Recommended First-Day Setup Checklist
Use this checklist to turn a new tenant workspace into something your team can actually use on day one.
Use this before inviting everyone
A small amount of admin setup makes the portal easier for the rest of the team. Complete these checks before broad rollout whenever possible.
- 1Sign in as an admin
Confirm that you can access settings, projects, support, and subscription areas.
- 2Verify company profile details
Check company name, contact information, branding, and public portal settings if they are used.
- 3Create or import the first project
Add one real project that represents the workflow your users will learn from.
- 4Prepare one quality-control template
Set up a reusable template with categories, control items, and attached forms.
- 5Apply the template to the project
Create the project control plan and review that the expected categories and control items are present.
- 6Invite a small test group
Add the users who will validate the workflow before inviting everyone.
- 7Run a test inspection
Complete one inspection with answers, attachments, and a drawing pin if relevant.
Readiness checks
- A regular user can sign in and see the right project.
- The project has the drawings or files needed for field work.
- The inspection form asks the expected questions and blocks submission only where intended.
- Attachments can be added and viewed after submission.
- Admins know where to manage seats, users, public portal settings, and support tickets.
Use a real project and realistic inspection answers for the first test. Demo-only examples often miss the details that field users depend on.
After the first day
Once the first workflow is confirmed, document your internal naming rules, invite the wider team, and decide who owns template changes, support requests, and subscription administration.