How to use this page
- 1 Add companies first because users, departments, templates, and budgets depend on company context.
- 2 Add departments inside each company so user assignment and reporting are available.
- 3 Add users with the correct company, department, role, active status, and password setup requirement.
- 4 Add system documents for organization-wide templates.
- 5 Add custom documents from system templates when a company needs its own version.
- 6 Configure budgets per company, month, and system template before budget-required approvals are submitted.
Recommended order
- Company setup should happen before user setup.
- Department setup should happen before assigning users to departments.
- System document setup should happen before custom company document variations.
- Budget setup should happen after document templates exist, because budget controls attach to system templates.
Admin readiness check
- Users should know whether they must reset their password or change the default password at first login.
- Users who approve documents should have a signature on file.
- Budget-required document types should not be opened for real approvals until the budget page has values for the active month.
Screenshots
Page states and tabs
