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

# Getting Started with Guided Setup

> Use the Guided Setup wizard to configure your organisation from scratch in five steps.

When you first access the Feedz Enterprise dashboard, you will be greeted by the Guided setup screen (you can also open this manually by clicking the **Guided setup** button in the top-right corner to launch the setup wizard). It walks you through the five core tasks needed to get your organisation ready.

If you've been through it before, you can relaunch it at any time — it will pick up your existing data so you can review or update things without starting over.

***

## Step 1 — Add your team

Team members are the trainers, admins, and owners who use Feedz under your Enterprise plan. Everyone you add here will appear in the **Users** tab, where you can manage their roles and settings later.

To add a member, click **Add team member** and fill in:

* **First name** and **Last name**
* **Email address** — they'll receive an invite to log in
* **Role** — choose from `TRAINER`, `ADMIN`, or `OWNER`

| Role    | What they can do                                                |
| ------- | --------------------------------------------------------------- |
| TRAINER | Create and submit reports within their assigned academies       |
| ADMIN   | Manage academies, trainees, and reports across the organisation |
| OWNER   | Full access to all settings, permissions, and billing           |

Click **Next** when you're done.

***

## Step 2 — Add academies

Academies are groups that organise your trainees and their reports. A football club might have one academy per age group; a multi-sport organisation might have one per sport.

Click **Add academy** and provide:

* **Name** — the academy's display name
* **Activity** — the sport or discipline (e.g. Football, Tennis)
* **Group** — the age group (e.g. Adults, Youth, Kids)
* **Academy trainers** — which team members can create reports inside this academy

Click **Add academy** to create the academy. You can create as many academies as you need and manage them later from the **Academies** tab.

Click **Next** when done.

***

## Step 3 — Add trainees

Trainees are the Trainees who receive feedback reports. Each trainee belongs to one or more academies.

Click **Add trainee** and enter:

* **Name**
* Select **Academy** — which academy they belong to
* Add their **Name**
* Enter their **Email**
* Tick **Contact is guardian** if the contact details are for the Trainee's guardian, and enter the **Guardian's name**

Click **Add trainee** to save and create the trainee. Once added, trainees are accessible from the **Trainees** tab where you can view their report history and update their details.

Click **Next** when done.

***

## Step 4 — Bulk import

If you have a large number of academies, trainers, or trainees to set up, bulk import is faster than adding them one by one.

Navigate to the **Import/Export** tab, download the Excel template provided, fill it in with your data, then upload it to apply your changes. Full step-by-step guidance is available there.

Click **Next** to continue — you can always come back to this step later.

***

## Step 5 — Settings

The final step configures organisation-wide settings that apply to every member and academy. You can toggle:

| Setting                        | What it does                                                           |
| ------------------------------ | ---------------------------------------------------------------------- |
| **Automated emails**           | Automatically emails reports to trainees after a trainer approves them |
| **Training video search**      | Lets trainers attach AI-suggested training videos to reports           |
| **Inspirational story search** | Lets trainers attach AI-suggested inspirational examples to reports    |

Click **Save settings**, then **Complete setup** to finish. Your team can now log into the Feedz mobile app and start giving feedback.

***

All of these settings can be revisited at any time — from the individual section pages in the sidebar, or by reopening Guided Setup.