Admin Guide
This guide covers admin-specific tasks: managing users, billing, roles, and workspace settings.
Admin areas
| Area | Location |
|---|---|
| Users & invitations | Settings → Users |
| Roles & permissions | Settings → Roles |
| Billing & subscription | Settings → Billing |
| Company profile | Settings → Company |
| Integrations | Settings → Integrations |
| Email templates | Settings → Email Templates |
| Workflows | Settings → Workflows |
| Security logs | Settings → Security |
Managing users
- Invite — Settings → Users → Invite User (email + role)
- Deactivate — Click a user → Deactivate (they lose access but data is preserved)
- Change role — Click a user → Edit → Change role
Custom roles
Beyond the built-in roles (Admin, Manager, Member, Viewer), you can create custom roles with fine-grained module permissions.
- Go to Settings → Roles → New Role
- Name the role and set permissions per module
- Assign the role to users
See Billing & Subscription and Security for those specific admin topics.