> For the complete documentation index, see [llms.txt](https://docs.trycaliber.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trycaliber.ai/getting-started/set-up-your-org.md).

# Set up your org

Name your workspace, connect one AI source, invite an admin, and open Home.

{% hint style="info" %}
Skip optional integrations until you see numbers on Home. One AI usage source is enough for the first hour.
{% endhint %}

{% stepper %}
{% step %}

### Sign in

Open <https://app.trycaliber.ai> and sign in with **Google** or **Microsoft**. Access is invite-only unless your org later enables Entra domain join. See [Sign in and get access](/getting-started/sign-in-and-get-access.md).
{% endstep %}

{% step %}

### Name your org

If you are creating the workspace, the onboarding wizard asks you to **Name your org**. That name appears in Settings and invites.
{% endstep %}

{% step %}

### Connect one AI usage source

In the wizard (or later under **Settings → Integrations**), connect at least one of:

* **Anthropic (Claude)** (Enterprise: Admin / Analytics API keys; Team: Caliber station plugin)
* **Cursor** (Team API key)
* **ChatGPT Enterprise** or **OpenAI** (admin key / CSV)

Details: Connect your providers.
{% endstep %}

{% step %}

### Invite a teammate (optional in the first hour)

Invite an **admin** so someone else can finish integrations if you step away. You can skip and invite later from **Settings → Members**.
{% endstep %}

{% step %}

### Open Home

Finish the wizard (**All set**). Admins and team leads land on **Home**. After the first sync (see [Data freshness](/connect-your-providers/data-freshness-and-sync-schedule.md)), you should see spend and AI-user signals.
{% endstep %}
{% endstepper %}

## What to do next

| Goal                             | Where                                                                                     |
| -------------------------------- | ----------------------------------------------------------------------------------------- |
| More providers                   | Settings → Integrations, or Connect your providers                                        |
| Station plugin (Code + Analysis) | Caliber station plugin                                                                    |
| Slack alerts                     | [Alerts and notifications](/using-caliber/alerts-and-notifications.md)                    |
| Directory / domain join          | [Microsoft Entra ID and Shapes](/connect-your-providers/microsoft-entra-id-and-shapes.md) |
| Procurement checklist            | [Access you need to grant](/getting-started/access-you-need-to-grant.md)                  |


---

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