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Post-Installation Setup
After successfully installing AI CMS Pro, follow this comprehensive guide to configure your CMS for your specific use case. This guide is organized by CMS functionality to help you set up your system efficiently.
Table of Contents
Part 1: CMS Foundation Setup
Part 2: Module Management
Part 3: User Management
Part 4: Content Management Setup
Part 5: System Configuration
Part 6: Server Configuration
- Cron Jobs Configuration
- Queue Worker Setup
- Cache Configuration
- File Storage Configuration
- Backup Setup
- Security Checklist
Part 1: CMS Foundation Setup
First Login
Accessing the Admin Panel
- Navigate to:
http://yourdomain.com/login - Enter your admin credentials:
- Email: The email you used during installation
- Password: The password you created
- Click Login
Dashboard Overview
After logging in, you'll see:
- Dashboard: Overview of your site with key metrics
- Navigation Menu: Access to all enabled modules
- Quick Stats: Content counts, user statistics, and system information
- Recent Activity: Latest content updates and user actions
Initial Admin Account
Your installation created a Super Admin account with:
- Full system access
- All permissions enabled
- Ability to manage all modules and settings
General Settings
Accessing General Settings
- Go to Admin Panel → Settings → General
- Or navigate to:
/admin/settings/general
Essential Configuration
App Name
- Your site/company name
- Used in emails, notifications, page titles, and site headers
- Example: "My Company Website"
Logo Upload
- Click Upload Logo
- Select your logo file (PNG, JPG, or SVG recommended)
- Recommended sizes:
- Header logo: 200x50px
- Full logo: 300x100px
- Click Save
Favicon
- Upload a favicon (16x16 or 32x32 PNG)
- This appears in browser tabs and bookmarks
- Tip: Use a simple, recognizable icon
Default Language
- Select your site's default language
- Available languages: English, Spanish, French, German, and more
- Users can switch languages on the frontend
Timezone
- Select your server's timezone
- Important for:
- Scheduled posts
- Event dates
- Timestamps
- Email delivery times
Contact Information
- Email: Primary contact email
- Phone: Contact phone number
- Address: Business address (if applicable)
Saving Changes
Click Save or Update button to apply changes.
See Also: General Settings Documentation
Homepage Configuration
Why Configure Homepage First
Your homepage is the first thing visitors see. Setting it up early helps you:
- Visualize your site structure
- Test content display
- Configure the overall theme
Setting Your Default Homepage
- Go to Admin Panel → Settings → Pages → Homepage Selection
- Browse available homepage templates (10+ industry-specific templates)
- Preview homepages:
- Click on a homepage card
- Click Preview to see it live
- Select your homepage:
- Click "Set as Default" button
- The homepage's theme will be applied globally
- The homepage becomes accessible at root URL (
/)
Configuring Homepage Widgets
- From Homepage Selection, click "Edit" on your homepage
- Add widgets:
- Click "Add Widget" button
- Browse widget library (30+ widgets available)
- Select widgets relevant to your use case
- Configure widgets:
- Click Settings icon on each widget
- Configure titles, content, images, and links
- Set visibility and display options
- Reorder widgets:
- Drag widgets up or down to change order
- Order affects frontend display sequence
- Toggle visibility:
- Hide widgets without deleting them
- Useful for testing different layouts
Recommended Widget Setup
For Business Websites:
- Hero Widget (main banner)
- Services Widget
- Testimonials Widget
- Team Widget
- Contact Form Widget
For E-Commerce:
- Hero Widget
- Products Widget
- Pricing Widget
- Testimonials Widget
- Newsletter Widget
For Learning Platforms:
- Hero Widget
- Courses Widget
- Instructors Widget
- Stats Widget
- CTA Widget
See Also: Homepage Settings Documentation
Media Library Setup
Why Set Up Media Library First
The Media Library is essential for:
- Uploading images, videos, and documents
- Organizing files for easy access
- Managing file storage
- Optimizing file delivery
Initial Media Library Setup
Access Media Library:
- Go to Admin Panel → Core → Media Library
- Or navigate to:
/admin/media
Create Folder Structure:
- Click New Folder
- Create folders for:
- Images: General images
- Products: Product photos
- Blog: Blog post images
- Pages: Page content images
- Documents: PDFs and documents
- Videos: Video files
Upload Initial Assets:
- Upload your logo and branding assets
- Add placeholder images for content
- Upload any existing media files
Configure Storage:
- Local Storage: Default (files on server)
- Cloud Storage: Optional (S3, DigitalOcean Spaces, etc.)
