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

# Onboarding your workspace

> Set up Metal for your firm for the first time.

A checklist for admins setting up a new Metal workspace. Metal guides you through this from **Settings → Setup**.

## Open the setup checklist

Go to **Settings → Setup** (under the **Getting Started** group). The checklist walks you through connecting data and configuring how Metal classifies and scores deals.

## 1. Connect your data sources

Connect file storage and CRM so Metal works with the systems you already use. See [Integrations overview](/help/integrations/overview).

## 2. Add your team

Request accounts for your colleagues and group them into teams. See [Adding & managing users](/help/admin/users).

## 3. Configure your taxonomy

Set the deal stages, statuses, and labels that match your firm's process. See [Taxonomy](/help/admin/taxonomy).

<Tip>
  You don't have to finish everything at once — the Setup checklist tracks what's left.
</Tip>