Shared Concepts
Account and Team Setup
Use this guide to establish a clean foundation for all users.
Setup checklist
- Complete admin account setup.
- Configure billing and subscription.
- Add clients and sites.
- Invite users and assign roles.
- Validate access in admin, portal, and mobile apps.
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Validation steps
- Admin users can access billing and configuration.
- Client users can see only assigned clients/sites.
- Mobile users can sign in and receive tasks.