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Admin checklist

Use this as a first-week path for an organisation Admin.

Week setup​

  1. Sign in and open Home.
  2. Confirm Org profile (legal, addresses, bank).
  3. Build Policy — departments and designations.
  4. Add Users and assign designations.
  5. Review Services catalog; add org-owned services if needed.

Client operations​

  1. Create Individual and Organisation accounts.
  2. Approve pending accounts and set assignees.
  3. On accounts, attach services; drive milestones.
  4. Approve filings when submitted.
  5. Generate and send invoices.
  6. Monitor the inbox.