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Admin

Admin-only section for Owners and Admins to manage organization-wide settings, user access, and team members.

Permission Required

This section is only accessible to users with Owner or Admin role.

Admin Tabs​

The Admin section has four tabs for managing your organization:

TabPurposeLink
Overview (Users)Manage users, invite team members, view pending invitationsCurrent page
Roles & PermissionsDefine and manage custom roles with granular permissionsView →
TeamsCreate and manage teams for organizing usersView →
Date & TimeConfigure timezone, date format, and regional settingsView →

This page covers the Overview (Users) tab. Click the links above to view documentation for other Admin tabs.

Organization Statistics​

View key organization metrics at a glance:

Organization Information​

  • Organization Name: Your workspace name
  • Created Date: When the organization was created
  • Organization ID: Unique identifier
  • Total Users: Number of team members

Roles Distribution​

See breakdown of users by role:

  • Owners: Full administrative access
  • Admins: Can manage users and settings
  • Members: Standard team members
  • Viewers: Read-only access

User Limit Tracking​

  • Current Users: Active user count
  • User Limit: Maximum users for your plan
  • Progress Bar: Visual usage indicator
  • Upgrade Prompt: When approaching limit

User Management​

Manage all users in your organization:

User Table​

View and manage team members:

  • Name: User's full name
  • Email: Login email address
  • Role: Owner / Admin / Member / Viewer
  • Status: Active / Inactive / Pending
  • Last Active: Last login timestamp
  • Actions: Edit, deactivate, remove

User Actions​

Edit User

  1. Click on user row or Edit icon
  2. Update user information:
    • Name
    • Email
    • Role
    • Status (Active/Inactive)
  3. Click Save Changes

Change User Role

  1. Find user in table
  2. Click Edit
  3. Select new role from dropdown
  4. Confirm role change
  5. User receives notification of role change

Deactivate User

  1. Click on user
  2. Toggle Active status to Inactive
  3. Confirm deactivation
  4. User loses access immediately
  5. Data and history preserved

Remove User

  1. Select user
  2. Click Remove User button
  3. Confirm removal
  4. User removed from organization
  5. Can be re-invited later

Invite New Users​

Add team members to your organization:

  1. Click Invite User button
  2. Fill in invitation form:
    • Email Address: New user's email
    • Role: Owner / Admin / Member / Viewer
    • Custom Message: Optional welcome message
  3. Click Send Invitation
  4. Invitation email sent to user
  5. Track invitation in Pending Invitations table

Pending Invitations​

Track sent invitations that haven't been accepted:

Invitation Table Columns:

  • Email: Invited user's email
  • Role: Assigned role
  • Sent Date: When invitation was sent
  • Expires: Expiration date (7 days)
  • Status: Pending / Expired
  • Actions: Resend / Cancel

Resend Invitation

  • Click Resend button
  • New invitation email sent
  • Expiration date extended

Cancel Invitation

  • Click Cancel button
  • Confirm cancellation
  • Invitation link invalidated

Date & Time Settings​

Configure regional and timezone settings for the organization:

Regional Settings​

  • Timezone: Organization default timezone
  • Date Format: MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD
  • Time Format: 12-hour (AM/PM) or 24-hour
  • First Day of Week: Sunday or Monday
  • Currency: Default currency symbol
  • Number Format: Decimal and thousand separators

How It Works​

  • Organization Default: Applies to all users unless overridden
  • User Preferences: Individual users can override in My Account
  • Data Display: Affects how dates/times show in UI
  • Reports & Exports: Uses these formats in downloaded files
  • Calendar Integration: Syncs with external calendars

Updating Regional Settings​

  1. Scroll to Date & Time Settings section
  2. Select timezone from dropdown
  3. Choose date format
  4. Choose time format
  5. Set first day of week
  6. Click Save Settings
  7. Settings apply organization-wide

Role-Based Permissions​

What Admins Can Do​

User Management

  • ✅ Invite new users
  • ✅ Edit user details
  • ✅ Change user roles (Member, Viewer)
  • ✅ Deactivate/activate users
  • ❌ Cannot manage other Admins or Owners

Settings Access

  • ✅ Organization settings
  • ✅ Integration settings
  • ✅ Team settings
  • ✅ CRM entity customization
  • ❌ Cannot access billing settings

Data Access

  • ✅ View all CRM data
  • ✅ Manage workflows
  • ✅ Create campaigns
  • ✅ Access analytics

What Owners Can Do​

Owners have full administrative access including:

