Getting Started — First-time setup checklist

When you first set up a Brandkit account, work through these steps in order. Each links to a more detailed article.

1. Configure your account basics

Go to Admin > Settings > General and set your account name, legal name, primary contact email, login wall logo and background image, and more.

2. Set up your portal

Pro and Enterprise editions only.

Go to Admin > CMS > Portal to configure your public-facing brand portal — the site your users will visit to access assets.

Note that typically the Brandkit team will do the initial Portal setup for you, including optional custom design.

3. Define User Roles

Go to Admin > Settings > User roles to review and customise the access levels available on your account. Defaults include Owner, Admin, Staff, Standard and Public.

4. Invite your team

Go to Admin > Users > Invitations to invite Admins and other team members.

5. Upload your first Assets

Go to Admin > Assets > + Upload files (in the left hand sub-menu) or use + Add button in the top right navbar (in Admin), to upload your first files.

6. Organise into Albums / Collections

Go to Admin > Assets > Albums / Collections to group assets into logical collections for easier browsing.

7. Configure downloads

Go to Admin > Settings > Downloads to control how users download assets — including whether a custom form is required.

8. Review notifications

Go to Admin > Settings > Notifications to set up email alerts for key events such as new users, expired assets, etc

9. Set your theme

Pro and Enterprise editions only.

Go to Admin > CMS > Themes to apply your brand colours and fonts, etc (CSS) to your portal design.

10. Launch and share

Once configured, share your portal URL with your team and any other users.