Initial Setup

Initial Setup

After installing jotty·page, you need to complete the initial setup to create your admin account.

First-Time Access

Without SSO

When you first access jotty·page, you'll be automatically redirected to /auth/setup if no users exist.

1. Navigate to Your Installation

   • Open your browser and go to http://localhost:1122 (or your configured address)

2. Create Admin Account

   • Enter your desired username
   • Create a strong password (minimum 6 characters)
   • Confirm your password
   • Click "Create Admin Account"

3. Login

   • After account creation, you'll be logged in automatically
   • The first user is always an admin by default

With SSO Enabled

If SSO (Single Sign-On) is configured:

1. Click "Sign in with SSO"
2. Authenticate through your SSO provider
3. The first user to sign in via SSO becomes admin automatically

Post-Setup Configuration

Customize Application Settings

1. From your admin account, click on the shield icon on the header
2. In the App Settings section:
   • App Name: Change the application name (default: "jotty·page")
   • App Description: Update the description
   • App Icons: Upload custom icons for 16x16, 32x32, and 180x180 sizes (16x16 and 32x32 - prioritised - also work as browser favicon).

Customise your user experience

You can set user specific customisations

1. Go to Profile → Settings tab

• Landing page:
  • Checklists - Always start in checklists mode
  • Notes - Always start in notes mode
  • Last Visited - Return to where you were last
• Theme
  • Browse through a lot of built-in themes (this can be overridden from the session specific settings)
• Markdown vs HTML
  • Choose if to store tables as markdown or html

Session specific settings

Click on the cog icon on the header:

• Theme: Set a theme for that specific browser session
• Show Emojis: Auto-add emojis to checklist items
• Autosave Notes: Enable automatic saving (every 5 seconds)
• Show Markdown Preview: Display markdown preview panel
• Compact Mode: Wraps the note editor in a container to improve focus mode on larger screens
• Show notes preview on card: Show/hide preview of notes within the cards on the homepage.

Create Your First Content

Create a Checklist

1. Click the "+" button in the sidebar
2. Select New Checklist
3. Enter a title
4. Choose a category (optional)
5. Select checklist type:
   • Simple: Basic todo list
   • Task: Advanced with time tracking and Kanban board

Create a Note

1. Switch to Notes mode (toggle at top of sidebar)
2. Click the "+" button
3. Select New Note
4. Enter a title
5. Choose a category (optional)
6. Start writing in the rich text editor

Create Categories

Organize your content with categories:

1. Click the "+" button in the sidebar
2. Select New Category
3. Enter category name
4. Choose parent category (optional, for nested categories)
5. Click Create

Add More Users (Admin Only)

1. Click on the shield icon in the header
2. Navigate to Uses
3. Click AddUser
4. Enter username and password
5. Toggle "Admin" if needed
6. Click Create User

Generate API Key (Optional)

If you want programmatic access:

1. Go to your Profile
2. Find the API Key section
3. Click Generate
4. Copy and securely store your API key.

⚠️ Important: API keys provide full access to your account. Store them securely! You can always refresh your key. API keys are user specific and unless a user is admin they can only access user specific data.

Next Steps

• Checklists Guide - Learn about checklists
• Notes Guide - Learn about notes
• Keyboard Shortcuts - Boost your productivity
• Sharing - Share content with others