Admin / Owner workflows

Playbooks for the admin / owner role, in roughly the order you'd hit them.

Your playbooks

• Initial Setup Checklist — Step-by-step checklist for configuring a new CRM from scratch.
• Branding Configuration — Customize logos, colors, and themes for your branded experience.
• Permissions & Roles — Define role-based access, assign permissions, and control what each user type can see and do.
• Onboard Staff & Manage HR — Create employee accounts, assign roles, and manage leave and attendance records.

You're also involved in

• Set Up Your Sales Process — your part: owning the top-level configuration that sales managers build their process on.