Admin quickstart (15 minutes)

A tenant is created the moment your email is verified during sign-up. If you skipped the tenant-naming step you can rename it later at /settings/tenant — the slug only changes when you explicitly rename it.

• You are the first member and hold the tenant-owner role — full permissions, no restrictions.
• Your 14-day trial starts when the tenant is provisioned. Billing does not become chargeable until you enter a payment method.
• All your data lives in the region your account was provisioned in (US by default). Enterprise plans can choose EU, UK, AU, CA, or AE.

1. Open /settings/members and invite 2–3 teammates by email. Assign them tenant-admin if you want a second pair of hands, or tenant-user for read/write without settings access.
2. Go to /modules and browse the template library. Install Inspections, Incidents, or Audits — whichever maps to the first workflow you want to replace.
3. On the installed module, open the Composer (pencil icon) and review the default fields, workflow, and permissions. Nothing is locked — rename fields, drop unused ones, and tweak the workflow states.
4. Use the Preview tab to run through the form as an end user. The preview hits the real runtime, so you are testing what your team will see.
5. Back on /modules, click Create record and submit one. You have just exercised the full round-trip: form → validation → workflow state machine → audit log.
6. Open /settings/branding and upload your logo + brand color. The app rebrands instantly — no re-deploy required.

• Configure single-sign on — see the Admin guide → SSO setup article.
• Add your location hierarchy so records can be scoped by site / building / floor — Admin guide → Location hierarchy.
• Publish your first Composer change as a versioned release — Composer → Workflows.