Guide5 min readUpdated Jun 4, 2026
Recommended Admin Monthly Checklist
Monthly review keeps the workspace aligned with active work and avoids stale access, outdated templates, and forgotten support tickets.
BYBy Team BYLT
What to review monthly
Use one real project and one real workflow when checking whether the workspace still reflects how your team works.
- Review active users and remove access no longer needed.
- Compare seats against actual product users.
- Review subscription status and billing warnings.
- Check active projects and whether control plans are current.
- Review KS templates for outdated forms or labels.
- Test public QR lookup with one known inspection code.
- Close or reply to support tickets waiting on your team.
Review before problems appear
Small regular checks are easier than cleaning up stale templates, seats, and public portal settings after a handover.