Meridian setup checklist

The Setup page shows what is set up, what Meridian has seen working, and what is still missing. Status is computed from what Meridian has observed. The only status a person sets by hand is Skipped, and only on an optional step.

Open it from Settings. The link under the Settings heading is Setup checklist. The page title is Setup, and the line under it is "What is set up, what Meridian has seen working, and what is still missing." Back to settings returns to Settings.

Who sees what

An owner or an admin sees the setup profile, every checklist step, and the skip controls.

The person named as platform owner sees the platform steps and the steps shared by both roles. They do not see the profile form or the skip controls.

The person named as finance owner sees the finance steps and the steps shared by both roles. They do not see the profile form or the skip controls.

Anyone else who can open the page sees the heading, the complete or not-complete line, and the two downloads. They do not see the profile or the steps.

If the profile cannot be loaded, the page says "Setup status could not be loaded."

Complete or not

While any required step is still short of Verified, or any optional step is neither Verified nor Skipped, the page says "Setup is not complete."

When every required step is Verified and every optional step is Verified or Skipped, the page says "Setup is complete as of" and the time Meridian recorded.

Setup profile

The form is titled Setup profile. It is on the page for an owner or an admin. Save profile sends it. While the save is in progress the button says Saving….

Identity provider is None, Entra, Google, or Okta. Before the first save, Meridian fills this from the provider it has already seen, when it has seen one. After a save, the menu shows what was saved.

Break-glass account email appears when the identity provider is Entra, Google, or Okta. It is hidden when the provider is None. The address has to be a member of this organization. If it is missing, the page says "Name a break-glass account when an identity provider is chosen."

Platform owner email and Finance owner email are optional. An address you enter has to be a member of this organization. Saving a platform owner adds a required Platform owner step. Saving a finance owner adds a required Finance owner step.

If an address is not a member, the page says "That account is not a member of this organization." If someone who is not an owner or an admin tries to save, the page says "Only an owner or admin can edit the setup profile."

Sources is a set of checkboxes:

• OpenAI
• Anthropic
• OpenRouter
• Azure OpenAI
• Amazon Bedrock
• Google Gemini
• Vertex AI
• Google Cloud Vertex
• Copilot Studio
• LiteLLM
• Kong
• Portkey
• Custom ingest

Each checked source becomes a required step. OpenAI, Anthropic, OpenRouter, Azure OpenAI, Amazon Bedrock, Google Gemini, Vertex AI, Google Cloud Vertex, and Copilot Studio open Integrations. LiteLLM, Kong, Portkey, and Custom ingest open Ingest keys. The LiteLLM checklist step is titled litellm.

Self-hosted or on-prem models adds two steps when it is checked: required Rate card, and optional GPU capacity.

Accounting is Reporting only, QuickBooks, or Business Central. Reporting only adds no accounting step. QuickBooks adds a required QuickBooks step. Business Central adds a required Business Central step.

The checklist

Steps appear in this order. A step that your profile does not call for is absent.

Each row shows the step name, a status, and one sentence about what Meridian has seen. Under the name, the row says Required or Optional. It can also say Active, awaiting usage, Draft open, or Added after setup. Added after setup means the step was created after setup had already been completed. Open this step is the link to the page for that work.

Statuses

The status on the right of a row is one of these:

A required step has to reach Verified before setup is complete. An optional step can be Verified or Skipped. Verified can move back to Needs attention when the signal goes stale. Nobody ticks a row by hand.

What the sentence under a row means

Cost center

• "No department yet. One department satisfies this." No department is saved.
• "1 department." or "2 departments." and so on. One or more departments are saved, and the step is Verified.

Agent owners

• "Waiting until a source is verified." No selected source is Verified yet.
• "No agents seen in the last 30 days."
• "N percent of agents seen in the last 30 days have an owner. 80 percent verifies this." The step is In your stack until that share reaches 80 percent.
• "N percent of agents seen in the last 30 days have an owner." The share is at least 80 percent, and the step is Verified.

A vendor source (OpenAI, Anthropic, OpenRouter, Azure OpenAI, Amazon Bedrock, Google Gemini, Vertex AI, Google Cloud Vertex, Copilot Studio)

• "No connection for this source."
• "The connection is in place. No successful sync yet." The status is Connected.
• "Successful sync." The last sync succeeded within 7 days. The status is Verified.
• "The last sync did not succeed."
• "No successful sync for 7 days."

