Objective
Keep configuration, billing, and account security aligned with operational needs and risk controls.
Company settings
- Review company profile and payroll assumptions monthly.
- Update role access when team responsibilities change.
- Confirm integrations and export expectations each quarter.
Notifications and billing
- Use notification settings to surface only high-signal events.
- Track subscription state and renewal windows proactively.
- Route billing ownership to one accountable admin.
Security routine
- Review admin access and remove stale users on a recurring schedule.
- Require password hygiene and monitor unusual access patterns.
- Document incident response ownership and support escalation path.
Continue with: Weekly Review Template