Admin Overview
PA administration is mostly handled from Settings plus the deployment environment that hosts the app.
Admin Areas
| Area | Purpose |
|---|---|
| System | Business identity, public domain, timezone, logo, and SMTP |
| Billing | Payment methods, Stripe, surcharges, net terms, and receipt behavior |
| Documents | Terms, document settings, custom fields, and public-link behavior |
| Links | File and external-link resolver settings |
| Taxes | Manual tax rates and imported jurisdiction data |
| Notifications | Cron, admin email notifications, reminders, and alert timing |
| Backup | Backup status, retention, and recovery controls |
| Permissions | Roles, permissions, and user access |
| Workforce | Employee PA accounts, employment state, pay rates, and project assignments |
| Timekeeping and Approvals | Timers, breaks, review, correction revisions, and immutable approval snapshots |
| Custom integrations | Optional, deployment-specific entitlements, operations, tasks, and read-only synchronization |
Recommended Order
- Configure settings.
- Confirm backups.
- Configure security and verify database encryption.
- Add Stripe, if needed.
- Import tax rates, if needed.
- Verify deployment and cron behavior.
- Configure Workforce modules, employees, assignments, and rates.
- If this deployment has a separate operations dashboard, configure External Operations.