Your first 30 minutes as an Admin
A short checklist for a new Admin: sign in, add your team, connect email, add your first client and create its compliance calendar.
Who can do this: AdminLast checked: 20-10-2026
Your checklist
Work down this list in order. Each step links to a full article. You can finish it over a few days.
0 of 7 done. Your ticks are saved in this browser only.
Good to knowIf you send invoices to clients, also set up a billing firm. The steps are in how to create an invoice.
Good habits from day one
- Give each person only the access they need. See who can see and do what.
- Check Compliance Calendar every morning for items that are overdue.
- Ask each person to take the tour once.
Cannot see this on your screen?
- Your role must be one of these: Admin. If it is not, ask your Admin to check your access.
- If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.
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