# 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](https://docs.agentnoon.com/admin-capabilities/overview)
3. Complete the [Quick Start Checklist](https://docs.agentnoon.com/reference-guides/quick-start-checklist)
4. Review your organization's current data structure and fields
5. Test the data upload process with a sample file
6. Review [Data Requirements](https://docs.agentnoon.com/admin-capabilities/overview-2/data-requirements)
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](https://docs.agentnoon.com/admin-capabilities/overview-1/user-invitations)
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](https://docs.agentnoon.com/admin-capabilities/overview-1/access-groups)
8. Review [Advanced Access Controls](https://docs.agentnoon.com/admin-capabilities/overview-1/advanced-access-controls)

## Configuration

1. Set up a regular data refresh schedule with your HRIS team
2. Read [Data Refresh & Sync](https://docs.agentnoon.com/admin-capabilities/data-refresh-sync)
3. Review [Data Error Checklist](https://docs.agentnoon.com/admin-capabilities/overview-2/data-error-checklist)
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](https://docs.agentnoon.com/admin-capabilities/compensation-cards)
7. Read [Auto Mapping](https://docs.agentnoon.com/admin-capabilities/automapping)
8. Review [Fields and Attributes Management](https://docs.agentnoon.com/admin-capabilities/overview-3/fields)
9. Configure approval workflows (Level 1 & 2 approvers)
10. Test the scenario approval process end-to-end
11. Read [Configuring Approval Flows](https://docs.agentnoon.com/admin-capabilities/configuring-approval-flows)
12. Review [Scenario Approvals](https://docs.agentnoon.com/scenarios/approvals)

## 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](https://docs.agentnoon.com/reference-guides/quick-start-checklist/department-lead-checklist)
  * [Workforce Planner Checklist](https://docs.agentnoon.com/reference-guides/quick-start-checklist/workforce-planner-checklist)

## Additional Resources

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