- See File Storage Configuration
Media Library Best Practices
- Organize by Type: Create folders by content type
- Use Descriptive Names: Name files clearly
- Optimize Images: Compress images before upload
- Regular Cleanup: Remove unused files periodically
See Also: Media Library Documentation
Part 2: Module Management
Module Activation
Understanding Modules
AI CMS Pro includes multiple modules for different use cases:
- Core Modules: Always enabled (Settings, Users, Pages, Media)
- Content Modules: Blog, Testimonials, FAQs, Knowledge Base
- E-Commerce Modules: Products, Pricing Plans, Services
- Learning Modules: Courses
- Project Modules: Projects, Case Studies, Events
- Support Modules: Support Tickets
- Business Modules: Quotes, Causes, Appointments, Jobs
- Productivity Modules: Task Manager
Accessing Module Settings
- Go to Admin Panel → Settings → Module Settings
- Or navigate to:
/admin/module-settings
Enabling/Disabling Modules
View Module List:
- See all available modules
- Check enabled/disabled status
- View module descriptions
Enable a Module:
- Find the module you want
- Click Enable or toggle switch to ON
- Module appears in navigation menu
- Routes become active
Disable a Module:
- Find the module
- Click Disable or toggle switch to OFF
- Module hidden from menu
- Routes return 404 (data preserved)
Module Dependencies
Some modules require others:
- Products requires Media (for product images)
- Blog Posts requires Pages (for content structure)
- Check dependencies before disabling modules
Recommended Module Setup by Use Case
Business Website:
- ✅ Core Modules (always enabled)
- ✅ Blog Posts
- ✅ Testimonials
- ✅ FAQs
- ✅ Services
- ✅ Pages
E-Commerce Store:
- ✅ Core Modules
- ✅ Products
- ✅ Pricing Plans
- ✅ Services (optional)
- ✅ Blog Posts (optional)
Learning Platform:
- ✅ Core Modules
- ✅ Courses
- ✅ Blog Posts
- ✅ Knowledge Base
- ✅ Testimonials
Support Portal:
- ✅ Core Modules
- ✅ Support Tickets
- ✅ Knowledge Base
- ✅ FAQs
- ✅ Blog Posts
See Also: Module Settings Documentation
Module Configuration
Module-Specific Settings
Each module has its own configuration:
Access Module Settings:
- Go to Settings → Module Settings
- Click on a module name
- Or go to module's own settings page
Common Module Settings:
- Display Options: How content appears
- Pagination: Items per page
- Sorting: Default sort order
- Categories: Category management
- Permissions: Access control
Content Module Configuration
Blog Posts:
- Posts per page
- Default category
- Featured post settings
- Comment settings (if enabled)
Products:
- Products per page
- Default currency
- Tax settings
- Inventory management
Courses:
- Courses per page
- Enrollment settings
- Certificate settings
- Instructor permissions
Module Ordering
Change Display Order:
- Go to Module Settings
- Drag modules to reorder
- Order affects navigation menu
Organize by Category:
- Modules grouped by category
- Core modules always first
- Custom modules follow
Part 3: User Management
User Roles and Permissions
Understanding Roles
The system includes predefined roles:
- Super Admin: Full system access (your account)
- Admin: Comprehensive administrative access
- Editor: Content creation and editing
- Author: Content creation (own content only)
- Support Specialist: Ticket management
- Instructor: Course management (own courses)
- Student/User: Frontend access only
Accessing Roles
- Go to Admin Panel → Users → Roles
- Or navigate to:
/admin/roles
Reviewing Default Roles
View Role List:
- See all available roles
- Check permissions for each role
- Understand role capabilities
Role Permissions:
- Super Admin: All permissions (automatic)
- Admin: Most permissions except super-admin functions
- Editor: Content management permissions
- Author: Create and edit own content
- Support: Ticket-related permissions
Creating Custom Roles
Click "Create New Role"
Configure Role:
- Name: Role identifier (e.g., "Content Manager")
- Description: What this role does
- Color: Visual identifier
- Priority: Display order
Assign Permissions:
- Browse permission groups
- Select permissions to grant
- Common groups:
- Core: System access
- Users: User management
- Content: Blog, Pages, etc.
