Administrator Quick Start

Use this first-week checklist before inviting a wider team.

1. Review Settings → Team settings → General information.
2. Under Role management, create roles and grant only the permissions each type of user needs.
3. If users need access to different records, create Content groups and Content rules. These controls are separate from roles.
4. Configure the data fields and forms under Briefing data, Product data, and Asset data. Asset data also includes filters and automation settings.
5. Create the Variants, templates, rulesets, and design resources your production process requires.
6. Build and test a workflow configuration, including step access, components, transitions, actions, and notifications.
7. Configure export setups and any required Connections or sign-in settings.
8. Invite a small test group, assign their roles and content groups, and run a sample publication from creation through delivery.

Changes to permissions, authentication, workflows, and connections can affect access or active production. Test them with a limited group first.