An ingest source (LiteLLM, Kong, Portkey, Custom ingest)

• "No ingest key and no accepted event from this source."
• "An ingest key is in place. Meridian has not accepted an event from this source." The status is In your stack.
• "Accepted event from this source." An event was accepted within 7 days. The status is Verified.
• "No accepted event for 7 days."

Single sign-on

• "SSO is not enabled."
• "SSO is configured. Meridian has not seen an SSO sign-in yet." The status is Connected.
• "An SSO sign-in exists and the break-glass account still has password sign-in and MFA." The status is Verified.
• "An SSO sign-in exists. The break-glass account does not have both password sign-in and MFA."
• "The identity provider certificate expires within 30 days."
• "The break-glass account has not signed in for 90 days."

Microsoft Teams & Copilot

• "Optional. Connect a Microsoft tenant only to use Meridian in Teams or Copilot. Meridian sign-in is unchanged."
• "This organization's Microsoft tenant is connected for Teams and Copilot." The status is Verified.

Platform owner and Finance owner

• "The platform owner is not in this organization yet." or "The finance owner is not in this organization yet."
• "Waiting for the platform owner to accept the invitation." or "Waiting for the finance owner to accept the invitation." The status is Waiting on someone.
• "Waiting until single sign-on is verified." This is the finance owner step, when an identity provider is selected and single sign-on is not Verified.
• "The invitation expired after 7 days."
• "The platform owner is in this organization with the right access." or "The finance owner is in this organization with the right access." The status is Verified.

QuickBooks and Business Central

• "Accounting is not connected."
• "The accounting connection needs attention." The connection is disconnected, needs reauthorization, or is in error.
• "Accounts are connected. Verification waits for a cost center, priced spend, and a balanced preview." The status is Connected.
• "The latest journal preview was not balanced."
• "Balanced journal preview after cost centers and priced spend." The status is Verified.

Rate card

• "No rate card yet."
• "A rate card draft is open." The row also says Draft open. The status is In your stack.
• "The rate card is active as of the effective date, awaiting usage." The name and date are the ones on the card. The row also says Active, awaiting usage. The status is Connected.
• "The rate card has priced spend." The card's name is used. The status is Verified.
• "Accepted events continued for 7 days with no priced spend."

Alert destination

• "No Slack or Teams alert destination is configured."
• "Slack is configured. A successful test message has not been recorded." The same sentence is used for Teams, or for "Slack and Teams" when both are saved. The status is Connected.
• "Successful test message for Slack." The same sentence is used for Teams, or for "Slack and Teams". The status is Verified.
• "A later Slack delivery failed." The same sentence is used for Teams, or for "Slack and Teams".

Metrics Export

• "No metrics:read key yet."
• "A metrics:read key exists. It has not been used." The status is In your stack.
• "The metrics key was used." A read happened within 30 days. The status is Verified.
• "No metrics read for 30 days."

GPU capacity

• "No capacity metric has been accepted."
• "A capacity metric was accepted." One was accepted within 7 days. The status is Verified.
• "No capacity metric for 7 days."

Budgets and spending alerts

• "No budget and no spending alert yet."
• "A budget or a spending alert is saved, and the other is still missing." The status is In your stack.
• "A budget and an active spending alert are saved." The status is Verified.

Skip an optional step

Skip this optional step is shown to an owner or an admin, on an optional step that is not already skipped. Required steps have no skip control.

Choose Skip this optional step, type a reason in Short reason, and choose Skip. The reason is required. If it is empty, the page says "A skip needs a short reason." The row then shows Skipped, and the sentence under it is the reason you typed.

Undo skip puts the step back. If a reason was saved, the button reads Undo skip and the reason in parentheses. If the skip cannot be removed, the page says "That skip could not be removed."

Other replies:

• "Only an owner or admin can skip a step."
• "Only an owner or admin can undo a skip."
• "A required step cannot be skipped."
• "That step is not on this checklist."
• "That step could not be skipped." The page could not complete the skip.

Downloads

Download PDF saves meridian-setup.pdf. Download Word saves meridian-setup.docx. Both are the same document, limited to the steps the person downloading is allowed to see.

The document is titled "Meridian setup". It says whether setup is complete, and the completion time when one is recorded. It lists the identity provider, the sources, the accounting choice, and whether self-hosted or on-prem models is yes or no. For an owner or an admin it can also list the break-glass account. It then lists each visible checklist step with Required or Optional, the status, the sentence under the row, and the skip reason when the step is skipped. When status has changed, a changelog follows. The file does not include secret values or spend amounts.

If the file cannot be downloaded, the page says "The document could not be downloaded."