- E-Commerce: Products, Orders
- Learning: Courses
- Support: Tickets
- Business: Quotes, Appointments
Save Role
Permission Groups Explained
- View: Can see content
- Create: Can add new content
- Edit: Can modify content
- Delete: Can remove content
- Manage: Full control over module
See Also: Roles & Permissions Documentation
Creating Additional Users
When to Create Users
Create users for:
- Content editors
- Support staff
- Instructors (for courses)
- Additional administrators
- Team members
Creating a New User
Go to Users:
- Navigate to Admin Panel → Users → Users
- Or:
/admin/users
Click "Create User"
Fill User Information:
- First Name: User's first name
- Last Name: User's last name
- Email: Unique email address
- Password: Strong password (or generate)
- Phone: Optional contact number
- Photo: Upload profile picture
Assign Role:
- Select appropriate role
- User gets all permissions from role
- Can assign multiple roles (if needed)
Additional Settings:
- Active: Enable/disable user
- Email Verified: Mark email as verified
- Send Welcome Email: Notify user
Save User
User Management Best Practices
- Use Appropriate Roles: Don't give admin access unnecessarily
- Verify Emails: Ensure email addresses are valid
- Strong Passwords: Enforce password policies
- Regular Review: Audit user access periodically
See Also: User Management Documentation
Part 4: Content Management Setup
Content Structure Setup
Setting Up Categories
Before adding content, organize your structure:
Blog Categories:
- Go to Content → Blog Posts → Categories
- Create categories (e.g., "News", "Updates", "Tutorials")
- Add descriptions and images
Product Categories:
- Go to E-Commerce → Products → Categories
- Create category hierarchy
- Set category images and descriptions
Service Categories:
- Go to E-Commerce → Services → Categories
- Organize services by type
- Set up service structure
Course Categories:
- Go to Learning → Courses → Categories
- Organize by subject or level
- Create learning paths
Setting Up Pages
Go to Pages:
- Navigate to Core → Pages
- Or:
/admin/pages
Create Essential Pages:
- About Us: Company information
- Contact: Contact information and form
- Privacy Policy: Legal page
- Terms of Service: Legal page
- FAQ: Frequently asked questions (or use FAQ module)
Configure Page Settings:
- Set page titles and slugs
- Configure SEO metadata
- Set page templates
- Configure visibility
Content Templates
Create reusable content templates:
- Blog Post Template: Standard post format
- Product Template: Product page structure
- Service Template: Service page layout
CMS Workflow by Use Case
Use Case 1: Business Website
Setup Steps:
Enable Modules:
- Blog Posts
- Testimonials
- FAQs
- Services
- Pages
Configure Homepage:
- Hero Widget (company introduction)
- Services Widget (your services)
- Testimonials Widget (client feedback)
- Team Widget (team members)
- Contact Form Widget
Create Content:
- About Us page
- Services pages
- Blog posts
- Testimonials
- FAQs
Set Up Navigation:
- Configure header menu
- Add pages to navigation
- Set up footer links
Use Case 2: E-Commerce Store
Setup Steps:
Enable Modules:
- Products
- Pricing Plans (if subscriptions)
- Services (optional)
- Blog Posts (optional)
Configure Payment:
- Set up payment gateways
- Configure shipping methods
- Set tax rates
Configure Homepage:
- Hero Widget (store introduction)
- Products Widget (featured products)
- Pricing Widget (if using plans)
- Testimonials Widget
- Newsletter Widget
Create Content:
- Product categories
- Products with images
- Product descriptions
- Pricing information
Set Up Store Settings:
- Currency
- Tax configuration
- Shipping zones
- Order settings
Use Case 3: Learning Platform
Setup Steps:
Enable Modules:
- Courses
- Blog Posts
