1

Sheets setup

Bind the live spreadsheet first so staging and commit flows have a durable target.

Confirm the live spreadsheet connection

Use Sheets as the source of truth for the active spreadsheet binding before operators capture live work.

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Expected result

The active spreadsheet is connected, healthy, and ready for live commits.

Last verified 2026-04-10

2

Billing setup

Confirm the sold bundle and renewal posture before the team starts using gated workflows.

Confirm the commercial state

Billing is the tenant-bound truth for bundle, seats, and renewal posture.

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Expected result

The live commercial posture matches the sold agreement.

Last verified 2026-04-10

3

Operator setup

Invite the office, measure, install, and production people who need access after setup is ready.

Invite the right roles

Assign only the required roles so people land in the correct workflow without overspending seats or exposing admin controls.

Overview

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Expected result

Each user lands in the right workflow with the correct role scope.

Last verified 2026-04-10