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Administrator first steps

The administrator checklist appears in the signed-in workspace. It is based on actual workspace records and updates after successful actions.

Start team operations

1. Open People and invite an employee within the plan’s seat limit.
2. Create a task in My Planner and use All Tasks to review team work and assignments.
3. Configure and test Email Settings so invitations and password resets can be delivered.
4. Record the first entry in Business Finance after the owner has set up finance settings and an account.
5. Use Attendance & Leave to try the employee attendance flow; then review team evidence in Workspace Admin → Attendance.

An administrator can operate finance records, manage ordinary employees, review attendance and leave, maintain shifts and sites, configure payroll inputs, and review reports. The owner alone can create or manage another administrator, transfer ownership, create attendance or leave policy versions, change finance settings or accounts, and manage billing.

If an owner-only control is needed, ask the workspace owner. Platform staff cannot open your workspace’s business records on your behalf.