- Knowledge Base
- Testimonials
Configure Homepage:
- Hero Widget (platform introduction)
- Courses Widget (featured courses)
- Instructors Widget
- Stats Widget (student numbers, courses)
- CTA Widget (enrollment)
Create Content:
- Course categories
- Courses with content
- Instructors
- Knowledge base articles
Set Up Learning Features:
- Enrollment settings
- Certificate configuration
- Progress tracking
- Instructor permissions
Use Case 4: Support Portal
Setup Steps:
Enable Modules:
- Support Tickets
- Knowledge Base
- FAQs
- Blog Posts (optional)
Configure Homepage:
- Hero Widget (support introduction)
- Knowledge Base Widget
- FAQ Widget
- Contact Form Widget
Create Content:
- Knowledge base categories
- FAQ articles
- Support documentation
- Help articles
Set Up Support:
- Ticket categories
- Support staff roles
- Auto-response rules
- Ticket priorities
Use Case 5: Non-Profit Organization
Setup Steps:
Enable Modules:
- Causes (donations)
- Events
- Blog Posts
- Testimonials
Configure Homepage:
- Hero Widget (mission statement)
- Causes Widget (donation campaigns)
- Events Widget (upcoming events)
- Testimonials Widget (impact stories)
- Newsletter Widget
Create Content:
- Cause categories
- Donation campaigns
- Event listings
- Impact stories
Set Up Donations:
- Payment gateway for donations
- Cause categories
- Donation amounts
- Impact tracking
Part 5: System Configuration
Email Configuration
Why Configure Email
Email is essential for:
- User registration confirmations
- Password resets
- Order confirmations (e-commerce)
- Course enrollment notifications (learning)
- Support ticket notifications
- System alerts
- Newsletter delivery
Accessing Email Settings
- Go to Admin Panel → Settings → Email Settings
- Or navigate to:
/admin/settings/email
SMTP Configuration
Mail Driver
Select: SMTP (recommended for production)
SMTP Settings
Host:
- Gmail:
smtp.gmail.com - Outlook:
smtp-mail.outlook.com - Custom: Check with your email provider
Port:
- 587: TLS (recommended)
- 465: SSL
- 25: Unencrypted (not recommended)
Username:
- Your full email address
Password:
- Your email password
- For Gmail, use an "App Password" if 2FA is enabled
Encryption:
- TLS: For port 587
- SSL: For port 465
From Address:
- Email address to send from
- Usually your main email
From Name:
- Name shown in email "From" field
- Example: "Your Company Name"
Testing Email
- After configuring, click Send Test Email
- Enter a test email address
- Check if email is received
- If not received, check spam folder and verify settings
Common Email Providers
Gmail:
Host: smtp.gmail.com
Port: 587
Encryption: TLS
Username: your-email@gmail.com
Password: App Password (if 2FA enabled)Outlook/Hotmail:
Host: smtp-mail.outlook.com
Port: 587
Encryption: TLS
Username: your-email@outlook.com
Password: Your passwordcPanel Email:
Host: mail.yourdomain.com
Port: 587
Encryption: TLS
Username: your-email@yourdomain.com
Password: Your email passwordSee Also: Email Settings Documentation
Payment Gateway Setup
When Payment Setup is Needed
Configure payment gateways for:
- E-commerce stores (product purchases)
- Subscription services (pricing plans)
- Course enrollments (paid courses)
- Donations (non-profit causes)
- Appointment bookings (paid appointments)
Accessing Payment Settings
- Go to Admin Panel → Settings → Payment Gateways
- Or navigate to:
/admin/settings/payments
Supported Gateways
- Stripe (recommended)
- PayPal
- Authorize.Net
- Razorpay
- Mollie
- Square
- Klarna
- Cash on Delivery
- Free Products
Configuring Stripe (Recommended)
Get API Keys:
- Sign up at stripe.com
- Go to Developers → API Keys
- Copy Publishable Key and Secret Key
- Use Test keys for development, Live keys for production
Enter in Admin Panel:
- Publishable Key
