Setup Checklist

Before you start

This checklist walks you through setting up CoCoCo from scratch. Each step builds on the previous one — work through them in order for the smoothest experience.

Step 1: Invite your team

Before anything else, get your people into the platform.

Go to Identity & Access in the left sidebar
Create a Policy that fits the role (e.g. Admin, Read-Only)
Create a User and assign the Policy
Repeat for each team member

Step 2: Create a Network

A Network is the container for all your connected machines and devices.

Go to Menu → Networks and click + Add Network
Give it a name (e.g. Main Production Floor) and save

Step 3: Connect your Devices

Go to Menu → Devices and click + Add Device
Select the Network, set the protocol (MQTT, HTTP, JMF, or SQL)
Create a Device Token for authentication and save

Step 4: Set up your Production Structure

Data → Production Cells → create a cell (e.g. Digital Printing)
Data → Work Centers → add your machines, people, or tools
Assign each Work Center to a Production Cell
Add Capabilities where needed

Step 5: Configure Tenant Settings

Go to Menu → Developer → Config
Add CONFIG entries for settings and SECRET entries for credentials

Step 6: Build your first Workflow

Go to Menu → Workflows and click + New Workflow
Define a trigger, add nodes, and activate

Step 7: Set up Notifications

Go to Menu → Notification Groups and create a group
Add recipients and link to relevant Workflows

You’re ready

Once all seven steps are done, your platform is live. Use the reference articles to go deeper on any topic.