# Getting started

> Pick your platform, log in, and learn the screens that work the same everywhere.

Source: CBX documentation, version 3.x (released). Canonical page: https://docs.configbox.at/docs/admin-guide/getting-started/. Last updated 2026-08-02.

---
> **Audience:** store admins · **Scope:** orientation before any real work · **Last reviewed:** 2026-08-01

**TL;DR** — Everything you manage lives behind one menu in your site's admin area. Almost every
CBX screen is either a **list** (find, sort, publish, copy, delete) or an **edit form**
(fields grouped into collapsible sections, Save on top) — learn those two once and you can work
every screen in the store. The only thing that depends on your host is where that menu lives and
how your storefront pages get built — so start by picking your platform.

## 1. Pick your platform

CBX runs inside Joomla, WordPress or Magento 2. Read the one article for *your* host and
ignore the others:

- **[CBX on Joomla](https://docs.configbox.at/docs/admin-guide/getting-started/platform/cbx-on-joomla)** — logging in at `/administrator`,
  **Components → CBX**, and building your storefront with CBX menu items.
- **[CBX on WordPress](https://docs.configbox.at/docs/admin-guide/getting-started/platform/cbx-on-wordpress)** — logging in at `/wp-admin`, the
  CBX menu entry, and putting CBX content on your own pages with shortcodes.
- **[CBX on Magento 2](https://docs.configbox.at/docs/admin-guide/getting-started/platform/cbx-on-magento2)** — Magento is the shop, CBX is
  the configurator; this pointer page sends you to the guide's dedicated
  [Magento 2 system](https://docs.configbox.at/docs/admin-guide/magento2/).

## 2. Follow the shared path

Everything past the host article is the same on every platform:

1. **[Log in and find CBX](https://docs.configbox.at/docs/admin-guide/getting-started/log-in-and-find-cbx)** — where the admin area is and what the
   CBX menu contains.
2. **[Run the setup wizard](https://docs.configbox.at/docs/admin-guide/getting-started/run-the-setup-wizard)** — the first-run assistant: licence key,
   languages, taxes, store information and currencies, and which of those are expensive to change
   later.
3. **[Work the list and edit screens](https://docs.configbox.at/docs/admin-guide/getting-started/the-admin-screens)** — the shared conventions: searching
   and filtering, adding, editing, publish/unpublish, ordering, copying, and how translatable
   fields work.
4. **[Read the dashboard](https://docs.configbox.at/docs/admin-guide/getting-started/check-the-dashboard)** — the health-check screen: what its warnings
   mean and which ones need action.

## The CBX menu at a glance

| Menu item | What it manages | Read |
|---|---|---|
| **Dashboard** | Health checks, performance tips, update and license status | [Check the dashboard](https://docs.configbox.at/docs/admin-guide/getting-started/check-the-dashboard) |
| **Products** | The product tree — products, their pages, questions and answers | [Products](https://docs.configbox.at/docs/admin-guide/products/) |
| **Product Lists** | The catalogs your storefront shows | [Manage product lists](https://docs.configbox.at/docs/admin-guide/products/manage-product-lists) |
| **Calculations** | The formulas, code expressions and matrices behind dynamic prices | [Pricing](https://docs.configbox.at/docs/admin-guide/pricing/) |
| **Orders** | Every order, quotation and saved cart | [Orders](https://docs.configbox.at/docs/admin-guide/orders/) |
| **Customers** | Customer records: addresses, VAT numbers, group membership | [Manage customers](https://docs.configbox.at/docs/admin-guide/orders/manage-customers) |
| **Reviews** | The product-review moderation queue | [Moderate reviews](https://docs.configbox.at/docs/admin-guide/orders/moderate-reviews) |
| **Countries** | Geography: countries, states, counties, cities — and place-based tax rates | [Set up taxes](https://docs.configbox.at/docs/admin-guide/commerce/set-up-taxes) |
| **Shipping** | Shippers, shipping zones and shipping methods | [Set up shipping](https://docs.configbox.at/docs/admin-guide/commerce/set-up-shipping) |
| **Payment Methods** | How customers can pay, incl. surcharges and availability | [Set up payment methods](https://docs.configbox.at/docs/admin-guide/commerce/set-up-payment-methods) |
| **Store Information** | Your company identity — used on invoices, quotes and emails | [Settings](https://docs.configbox.at/docs/admin-guide/settings/) |
| **Customer Fields** | Which address/customer fields appear (and are required) in each flow | [Settings](https://docs.configbox.at/docs/admin-guide/settings/) |
| **Notifications** | The status-triggered emails to customers and the shop manager | [Set up order emails](https://docs.configbox.at/docs/admin-guide/orders/set-up-order-emails) |
| **Settings** | The global configuration screen | [Settings](https://docs.configbox.at/docs/admin-guide/settings/) |

> **Platform note (Magento 2):** on Magento-hosted stores the menu shows only **Dashboard,
> Products, Calculations** and **Settings** — Magento itself handles the other jobs, so those
> entries are deliberately absent, not broken. [CBX on Magento 2](https://docs.configbox.at/docs/admin-guide/magento2/)
> explains who does what.