- Secret Key
- Webhook Secret (for webhooks)
- Mode: Test or Live
Test Connection:
- Click "Test Connection"
- Verify connection is successful
- Test a transaction
Configuring PayPal
Get Credentials:
- Sign up at paypal.com
- Go to Developer Dashboard
- Create App and get Client ID and Secret
Enter in Admin Panel:
- Client ID
- Client Secret
- Mode: Sandbox (testing) or Live (production)
Configure Webhook:
- Set webhook URL in PayPal dashboard
- Enter webhook secret in admin panel
See Also: Payment Gateway Settings Documentation
SSL/HTTPS Setup
Why SSL is Important
- Encrypts data transmission
- Required for payment processing
- Improves SEO rankings
- Builds user trust
- Required for modern web features
Using Let's Encrypt (Free SSL)
In cPanel
- Go to SSL/TLS Status
- Find your domain
- Click Run AutoSSL
- Wait for certificate installation
- Enable "Force HTTPS Redirect"
Manual Setup
- Install SSL certificate via your hosting provider
- Update
.envfile:APP_URL=https://yourdomain.com - Clear cache:bash
php artisan config:clear php artisan cache:clear
Force HTTPS
After SSL is installed:
Update
.env:APP_URL=https://yourdomain.comOr configure in web server (Apache/Nginx)
Part 6: Server Configuration
Cron Jobs Configuration
Why Cron Jobs are Needed
Cron jobs run scheduled tasks:
- Email queue processing
- Scheduled posts publication
- Cleanup tasks
- Reports generation
- Cache warming
- Backup automation
Setting Up Cron Job
In cPanel
- Go to Cron Jobs
- Add new cron job:
- Minute:
* - Hour:
* - Day:
* - Month:
* - Weekday:
* - Command:bash
php /home/username/public_html/artisan schedule:run >> /dev/null 2>&1
- Minute:
- Replace
/home/username/public_htmlwith your installation path - Save cron job
Via SSH
Add to crontab:
bash
crontab -eAdd line:
* * * * * cd /path/to/your/app && php artisan schedule:run >> /dev/null 2>&1Verifying Cron Job
- Check cron job is running
- Monitor scheduled tasks in admin panel
- Check logs for any errors
Queue Worker Setup
When Queue Worker is Needed
If your application uses queues for:
- Email sending
- Image processing
- Background jobs
- Notifications
- Large file uploads
Setting Up Queue Worker
Option 1: Cron Job (Simple)
Add to cron jobs:
bash
*/5 * * * * cd /path/to/your/app && php artisan queue:work --stop-when-emptyOption 2: Supervisor (Recommended for Production)
Install Supervisor:
bashsudo apt-get install supervisorCreate config file:
/etc/supervisor/conf.d/cms_multiple-worker.confini[program:cms_multiple-worker] process_name=%(program_name)s_%(process_num)02d command=php /path/to/your/app/artisan queue:work --sleep=3 --tries=3 autostart=true autorestart=true user=www-data numprocs=2 redirect_stderr=true stdout_logfile=/path/to/your/app/storage/logs/worker.logStart supervisor:
bashsudo supervisorctl reread sudo supervisorctl update sudo supervisorctl start cms_multiple-worker:*
See Also: Your hosting provider's documentation for queue worker setup
Cache Configuration
Types of Cache
AI CMS Pro uses caching for:
- Configuration
- Routes
- Views
- Application data
- Module states
- Widget content
Clearing Cache
Via Admin Panel:
- Go to Settings → Module Settings
- Click Clear Cache
Via Command Line:
bash
php artisan cache:clear
php artisan config:clear
php artisan route:clear
php artisan view:clearCache Drivers
Configure in .env:
CACHE_DRIVER=fileOptions:
- file: Default, uses file system
- redis: For better performance (requires Redis)
- memcached: Alternative cache system
For Production: Use Redis or Memcached for better performance
File Storage Configuration
Storage Locations
- Public Storage:
public/storage/(publicly accessible) - Private Storage:
storage/app/(protected) - Media Storage:
storage/app/public/uploads(media files)
Setting Up Public Storage
Create symbolic link:
