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Overview

After successfully installing CrewAI Platform, perform these initial setup tasks to configure the system and prepare it for use.

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Initial Setup Tasks

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Initialize Internal Organization

kubectl exec -it deploy/crewai-web -- rake studio:install_internal_organization

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Set Up Default Permissions

# Replace with your admin email
kubectl exec -it deploy/crewai-web -- \
  rake factory:setup_permissions_defaults 'factory:add_owner[2,admin@company.com]'

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Enable Studio V2 (Optional)

If using Crew Studio V2 features:
  1. Ensure the latest platform image is deployed
  2. Create an LLM Connection named studio-v2 (lowercase) in the UI
  3. Set as default connection in Settings → Crew Studio
  4. Run the following commands:
# Install Studio agent
kubectl exec -it deploy/crewai-web -- rake studio:agent:install

# Sync and index tools
kubectl exec -it deploy/crewai-web -- \
  rake studio:tools:sync_crewai_tools \
       studio:tools:sync_enterprise_tools \
       studio:tools:reindex_tools

# Install Studio runner
kubectl exec -it deploy/crewai-web -- rake studio:runner:install

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Accessing the Application

Choose the appropriate access method for your deployment:

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Via Port Forwarding (Development)

# Forward web service port
kubectl port-forward svc/crewai-web 2603:80

# Access in browser
open http://localhost:2603

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Via Ingress (Production)

If ingress is enabled, access via your configured hostname: 
# Example with NGINX ingress
open https://crewai.company.com

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Via LoadBalancer (Alternative)

If using LoadBalancer service type: 
# Get LoadBalancer external IP
kubectl get svc crewai-web

# Access via LoadBalancer IP
open http://<EXTERNAL-IP>:80

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Verification Steps

After completing post-installation setup:
  1. Access the Web UI using one of the methods above
  2. Log in with your configured authentication provider
  3. Verify admin access by checking user permissions
  4. Test basic functionality by creating a test crew or project
  5. Check background workers are processing jobs: 
    kubectl logs -l app=crewai-worker --tail=50