  • ✅ Everything Admins can do
  • ✅ Manage other Admins and Owners
  • ✅ Access billing and subscription
  • ✅ Transfer organization ownership
  • ✅ Delete organization
  • ✅ Export all organization data

Transfer Ownership​

Owner-only feature to transfer organization ownership to another user:

How Transfer Works​

  1. Go to Admin → Transfer Ownership section
  2. Click Transfer Ownership button
  3. Select new owner from user list
  4. Enter confirmation message
  5. Click Initiate Transfer
  6. New owner receives transfer request email
  7. New owner must accept transfer
  8. Upon acceptance:
    • New owner becomes Owner
    • Previous owner becomes Admin
    • Transfer logged in audit trail

Transfer Requirements​

  • ✅ Must be current Owner
  • ✅ Target user must be in organization
  • ✅ Target user must accept transfer
  • ✅ Cannot transfer to Viewer role
  • ✅ At least one Owner must exist at all times

Pending Transfers​

Track initiated ownership transfers:

  • Target User: Who will become Owner
  • Initiated Date: When transfer started
  • Status: Pending acceptance
  • Actions: Cancel transfer

User Limits & Quotas​

Monitor user count against plan limits:

Current Status​

  • Active Users: 12 / 25
  • Available Seats: 13 remaining
  • Progress Bar: Visual indicator

Approaching Limit​

When you reach 80% of user limit:

  • ⚠️ Warning notification shown
  • Email sent to Owners
  • Upgrade prompt displayed

At Limit​

When user limit reached:

  • 🚫 Cannot invite more users
  • Must upgrade plan or remove users
  • Existing users unaffected

How to Add More Users​

  1. Upgrade Plan: Go to Billing & Pricing
  2. Purchase Add-Ons: Buy additional user seats
  3. Remove Inactive Users: Free up seats

Best Practices​

User Management​

  1. Review Users Regularly: Quarterly user audit
  2. Remove Inactive Users: Free up seats
  3. Use Appropriate Roles: Follow least privilege principle
  4. Document Role Changes: Keep record of updates

Security​

  1. Enable 2FA: Require for Admins and Owners
  2. Rotate Admins: Review admin list quarterly
  3. Monitor Last Active: Track user activity
  4. Review Permissions: Audit access regularly

Onboarding​

  1. Send Clear Invitations: Include role explanation
  2. Welcome Message: Add custom onboarding message
  3. Set Expectations: Define user responsibilities
  4. Follow Up: Check on new users in first week

Regional Settings​

  1. Set Early: Configure before adding data
  2. Communicate Changes: Notify team of timezone updates
  3. Test Exports: Verify format in reports
  4. Document Standards: Share formatting conventions

Troubleshooting​

Cannot invite users?

  • Check if at user limit
  • Verify email format is correct
  • Ensure user not already in org
  • Check invitation quota

User not receiving invitation?

  • Check spam/junk folder
  • Verify email address is correct
  • Resend invitation
  • Check email service status

Cannot change user role?

  • Ensure you have Admin/Owner permissions
  • Cannot change your own role
  • Cannot demote last Owner
  • Target role must be available in plan

Transfer ownership not working?

  • Only Owners can initiate transfer
  • Target user must be active
  • Check pending transfers
  • Contact support if stuck

Frequently Asked Questions​

Q: Can I have multiple Owners? A: Yes! Organizations can have multiple Owners for redundancy and shared management.

Q: What happens to user data when removed? A: Their created data (contacts, deals, tasks) remains in the system. Only their access is removed.

Q: Can removed users be re-added? A: Yes! Send a new invitation to their email address.

Q: How long do invitations last? A: Invitations expire after 7 days. You can resend expired invitations.

Q: Can I export user list? A: Yes, use the export button above the user table to download as CSV.

Q: What's the difference between Admin and Owner? A: Owners have full access including billing, ownership transfer, and managing other Owners/Admins. Admins cannot access billing or manage other Admins/Owners.

  • User Access: Configure data visibility rules
  • Roles & Permissions: Create custom roles
  • Team Settings: Set team-wide defaults
  • My Account: Individual user preferences

Next Steps​

  1. ✅ Review Users: Audit current team members
  2. ✅ Invite Team: Add new users as needed
  3. ✅ Set Roles: Assign appropriate access levels
  4. ✅ Configure Regional: Set timezone and formats
  5. ✅ Track Limits: Monitor user count vs quota

Need help? Contact support through Settings → Support.

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