bash
php artisan storage:linkThis links storage/app/public to public/storage
File Permissions
Ensure storage directories are writable:
bash
chmod -R 755 storage
chmod -R 755 bootstrap/cacheCloud Storage (Optional)
For better performance and scalability:
- Amazon S3
- DigitalOcean Spaces
- Google Cloud Storage
- Azure Blob Storage
Configure in Settings → Storage
Backup Setup
Why Backups are Critical
- Protect against data loss
- Easy recovery from errors
- Required before updates
- Compliance requirements
Manual Backup
Database Backup
Via phpMyAdmin:
- Select your database
- Click Export
- Choose Quick or Custom
- Click Go
Via Command Line:
bash
mysqldump -u username -p database_name > backup.sqlFile Backup
Via cPanel:
- Go to Backup
- Click Generate Full Backup
- Download when ready
Via FTP:
- Download all files via FTP client
Automated Backups
Set up automated backups via:
- cPanel Backup tool
- Hosting provider's backup service
- Third-party backup solutions
Recommended: Daily database backups, weekly full backups
Security Checklist
After installation, complete these security steps:
- [ ] Change default admin password (if applicable)
- [ ] Enable SSL/HTTPS
- [ ] Set proper file permissions (755 for directories, 644 for files)
- [ ] Remove installer access (installer is auto-locked)
- [ ] Configure firewall (if available)
- [ ] Set strong admin password
- [ ] Enable two-factor authentication (if available)
- [ ] Regular security updates
- [ ] Monitor error logs
- [ ] Set up regular backups
- [ ] Review user permissions regularly
- [ ] Limit admin access to trusted users only
File Permissions Review
Ensure these permissions:
Directories: 755
Files: 644
.env: 600 (most secure) or 644
artisan: 755
storage/: 755
bootstrap/cache/: 755Quick Setup Checklist
Use this checklist to ensure you've completed essential setup:
CMS Foundation
- [ ] General Settings configured (App name, logo, timezone)
- [ ] Default homepage selected and configured
- [ ] Homepage widgets added and configured
- [ ] Media Library folder structure created
- [ ] Initial media files uploaded
Module Management
- [ ] Reviewed available modules
- [ ] Enabled modules for your use case
- [ ] Disabled unused modules
- [ ] Configured module-specific settings
User Management
- [ ] Reviewed default roles and permissions
- [ ] Created custom roles (if needed)
- [ ] Created additional users
- [ ] Assigned appropriate roles to users
Content Setup
- [ ] Created content categories
- [ ] Set up essential pages (About, Contact, etc.)
- [ ] Created initial content
- [ ] Configured navigation menus
System Configuration
- [ ] Email (SMTP) configured and tested
- [ ] Payment gateways configured (if needed)
- [ ] SSL/HTTPS enabled
- [ ] Cron jobs configured
- [ ] Queue worker set up (if using queues)
- [ ] Cache configured
- [ ] File storage configured
- [ ] Backup system set up
- [ ] Security checklist completed
Next Steps
After completing post-installation setup:
Explore Your CMS:
- Review all enabled modules
- Test content creation workflows
- Familiarize yourself with the interface
Add Content:
- Create pages
- Add blog posts (if enabled)
- Upload products (if e-commerce)
- Add courses (if learning platform)
Customize Design:
- Upload logo and branding
- Configure header/footer
- Customize colors and styles
- Test responsive design
Read Documentation:
Test Everything:
- Test user registration
- Test content creation
- Test payment processing (if applicable)
- Test email delivery
- Test on mobile devices
Support
If you need help:
- Check Troubleshooting Guide
- Review error logs in
storage/logs/ - Check module-specific documentation
- Contact your hosting provider for server issues
- Refer to application support channels
Last Updated: 1/22/2026