The "Get set up" checklist

Who: the Super Admin. Go to: the Get set up card at the top of the Dashboard.

The card stays until setup is done. Each item ticks itself when the thing really exists: add your first site (or first job site), check the notice and turn on Clock in, add your projects, invite your team, publish your first roster, set up your tablet, see what your staff see, and (near the end of your trial) choose a plan.

• Tap an item to go straight to the right screen.
• Skip an item you don't need.
• Tap ✕ to hide the card. Bring it back in Settings → General → Show setup checklist.

Example: Northside Accounting doesn't clock in or roster, so Grace skips Set up your tablet and Publish your first roster. Tapping Invite your team opens the invite screen.