8.2.4 First Administrator Readiness Check
Ask each administrator to sign in and open the modules assigned to that role. Confirm that Finance can see entity and currency setup, HR can see branch and department structure, and Operations can see branch-level workspaces. Open Security Center and confirm the founding administrators have enabled two-step sign-in and reviewed active sessions. Open Billing and confirm invoice recipients, billing contacts, and service status are correct. Only after this check is complete should the team begin employee onboarding, supplier loading, customer loading, or item master creation.
STRATEGIC TIP: Treat initial tenant setup as a board-level design decision, not a data-entry chore. One good structure meeting with Finance, HR, Operations, and IT prevents months of downstream cleanup.