> ## Documentation Index
> Fetch the complete documentation index at: https://docs.auxia.io/llms.txt
> Use this file to discover all available pages before exploring further.

# First-Time Setup Checklist

Before creating your first treatment, ensure your Console environment is properly set up. This checklist covers what should already be configured by your admin and what you need to verify.

## Pre-Flight Checklist

Use this checklist to verify your Console is ready:

* [ ] **You can log in** to Auxia Console
* [ ] **You see the Home dashboard** with your company's data
* [ ] **Treatment Types are configured** (check Configuration > UI Layout)
* [ ] **Surfaces are set up** (where treatments will appear)
* [ ] **At least one Journey exists** (or you have permission to create one)
* [ ] **You understand your Goals** (goals you're tracking)

***

## Step 1: Log In and Navigate

### Accessing Auxia Console

1. Open your browser and navigate to your Auxia Console URL
2. Enter your email and password
3. Complete any multi-factor authentication if required
4. You'll land on the **Home** dashboard

### First Look at the Dashboard

When you first log in, you'll see:

| Element            | Description                                    |
| ------------------ | ---------------------------------------------- |
| **Top Navigation** | Project selector, language switcher, user menu |
| **Left Sidebar**   | Main navigation to all Console sections        |
| **Dashboard Area** | KPIs, charts, and performance summaries        |

> **Tip:** If you manage multiple projects, use the dropdown in the top navigation to switch between them.

***

## Step 2: Understand Your Navigation

The left sidebar is your primary navigation. Here's what each section contains:

### Home

Your dashboard showing:

* Goal KPIs (goal performance)
* Journey Performance (journey metrics)
* Treatment Performance (individual content metrics)

### Treatments & Journeys

Where you manage content:

* **Treatment Portfolio**: All your treatments (create, edit, view)
* **Journey Portfolio**: Your journeys
* **QA & Testing**: Test treatments before launch

### Analytics

Deep performance analysis:

* **Goal Analytics**: Goal-level metrics and trends
* **Journey Analytics**: Journey performance breakdown

### Agent and AI Insights

Your AI-powered assistant:

* Ask questions about your data
* Get recommendations for optimization
* Explore insights with interactive charts

### Configuration

Setup and settings:

* **Data Management**: Data fields, user attributes
* **Experience Delivery**: Destinations, integrations (Braze, etc.)
* **Company**: User types, value events
* **UI Layout**: Surfaces, treatment types

### Admin

User management:

* **Users & Roles**: Add/remove users, manage permissions

***

## Step 3: Verify Configuration (Admin-Level)

These items should be set up by your admin. Verify they exist:

### Treatment Types

Treatment types define the format of your content (banner, modal, push notification, etc.).

**To check:**

1. Go to **Configuration** > **UI Layout**
2. Click on **Treatment Types** tab
3. Verify at least one treatment type exists

> **Note:** If no treatment types exist, contact your admin. You cannot create treatments without them.

### Surfaces

Surfaces define where treatments appear in your app.

**To check:**

1. Go to **Configuration** > **UI Layout**
2. Click on **Surfaces** tab
3. Verify surfaces are configured for your app screens

### Goals

Goals are what you're trying to achieve.

**To check:**

1. Go to **Configuration** > **Company**
2. Look for configured goals
3. Note which goals are active

***

## Step 4: Understand Your Permissions

Your role determines what you can do in Console. Common permissions include:

| Permission                    | What You Can Do                           |
| ----------------------------- | ----------------------------------------- |
| **View Treatments**           | See existing treatments                   |
| **Edit Treatments**           | Create and modify treatments              |
| **View Journeys**             | See existing journeys                     |
| **Edit Journeys**             | Create and modify journeys                |
| **View Analytics**            | Access analytics dashboards               |
| **Use Agent and AI Insights** | Access the Analyst Agent                  |
| **Configure Settings**        | Modify configuration (usually admin only) |

> **Tip:** If you can't access a section, you may not have the required permission. Contact your admin for access.

***

## Step 5: Familiarize Yourself with Key Screens

Before creating content, take a quick tour:

### Treatment Portfolio

Navigate to **Treatments & Journeys** > **Treatment Portfolio**

You'll see:

* List of all treatments
* Status indicators (active, paused, draft)
* Quick actions (edit, preview, pause)
* Filters and search

### Journey Portfolio

Navigate to **Treatments & Journeys** > **Journey Portfolio**

You'll see:

* List of all journeys
* Journey types (Evergreen vs Burst)
* Associated treatments
* Performance summary

### Home Dashboard

Return to **Home** to see:

* High-level KPIs
* Trend charts
* Quick links to your most important data

***

## Step 6: Set Your Preferences

### Language

Auxia Console supports multiple languages. To change:

1. Click your project name in the top navigation of the left sidebar menu
2. Click the language selector in the top navigation
3. Select your preferred language
4. The interface will update immediately

***

## Common First-Time Issues

### "I can't see any data"

**Possible causes:**

* You're looking at a new project with no treatments yet
* Date range filter is set incorrectly
* Data takes time to populate (up to 24 hours for new setups)

**Solution:** Check the date range selector in analytics pages. Try selecting "Last 7 Days" or "Last 30 Days".

### "I can't create a treatment"

**Possible causes:**

* No treatment types are configured
* No surfaces are set up
* You don't have edit permissions

**Solution:** Contact your admin to verify configuration and permissions.

### "The page looks different than screenshots"

**Possible causes:**

* Your company may have customized layouts
* Features may vary based on your subscription
* This guide may be newer/older than your Console version

**Solution:** Focus on the functionality rather than exact visual match.

***

## Ready to Create!

Once you've completed this checklist, you're ready to create your first treatment.

Continue to: [Understanding Goals](/guides/quick-start/understanding-goals)

***

## Quick Reference: Getting Help

| Need              | Action                                       |
| ----------------- | -------------------------------------------- |
| In-app help       | Click info icons for contextual tips         |
| Ask a question    | Use Agent and AI Insights to query your data |
| Technical support | Contact your Auxia representative            |
| Feature request   | Talk to your Auxia account team              |