First steps for an administrator

This page takes the first administrator from payment to a working organisation. Each step links to the page that describes it in full.

Before the first sign-in

1. Pay in Stripe Checkout. Type the email of the administrator in the Administrator email field.
2. livewells opens your organisation, with your limits, when Stripe confirms the payment.
3. Your Entra administrator gives consent once. See Set up sign-in with Microsoft Entra.

Sign in and confirm

1. Within 30 days, the administrator signs in with Microsoft, using the account whose email is the Administrator email.
2. Microsoft must have verified that email.
3. livewells shows a page with the organisation, the buyer and the plan.
4. Confirm only if you know the buyer and the purchase.
5. The administrator chooses Confirm to become the first administrator and to connect your Microsoft organisation.
6. The page stays valid for 10 minutes. After that, the administrator signs in again.
7. If the administrator chooses This is not mine, the pending administrator ends and nothing is connected.

Bring your people in

livewells has no invitation step. People join your organisation when they sign in with Microsoft.

• Send your people the address https://app.livewells.io/signin.
• Everyone who signs in through your Entra organisation is an analyst of your livewells organisation, unless the person holds the role described under Read-only access.
• We recommend that you turn on "Assignment required" on the livewells enterprise application in Entra and assign your analysts, administrators and read-only people to it.
• A person shows in People after the first sign-in.
• To change a role, choose Administrator, Analyst or Read-only for the person and choose Change role.

See Roles and what each can do for what each role can do.

Set up your organisation

• Sign-in rules: roles from Entra, multi-factor sign-in and sign-in length. See Set up sign-in with Microsoft Entra.
• Alert addresses: name up to 5 addresses under People in Settings, in the Alert addresses block.
• Retention: the default is 90 days. An administrator can set 7 to 365 days under Retention.
• Sample downloads: an administrator ticks Allow sample downloads under Samples.
• API keys and webhooks: an administrator makes keys and adds endpoints in API keys and webhooks.
• Start limit: an administrator lowers the number of starts under People in Settings, in the Start limit block.

See Administering livewells for each setting and Best practices for the settings we recommend.