# Admin Checklist

Agentnoon is designed to be intuitive — most users complete these steps in their first session.

This checklist covers everything an administrator needs to set up and manage the platform.

## Initial Setup

1. Complete Agentnoon admin training with your customer success team
2. Read [Admin Overview](/admin-capabilities/overview.md)
3. Complete the [Quick Start Checklist](/reference-guides/quick-start-checklist.md)
4. Review your organization's current data structure and fields
5. Test the data upload process with a sample file
6. Review [Data Requirements](/admin-capabilities/overview-2/data-requirements.md)
7. Check [Calculated Agentnoon Attributes](https://github.com/Productao/gitbook/blob/docs/help-center-refresh-2026/data-import/calculated-agentnoon-attributes.md)
8. Create a test scenario to understand the user experience

## User Management

1. Invite key users (HR, Finance, Operations leaders)
2. Create admin accounts for other power users
3. Read [User Invitations](/admin-capabilities/overview-1/user-invitations.md)
4. Create access groups for departments or regions
5. Configure default views for different user types
6. Test access restrictions to ensure proper permissions
7. Read [Access Groups](/admin-capabilities/overview-1/access-groups.md)
8. Review [Advanced Access Controls](/admin-capabilities/overview-1/advanced-access-controls.md)

## Configuration

1. Set up a regular data refresh schedule with your HRIS team
2. Read [Data Refresh & Sync](/admin-capabilities/data-refresh-sync.md)
3. Review [Data Error Checklist](/admin-capabilities/overview-2/data-error-checklist.md)
4. Configure rate cards for consistent salary planning (if applicable)
5. Set up auto mapping rules for common position changes
6. Read [Rate Cards / Compensation Bands](/admin-capabilities/compensation-cards.md)
7. Read [Auto Mapping](/admin-capabilities/automapping.md)
8. Review [Fields and Attributes Management](/admin-capabilities/overview-3/fields.md)
9. Configure approval workflows (Level 1 & 2 approvers)
10. Test the scenario approval process end-to-end
11. Read [Configuring Approval Flows](/admin-capabilities/configuring-approval-flows.md)
12. Review [Scenario Approvals](/scenarios/approvals.md)

## Ongoing Admin Tasks

* Refresh Main Org data from your HRIS regularly
* Monitor user activity and address questions
* Check for data upload errors
* Review pending scenario approvals
* Audit user permissions and access periodically
* Review and update rate cards as needed
* Archive or delete old scenarios to keep things tidy
* Share relevant checklists with different user groups:
  * [Department Lead Checklist](/reference-guides/quick-start-checklist/department-lead-checklist.md)
  * [Workforce Planner Checklist](/reference-guides/quick-start-checklist/workforce-planner-checklist.md)

## Additional Resources

* [Admin Overview](/admin-capabilities/overview.md)
* [Data Import Guide](/admin-capabilities/overview-2/data-import.md)
* [Access Control Overview](/admin-capabilities/overview-1.md)
* [Troubleshooting Overview](/troubleshooting/overview.md)


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