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

# Organization setup

> How an organization admin finishes agency setup after creating an OfficeRidge account.

Creating an owner account is only the start. Readiness lives in authenticated
**Setup** (`/setup`) after you sign in. Organization Admins own this path —
not System Administrators, and not invited staff.

OfficeRidge uses HIPAA-aligned architecture. It is not a certified HIPAA product.
Setup does not mean the agency is survey-ready in a few minutes.

## Create the organization

<Steps>
  <Step title="Launch the agency">
    On [app.officeridge.com/sign-up](https://app.officeridge.com/sign-up), choose
    **New organization**. Capture the owner account and basic agency facts.
  </Step>

  <Step title="Sign in">
    After the wizard, sign in as the owner. You will land in **Setup** while
    `setupRequired` is still true.
  </Step>
</Steps>

## Finish setup (resumable)

Required steps stay blocked until the product sees evidence — a Texas program
(PAS, PHC, CDS, or FMSA), a service location, billing, a second user, and a
generated compliance pack. Leadership can be marked not applicable when the
agency type does not need licensed leadership.

<Steps>
  <Step title="Agency">
    Confirm programs, legal name, and organization type.
  </Step>

  <Step title="Locations">
    Add the main office and any service locations with programs, HHSC regions,
    and counties.
  </Step>

  <Step title="Leadership">
    Record licenses and governing-body or administrator rows when required.
  </Step>

  <Step title="Compliance pack">
    Review generated calendar, emergency plan, drills, and policy drafts.
    These are drafts — they still need your review. If a provisioning task
    failed, retry it from Setup before confirming.
  </Step>

  <Step title="Billing">
    Add a payment method. Checkout returns you to Setup billing, not a
    dead-end billing page.
  </Step>

  <Step title="Team">
    Invite staff. Employee records stay separate from login users; you may
    optionally link them.
  </Step>
</Steps>

You can leave and return. Progress is stored on the organization.

## Join an existing agency

Paste the invitation link on sign-up (**Join your team**) or open the link in
the email. Ask an Organization Admin to re-send if the token expired.

## Related

* [Quickstart](/getting-started/quickstart)
* [Roles and permissions](/getting-started/roles-and-permissions)
* [Plans and modules](/getting-started/plans-and-modules)


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