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Knowledge Base
Troubleshooting & FAQ's

Getting Started Checklist

To ensure you’re ready to effectively use the platform, please complete each of the following tasks in order:

Import Clients
Add Client Charge Rates
Apply Charge Rates to Associated Sites
Add Site Financials
Add Company Licenses

Once you've completed the checklist, you're ready to Create Your Roster Templates.

System Setup
Client Management
Site Management
Contacts
Personnel Management
Task Manager
Accounts
- Xero
- MYOB
Troubleshooting & FAQ's
Cerely Personnel Mobile App