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Written for the handover case: you have inherited ReclaimTime from somebody, or you have just been given an admin account, and nobody has briefed you.

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First, get oriented

Sign in and look at four pages, in this order. It takes about twenty minutes and tells you the state of things.
The two numbers that tell you most: how many accounts exist on Workforce, and how many reported anything recently on Versions. The gap between them is your leavers, your broken installs and your never-installed machines, and it grows quietly if nobody looks.

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Then fix the things that rot

In rough order of how much trouble they cause:
  1. Leavers still holding accounts. Sort the Versions CSV by last seen. See Someone has left.
  2. Version thresholds that were set once and never revisited. If Latest Version is higher than anything you have actually published, everyone reads Outdated forever and the page becomes noise. See Settings.
  3. The corporate list. It is the list that ages worst. Entries added for a project that ended are still recording names, and a tool the teams have started using that nobody added is being recorded anonymously and reads as distraction. See Targets.
  4. Supervisors assigned to more than one group, who therefore see nobody. See Roles and permissions.

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What only we can give you

These are not in the dashboard and not in this documentation. Ask us, and store them where your predecessor’s successor will find them:
  • The uninstall password for your installations. See Uninstall.
  • Your installer package, if your organisation has a customised one.
  • Which update channel your fleet is on, and what has been published to it.
  • The answers to a security questionnaire: hosting region, encryption at rest, backups, subprocessors, retention. See Architecture and hosting.

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Things that will surprise you

Collected from questions administrators have actually asked:

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Who to tell what

Checked against ReclaimTime client 8.0.0.9 and dashboard V3 on 5 September 2026.