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

# Quick start: Admin

> A getting-started checklist for Visualcare administrators covering user setup, permissions, and system configuration

As an administrator, you're responsible for setting up users, configuring permissions, and managing system-wide settings in Visualcare. This guide walks you through the essential tasks to get your organisation up and running.

## First steps

<Steps>
  <Step title="Log in and explore the dashboard">
    Log in at **app.visualcare.com.au** and familiarise yourself with the [home dashboard](/getting-started/dashboard-overview). The KPI tiles give you an at-a-glance view of incidents, notes, and other activity across your organisation.

    See [Logging in](/getting-started/logging-in) for login options including SSO.
  </Step>

  <Step title="Create user accounts">
    Set up accounts for your team in **Users**. Each user gets a username, password, and is assigned to a user group that controls what they can access.

    See [Creating users](/getting-started/creating-users) for the full process.
  </Step>

  <Step title="Configure user group security">
    User groups control what each role can see and do in Visualcare. Review the default groups and adjust permissions to match your organisation's structure.

    See [User group security](/getting-started/user-group-security) for how to configure permissions across all areas.
  </Step>

  <Step title="Set up SSO (optional)">
    If your organisation uses Microsoft 365, you can enable Single Sign-On so staff log in with their Microsoft credentials instead of separate Visualcare passwords.

    See [SSO setup](/getting-started/sso-setup) for the configuration steps.
  </Step>
</Steps>

## System configuration

Once users are set up, configure these areas to match how your organisation operates:

<CardGroup cols={2}>
  <Card title="Editing drop-down lists" icon="list" href="/operations/editing-drop-down-lists">
    Customise drop-down options across Visualcare (genders, lead types, note categories, and more)
  </Card>

  <Card title="Service management" icon="sliders" href="/operations/service-management">
    Configure the services your organisation delivers
  </Card>

  <Card title="Form templates" icon="file-lines" href="/operations/form-templates">
    Set up form templates for incidents, assessments, and other workflows
  </Card>

  <Card title="Incident settings" icon="gear" href="/incidents/incident-settings-configuration">
    Control incident visibility and configure incident forms for the Vworker app
  </Card>

  <Card title="Incident categories" icon="tags" href="/incidents/incident-categories">
    Set up the categories used to classify incident records
  </Card>

  <Card title="Policies and procedures" icon="file-shield" href="/compliance/policies-and-procedures">
    Upload organisational policies so staff can access them from Visualcare and the Vworker app
  </Card>
</CardGroup>

## Ongoing admin tasks

| Task                                      | Where to find it                                                            |
| ----------------------------------------- | --------------------------------------------------------------------------- |
| Suspend or delete a user account          | [Suspending and deleting users](/getting-started/suspending-deleting-users) |
| Reset a user's password or 2FA            | [Resetting your password](/getting-started/resetting-password)              |
| Restrict a record to specific user groups | [User access control](/getting-started/user-access-control)                 |
| Review the audit trail                    | [Audit report](/compliance/audit-report)                                    |
| Manage worker compliance                  | [Required compliance overview](/compliance/required-compliance-overview)    |
| Customise table columns                   | [Column chooser](/getting-started/column-chooser)                           |
| Bulk edit worker or client records        | [Bulk edit tools](/operations/bulk-edit-tools)                              |

## Running into issues?

See [Login and access troubleshooting](/troubleshooting/login-and-access) for common login and permission problems.

## Related articles

<CardGroup cols={2}>
  <Card title="Quick start: Finance officer" icon="calculator" href="/getting-started/quick-start-finance-officer">
    Getting started with invoicing, payroll, and accounting integrations
  </Card>

  <Card title="Quick start: Scheduler" icon="calendar" href="/getting-started/quick-start-scheduler">
    Getting started with rostering and shift management
  </Card>

  <Card title="Dashboard overview" icon="gauge" href="/getting-started/dashboard-overview">
    Understand the KPI tiles and navigation on the home page
  </Card>
</CardGroup>