Admin Setup After Onboarding
After the wizard, the workspace is usable but still needs project-specific refinement.
- Confirm users and roles - invite the team and assign worker, foreman, superintendent, manager, or admin roles.
- Review master data - replace starter workers, equipment, materials, activity codes, payment items, and CWPs with real project data.
- Confirm budgets - enter planned quantities and cost category budgets so cost signals and reports are meaningful.
- Set project access - make sure each user can only see the projects they should work on.
- Test one daily report - commit a smoke-test report before rolling out to the field.
- Review exports - confirm payroll and job-cost CSV formats match your accounting workflow.