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 Settings › General and set your account name, default language, and primary domain.

2. Set up your portal

Pro and Enterprise editions only,
Go to CMS › Portal(s) to configure your public-facing brand portal — the site your users will visit to access assets.

3. Define user roles

Go to Settings › User roles to review and customise the access levels available on your account.

4. Invite your team

Go to Users › Invitations to invite admins and other team members.

5. Upload your first assets

Go to Assets › Uploads or use + Upload files in the Assets sub-nav to add your first files.

6. Organise into albums

Go to Assets › Albums to group assets into logical collections for easier browsing.

7. Configure downloads

Go to Settings › Downloads to control how users download assets — including whether a form or approval is required.

8. Review notifications

Go to Settings › Notifications to set up email alerts for key events such as new requests or uploads.

9. Set your theme

Go to CMS › Themes to apply your brand colours and fonts to your portal.

10. Launch and share

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