Recommended setup checklist

Use this order when rolling out to a real team. Each phase depends on the one before it.

Phase 1 — Structure

1. Add your locations if you operate across more than one site.
2. Build the credential type catalog before adding credentials, so records map to the catalog instead of Custom / Other.
3. Create role templates that mirror how you actually staff.

Phase 2 — People and records

1. Add employees, assigning each one a location.
2. Assign role templates to employees, and add direct requirements for exceptions.
3. Record existing credentials with accurate expiration dates.

Phase 3 — Access

1. Invite admins and managers from Team.
2. Assign each manager the locations they are responsible for.
3. Confirm managers see only their locations before handing over daily work.

Phase 4 — Automation

1. Enable the employee portal in Settings → Employee Portal.
2. Decide whether to allow document upload and whether to email employees on approve or reject.
3. Enable Renewal Autopilot, and decide whether it should email the secure link automatically.
4. Run a manual reminder test as the owner to confirm delivery.

Phase 5 — Operating rhythm

• Daily: clear critical and high items in the Action Center.
• Weekly: review the Compliance Matrix for drift and the Renewals Pending review tab.
• Monthly or per audit: generate a Compliance Packet and review the Executive Compliance Brief.