Account setup checklist

Minimum steps admins complete before inviting the wider team.

Before inviting the wider team, set the organization details under Settings so they appear correctly in the platform, then create your sites and draw their boundaries. Equipment can be added at any point, but creating the site structure first makes assignment and monitoring easier.

Then decide who needs what. The account can use the capabilities included in its package, while user permissions limit what each person can open. Getting that right before the invites go out saves undoing access later.

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