First Week Checklist

Use this checklist after PA is installed and reachable in a browser.

Day 1: Identity and Access

• Complete first-time setup to create the initial named administrator.
• Add named user accounts.
• Enable 2FA for owner or admin accounts.
• Configure business identity in Settings > System.
• Set the application domain if public links or email links will be used.

Day 2: Email and Documents

• Configure SMTP.
• Send a test email.
• Add standard terms.
• Review document defaults and custom fields.
• Create a test quote, contract, and invoice.

Day 3: Payments

• Configure accepted payment methods.
• Add Stripe test keys and webhook secret if Stripe will be used.
• Pay a test invoice.
• Confirm receipt and invoice status behavior.

Day 4: Clients and Projects

• Add real clients and organizations.
• Create departments where needed.
• Test client onboarding.
• Create a sample project with files and documents.

Day 5: Operations

• Confirm backups are generated.
• Test a restore in a separate environment.
• Review cron logs.
• Configure tax rates if PA will calculate document tax.

Before Real Client Use

Do one complete workflow using test data and a real email inbox. Then delete or archive the test records.