Create the first admin account
Create a one-time setup token, then use it to create the Owner account and finish first-run setup.
A new install has no users. You create the first one, the Owner, with a one-time setup token. Only someone who can log in to the server can create that token.
Install the setup tools
Run these from inside the zelvynta-platform folder:
corepack enable
pnpm installCreate the setup token
MONGODB_URI="mongodb://localhost:27017/zelvynta?directConnection=true" pnpm --filter @zelvynta/web run seed:setup-tokenThe token is printed once. Copy it now. You can't display it again.
Note
Use the address above exactly. The database address in .env only works from inside Docker.
Open Zelvynta CRM
Open https:// followed by your domain in a browser. A new install sends you to the setup screen automatically.
Create the Owner account
On the Administrator step, fill in:
- Setup token: the token you copied.
- Email and Password.
- Confirm password.
Zelvynta CRM creates the Owner account and signs you in.
Finish setup
- Business profile: enter your business name, country code, timezone, currency code and locale. The logo URL is optional.
- Modules: choose which modules your team uses: Leads, Contacts, Companies, Deals and Tasks.
- Review: check your choices and finish.
You land on the Zelvynta CRM home page.
Zelvynta CRM is now installed. If anything went wrong, see Troubleshooting.