Admin & Setup

Manage users, teams, roles, email templates, and organization settings.

• Managing users and teamsInvite users, assign roles and teams, manage access, and organize your organization's members.
• Roles and permissionsBuilt-in and custom roles, the permission matrix, and how to control who can do what in your organization.
• Action statuses and categoriesCustomize action statuses and categories to match your team's workflow.
• Email templatesCreate and manage email templates for workflows, notifications, and system messages.
• Organization settingsConfigure your organization's name, logo, security policies, SSO, and audit log.