Getting Started: Initial Setup Checklist for Administration
The "Initial Setup Checklist for Administration" guides users with Administrator or Accounting Administrator roles through the essential steps to configure Administration, including inviting users, configuring policies, and setting up the reporting entity, with related detailed articles provided.
Initial Setup Checklist for Administration
Use the Initial Setup Checklist to walk through Administration setup.
In order to access the Administration, your user role must be Administrator or Accounting Administrator.