> For the complete documentation index, see [llms.txt](https://docs.in8sync.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.in8sync.com/getting-started/installation.md).

# Installation

How SphericalBRM + POS gets installed and configured — the high-level path from a fresh NetSuite account to a portal your team can log into.

<code class="expression">space.vars.productName</code> is added to your existing NetSuite account as an add-on, then configured through a web-based Admin Portal. This page walks through the high-level setup so you know what to expect — no technical knowledge required to read it.

{% hint style="info" %}
Different people handle different parts of setup. Your NetSuite administrator does the install inside NetSuite; your client administrator configures the portals; your team logs in once it's ready. See [Choose Your Path](/getting-started/choose-your-path.md) for who does what in detail.
{% endhint %}

## Before you start

You'll need:

* An active NetSuite account.
* A <code class="expression">space.vars.productName</code> license. (If you don't have one yet, contact your account representative.)
* A NetSuite administrator who can install the add-on.
* A client administrator who will configure the portals.

## The setup process

{% stepper %}
{% step %}

### Install in NetSuite

Your NetSuite administrator installs <code class="expression">space.vars.productName</code> into your NetSuite account. This is a one-time process that adds the necessary records, scripts, and configuration to your environment. Your NetSuite administrator handles this end-to-end — the detailed steps live in the NetSuite Admin Guide.
{% endstep %}

{% step %}

### Activate the license

After installation, your organization's license is activated. This unlocks the platform and determines which features are available.
{% endstep %}

{% step %}

### Configure the portals

A client administrator logs into the Admin Portal and sets up the basics — subsidiary details, user roles, workflows, portal pages (using the visual Page Builder), product catalogs, payment methods, and branding. Start with the [Client Admin Guide](/client-admin-guide/admin-app-overview.md) for the full walkthrough.
{% endstep %}

{% step %}

### Invite users

Once the portals are configured, the client administrator invites team members and assigns each one a role. Each person sees the pages and tools that match their job.
{% endstep %}

{% step %}

### Go live

Users log in and start working. The Admin Portal stays available for ongoing changes — you can update pages, adjust workflows, add new users, and tweak settings any time.
{% endstep %}
{% endstepper %}

## What success looks like

A team member with a standard role logs in and sees the right pages for their job. They can complete their daily tasks — process a sale, place an order, view a dashboard — without help. Administrators can return to the Admin Portal whenever they need to update something.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Choose Your Path</strong></td><td>Find the guide that matches your role.</td><td><a href="/getting-started/choose-your-path.md">Choose Your Path</a></td></tr><tr><td><strong>Key Concepts</strong></td><td>The terms you'll meet across the rest of the documentation.</td><td><a href="/getting-started/key-concepts.md">Key Concepts</a></td></tr><tr><td><strong>Client Admin Guide</strong></td><td>The full walkthrough for configuring the Admin Portal.</td><td><a href="/client-admin-guide/admin-app-overview.md">Getting Started</a></td></tr></tbody></table>