OWNERS & ADMINS
Admin Setup
Stand up the organization, assign roles, and draft the first policy pack before anyone else touches the account.
~40 min total
5 steps
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0 of 5 steps complete
1
Confirm organization profile
5 min
2
Assign owner & backup admin
5 min
3
Draft first policy pack
15 min
4
Invite HR & IT collaborators
5 min
5
Enter the sandbox to test rules
10 min
Step 1 of 5
5 min
Confirm organization profile
Enter your legal entity name, business locations, and time zones. This becomes the source of truth every policy pack references later — get it right once and every role inherits it correctly.
Checklist for this step
Legal entity name
Primary locations & time zones
Fiscal / pay period settings