CASSA Knowledge Base

CASSA Knowledge Base

for Company Owners

Next Steps as a Company Owner

Now you've completed onboarding as a company owner, here's what to do next...

Last updated on 14 May, 2026

Having setup the bare bones of your CASSA personal and company profiles and having added employees and assigned their roles, next steps will be to start adding your clients, projects, SWMS, etc.

We advise doing this in a systematic fashion and to guide you through this, we have the following documents/guides you can download and print the following:

Once these have been created, you can assign tasks, activities, etc., to your staff.

Add_New_Client_pdf.jpg

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