> ## Documentation Index
> Fetch the complete documentation index at: https://university.triggr-app.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Triggr Core

> Sign in to Triggr Core and work through the setup checklist on Home.

Core takes about 20 minutes to set up: sign in, then work through the five-step checklist on Home.

<Frame caption="Welcome to Triggr Core: the setup checklist and where everything is (1:29).">
  <video controls preload="none" playsInline className="w-full aspect-video rounded-xl" poster="/images/videos/welcome-to-core.jpg" src="https://mintcdn.com/triggr/rFRD51HB_88hTzdJ/images/videos/welcome-to-core.mp4?fit=max&auto=format&n=rFRD51HB_88hTzdJ&q=85&s=893e06cc9a67973e9b5a1fa53d2c609b" data-path="images/videos/welcome-to-core.mp4" />
</Frame>

## Sign in

Sign in at [core.triggr-app.com](https://core.triggr-app.com) with **Continue with Microsoft** or your email address. You need an invitation from your Triggr account manager or a [teammate](/core/get-started/invite-your-team). With more than one organisation, pick yours under Choose your workspace; switch later from the bottom of the sidebar.

## Work through the checklist

On Home, click **Set up** on each step in order. Core ticks a step off when it's done and its button changes to Review.

<Frame>
  <img src="https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/overview/home-checklist.png?fit=max&auto=format&n=MwzXHG3UWzFixdSz&q=85&s=0c2edf07b805de3d40590ae10949b8b4" alt="The Get set up in about 20 minutes card listing Connect Microsoft 365, Connect your PSA, Add your branding, Configure User Onboarding and Add your clients, next to a Microsoft card with a Connect Microsoft 365 button." width="2160" height="970" data-path="images/core/overview/home-checklist.png" />
</Frame>

| Step | Ticked off when |
| - | - |
| 1. [Connect Microsoft 365](/core/get-started/connect-microsoft-365) | Your Microsoft sign-in is authorised. |
| 2. [Connect your PSA](/core/get-started/connect-your-psa) | A PSA connection is saved. |
| 3. [Add your branding](/core/get-started/add-your-branding) | A display name or logo is saved. |
| 4. [Configure User Onboarding](/core/get-started/configure-user-onboarding) | User Onboarding is saved and not Disabled. |
| 5. [Add your clients](/core/get-started/add-your-clients) | You have at least one client. |

Then [share your forms](/core/get-started/share-your-forms) and [invite your team](/core/get-started/invite-your-team).

## Troubleshooting

<AccordionGroup>
  <Accordion title="“Triggr Core isn't enabled for …”">
    You're in a workspace that doesn't have Core. Click Choose another workspace and pick your organisation; if it isn't listed, ask your account manager.
  </Accordion>
</AccordionGroup>


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