Administration → Administration centre → Organisation setup lists the required configuration: organisation details and regional defaults, teams and queues, business hours and holidays, identity provider and administrators, users and roles, customer requirements.

your-workspace/#/settings

Completion is computed from the configuration. Each item shows its configuration ID, version and publisher.

Teams, departments and queues defines the queues that own cases, issues and tasks, and each team's lead.

your-workspace/#/settings

Work is assigned to these queues, for example delivery work to service delivery and billing start to finance operations.

your-workspace/#/settings

Working days, hours and public holidays. The calendar is used for due dates, approval deadlines, case timers and SLA service hours. Publish next year's holidays before year end.

Delegation and approval authority lists approval rights and limits per person and creates temporary delegations.

your-workspace/#/settings

See Approvals.

Administration → Automations lists rules with state, trigger, owner, next check, last result and unresolved failures.

your-workspace/#/automations

An automation has When, Schedule, If, Then, Connections and Runs.

your-workspace/#/automations

The side panel answers before publication: qualifying records, date and time zone, permitted channels, behaviour with no eligible contact or no owner, duplicate prevention, delivery failure, pause and republication.

Published versions are fixed. Edit as new version creates a draft; Preview (dry run) lists what a run would do without doing it.