Admin Overview

Admin settings allow organization administrators to manage the organization, teams, and members. These settings affect everyone in your organization.

Admin Capabilities

Organization Admins Can

Accessing Admin Settings

Admin settings are found in two places:

Settings Page

1. Click Settings in the sidebar
2. Look for sections marked "Admin" or "Organization"
3. Sections include:
   • Organization Settings
   • Team Management
   • Member Management

Quick Access

Some admin actions are accessible from:

• Team member profiles (change role)
• Document pages (bulk operations)
• User menus (quick invite)

User Roles

Available Roles

Role Comparison

Organization Structure

Single Organization

Most users belong to one organization:

• All data is within that organization
• Teams organize users within the org
• Settings apply organization-wide

Multiple Organizations

Some users may belong to multiple organizations:

• Switch between organizations in profile menu
• Each organization is completely separate
• Different roles possible in each

Admin Dashboard

Key Metrics for Admins

Admins see additional dashboard information:

• Total members and active users
• Pending invitations
• Usage statistics
• Compliance progress across teams

Audit and Compliance

Admins have access to:

• Complete audit trail
• Compliance reports
• Export capabilities
• Integration logs

Getting Started as Admin

Initial Setup Checklist

When you become an admin:

1. Review organization settings

   • Verify organization name
   • Check timezone settings
   • Review default frameworks

2. Set up teams

   • Create teams for your structure
   • Assign team leads if applicable

3. Invite members

   • Add team members
   • Assign appropriate roles
   • Set up team memberships

4. Configure integrations

   • Connect Slack for notifications
   • Set up webhooks if needed

5. Review security

   • Check member list regularly
   • Remove departed employees promptly
   • Review access periodically

Best Practices

Member Management

• Use the principle of least privilege
• Assign Viewer role for read-only needs
• Reserve Admin role for those who need it
• Review access quarterly

Team Organization

• Create teams that match your org structure
• Keep teams focused (by function or framework)
• Assign clear ownership

Security

• Remove access promptly when people leave
• Review audit logs regularly
• Keep member list current
• Use integrations securely

Common Admin Tasks

Quick Reference

Admin Sections

Explore each admin area in detail:

• Organization - Organization-wide settings
• Teams - Create and manage teams
• Members - Manage user access
• Invitations - Invite new members

Need Help?

Admin Support

For admin-specific questions:

• Review this documentation
• Contact support for complex issues
• Request admin training if needed

Transferring Admin Role

If you need to transfer admin responsibilities:

1. Add new admin (give admin role)
2. Verify they have access
3. They can remove your admin role if needed