> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cuebitsystems.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Administrator

> Firm setup, users, clients, contracts, rate cards, work items, staff allocation, dockets, and overview.

You manage the organisation's setup and commercial data. You see **Overview**,
**Contracts**, **Dockets**, and under **Settings**: **Users**, **Clients**,
**Organizational Profile**, and **Audit Log**.

## First-time setup checklist

Do these in order the first time you set up DocketFlow:

<Steps>
  <Step title="Organizational Profile">
    Firm name, address, logo (optional), payment terms, GST treatment, retention defaults, and number prefixes for contracts and dockets. [Details →](/docketflow/administrator/organizational-profile)
  </Step>

  <Step title="Users">
    Create Supervisors and Field Technicians. [Details →](/docketflow/administrator/users)
  </Step>

  <Step title="Clients">
    Add the customers you work for (and their contacts). [Details →](/docketflow/administrator/clients)
  </Step>

  <Step title="Contracts">
    Create a New Contract for each job (status Active when people should work on it). [Details →](/docketflow/administrator/contracts)
  </Step>

  <Step title="Rate Card">
    Set variation minimums and staff rates for that contract (before or while adding work items). [Details →](/docketflow/administrator/rate-card)
  </Step>

  <Step title="Work Items">
    Add the schedule of work (item numbers, descriptions, quantities, rates). [Details →](/docketflow/administrator/work-items)
  </Step>

  <Step title="Staff Allocation">
    Assign Field Technicians so they can create dockets on that contract. [Details →](/docketflow/administrator/staff-allocation)
  </Step>

  <Step title="Dockets">
    Field staff create and submit dockets on site. [Details →](/docketflow/administrator/dockets)
  </Step>
</Steps>

## Pages in this section

| Page                                                                       | Covers                                                            |
| -------------------------------------------------------------------------- | ----------------------------------------------------------------- |
| [Organizational Profile](/docketflow/administrator/organizational-profile) | Firm details, numbering, retention defaults                       |
| [Users](/docketflow/administrator/users)                                   | Create/invite users, status badges, pending vs active vs inactive |
| [Clients](/docketflow/administrator/clients)                               | Add clients and contacts                                          |
| [Contracts](/docketflow/administrator/contracts)                           | Create and manage contracts, Contract Details                     |
| [Rate Card](/docketflow/administrator/rate-card)                           | Variation minimums, staff rates                                   |
| [Work Items](/docketflow/administrator/work-items)                         | Schedule of work, quantities, rates                               |
| [Staff Allocation](/docketflow/administrator/staff-allocation)             | Assign Field Technicians to a contract                            |
| [Dockets (office view)](/docketflow/administrator/dockets)                 | Review, filter, and open dockets                                  |
| [Overview](/docketflow/administrator/overview)                             | Organisation-wide tiles and recent activity                       |
| [Progress Claims](/docketflow/administrator/progress-claims)               | Where claims live, and who to ask                                 |
| [What you can / cannot do](/docketflow/administrator/permissions)          | Administrator permission summary                                  |