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Setup Checklist

Company setup is not a separate phase-completion action. An authorized administrator prepares the following records for the company's needs.

Checklist​

  • The correct group and company are selected.
  • Organization → Organization Structure: units, leaders and member assignments are checked.
  • Settings → Users: the required people are added or invited.
  • Organization → Products & Services: records needed for analyses are ready.
  • Organization → Planning Cycles: the working cycle is selected and activation rules are checked.
  • Strategy → Mission & Vision: direction statements are recorded.
  • Settings → Success Criteria Template: the company default copied to new KPIs is checked.
  • Enabled modules and limits are reviewed in Settings → Plan & Subscription, or License and modules in the relevant installation.

Getting people started​

Membership and leadership assignments differ. A Team Lead writes within the units they lead and their descendants; reading is not limited in the same way. For role ceilings and last-administrator rules, use User Management.

Next tasks​

Prepare the analyses and goals you need. There is no general “Complete Phase 1” control or separate fiscal-year tab; manage planning dates on the cycle record.

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