched on, the Ask Claude box on the Dashboard turns what you write into a request for Claude – see Claude as your site's operator.

Finding your way around

The menu on the left is grouped by job: Content, Company, Customers, Appearance, Claude, Site care and Administration – How the admin fits together shows what lives where. What you see depends on your role – an editor, for example, does not see the settings. Ctrl K opens quick search for any section, page or news item, and How to use this next to each heading opens its article in this guide.

The admin has a dark mode and works on a phone too.

Still stuck?

Ask on GitHub or write to info@kaletacms.com – the guide gets better with every question.