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Owner first steps

The owner setup checklist appears in the signed-in workspace and reflects completed records. It is not a separate form you have to mark done. Open My Planner to review it.

Example screen using sample data; your workspace may show different completed items.

Recommended sequence

1. In Workspace Admin → Workspace Settings, upload a business logo. It appears on workspace sign-in and authenticated pages.
2. In People, invite the first team member. Use their own email; do not create or share their password.
3. In My Planner, create the first real task.
4. In Email Settings, configure and test workspace SMTP so invitations and secure password resets can be delivered.
5. In Business Finance, enter the business finance profile and create accounts before the team records cash activity. Only the owner can change finance settings and create accounts.
6. Open Attendance & Leave and complete a first attendance record to check the camera and location workflow.

The owner can use Workspace Settings → Plan and billing access when subscription payment is required. Billing checkout is owner-only. Other policies can be configured as the team begins using attendance and leave; policy changes do not rewrite historical evidence.

If a checklist item stays incomplete, return to the relevant screen and confirm that the action saved successfully. A configured email sender counts as an email setup milestone; use Send test email to check actual delivery.