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

# How do I set up a new workspace?

> The welcome window and the Setup checklist that walks an admin through the six things a workspace needs.

When an admin opens a new workspace, NextLevel MCA shows a welcome window and a **Setup** checklist at the top of the page. The checklist tracks the six things a workspace needs before its first submission, and ticks each one off as you do it.

<Note>
  Admins only. Reps and managers see a shorter welcome and no checklist.
</Note>

## The welcome window

The first time you open the app you see **Welcome, *your name*. Let's get your workspace ready.** with the six steps listed and ticked where they're already done.

* **Start setup** opens the checklist.
* **Show me around** takes you to the Deals page and runs its tour. See [Guided tours](/help/guided-tours).

The welcome shows once per person. Closing it counts as seen. Reps and managers get **Welcome, *your name*** with **Show me around** or **Skip**.

## Working through the checklist

The checklist lives in the **Setup 3/6** button in the top bar of NextLevel MCA, next to the **?** menu. Click it to see each step, why it matters, and a link to where you do it.

<Steps>
  <Step title="Connect a mailbox">
    Without one, submissions can't be emailed to lenders. **Set up** opens **Settings → Senders**. Ticks when at least one mailbox in the workspace is connected. See [Connecting Gmail or Outlook](/help/email-senders).
  </Step>

  <Step title="Add your lenders">
    Deals can only be submitted to lenders you've added. **Set up** opens **Lenders**. Ticks when you have at least one active lender. See [Adding a lender](/help/add-lender).
  </Step>

  <Step title="Review your pipeline">
    Check the stages deals move through and what moves them. Your pipeline comes with default stages, so this step ticks only when you click **Mark reviewed**. **Open** takes you to **Settings → Pipeline**. See [Deals and the pipeline](/help/deals-and-pipeline) and [Pipeline stage events](/help/pipeline-stage-events).
  </Step>

  <Step title="Review the application form">
    Choose what merchants fill in, then share the link. The form comes with defaults too, so click **Mark reviewed** when you're happy. **Open** takes you to **Settings → Application Form**. See [The application form](/help/application-form).
  </Step>

  <Step title="Add your team">
    Give your reps and managers access. **Set up** opens **Settings → Team**. Ticks once the workspace has more than one active user. See [Adding team members](/help/add-team-member).
  </Step>

  <Step title="Add your logo">
    It appears on the application form, merchant portal and PDFs. **Set up** opens **Settings → General → Branding**. Ticks when a logo is uploaded there or in the application form's branding.
  </Step>
</Steps>

When all six are done the button reads **All set** and the checklist says **You're all set**. Once you've closed it after that, it goes away.

## What happens next

* The checklist never opens by itself. Open it whenever you want from the **Setup** button.
* Steps are checked live. If a mailbox is later disconnected or your only lender is retired, that step goes back to unticked.
* **Mark reviewed** counts for the whole workspace: once one admin marks the pipeline reviewed, every admin sees it ticked.
* The welcome window and hiding the checklist are per person.

## Hiding and bringing it back

* **Hide setup guide** at the bottom of the checklist removes the **Setup** button for you.
* To bring it back, open the **?** menu in the top bar and choose **Setup guide**.

## Common problems

<AccordionGroup>
  <Accordion title="I don't see the Setup button">
    It's for admins only, and it's gone if you hid it or finished all six steps. Use **?** → **Setup guide** to bring it back. If **Setup guide** isn't in the menu either, you're not an admin on this workspace.
  </Accordion>

  <Accordion title="I connected a mailbox but the step isn't ticked">
    Click the **Setup** button again; it re-checks every time it opens. The mailbox must show as connected in **Settings → Senders**. A disconnected mailbox doesn't count. See [Reconnecting a mailbox](/help/reconnect-mailbox).
  </Accordion>

  <Accordion title="Add your team stays unticked">
    It needs at least one active user besides you in **Settings → Team**. Deactivated users don't count.
  </Accordion>
</AccordionGroup>


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