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Organization Admin

Configure the workspace and run every operating module, control, integration, and business lifecycle.

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Organization AdminGovernance16 min read

Operate compliance and audit evidence

Use the compliance calendar, corporate secretarial records, approval queue, and audit trail without treating software reminders as legal advice.

Who can do this

Organization Admin and designated control owners

Primary route

/business-admin

Last verified

4 August 2026

What you need
Have these ready before you start.
  • Complete organization identifiers and filing cadence
  • Named owners for Finance, HR, corporate secretarial, and data protection
  • Authoritative agency notices and professional advice where required

01

Use the compliance calendar as a control register

The calendar brings GST, corporate tax, ACRA, CPF, and HR deadlines into one queue. Validate dates against the organization’s actual registration, notices, and circumstances.

  1. Open Dashboard → Compliance Calendar.
  2. Review overdue and due-soon obligations by owner and source.
  3. Open the obligation and verify the authoritative source and applicability.
  4. Attach preparation, approval, filing, and payment evidence.
  5. Close the obligation only after the official acknowledgement is retained.
Compliance calendar listing statutory obligations and due dates
The compliance calendar is an operating register; the agency notice and legal facts remain authoritative.

02

Maintain corporate secretarial records

Use Corporate Secretarial for directors, shareholders, share capital, resolutions, and ACRA-related records. Changes must follow the organization’s legal approval and filing process.

03

Use the Approval queue for consequential actions

Approval preserves human control over agent-proposed or high-impact actions.

  1. Open Dashboard → Approval.
  2. Inspect the proposed action, source evidence, organization, and scope.
  3. Approve, reject, or return with a reason using your own account.
  4. Verify the resulting record and audit event.

04

Review the organization audit trail

Open Settings → Organization → Audit Trail to investigate who changed configuration or records and when.

  • An audit entry is evidence of a platform action, not proof that the underlying legal or accounting judgment was correct.
  • Export or retain external acknowledgements where the final act occurs at an agency, bank, or provider.
  • Escalate unexplained privilege, credential, posting, payroll, or filing changes immediately.

Troubleshooting

  • A deadline looks wrong: verify entity registration, filing frequency, period, and the latest agency notice.
  • An obligation has no owner: assign an accountable person before preparation begins.
  • The audit trail lacks external completion: attach the agency, bank, or provider acknowledgement.