The Admin console is the headquarters of team management and account settings. Org Admins are able to create new teams, invite and manage users and manage team settings. To access the Admin Console hover over the login email in the upper righthand corner and a dropdown will populate. 
Upon opening, the 'Users' section populates. You'll also see the main menu on the lefthand side of the screen. 
User/Team Management
Within the 'Users' section admins are able to invite new users, either individually or, if an org admin, in bulk, and manage current users. Update their role as well as the team which they are on.
The 'Teams' section allows admins to able to create and manage teams. The dashboard will show the team name the admin and manager for the team as well as the parent team.
Account Management
Reporting
Within the 'Reporting' section admins are able to pull User activity, Compliance and Document status reports.
There is also two graphs which populate which breakdown the current month's activity.
Settings
Within Settings there are four categories, 'General', 'Signature Requests', 'Documents and Templates' and 'Syncing and Sharing'.
- General - Manage company name, tagline, logo and industry.
- Signature Requests - Manage outbound email settings, signature request options and reminders for your account.
- Document and Templates - Manage template editing access and who can download a document CSV.
- Syncing and Sharing - Manage which integration apps the users on the account can enable.
Security
Admins are able to enable SAML SSO as well as manage multi-factor authentication.
Comments
0 comments
Article is closed for comments.