Admin collection

Workspace administration

Manage people, workspace defaults, connected channels, templates, data controls, and administrative health.

Published guidance

13 guides

understand

Build the mental model, terminology, and decision boundaries before changing live work.

Understand Owner, Admin, and Member authority across organization, workspace, team-inbox, security, and automation boundaries.

Follow the product workflow, verify the resulting state, and leave a visible next action.

Add existing or new teammates with least privilege, verify invitation delivery, and safely manage access changes.

Set currency conversion and reporting timezone defaults, understand their downstream effect, and verify the change safely.

Configure personal event categories, inbox sources, browser alerts, and sound without turning every unread item into noise.

Connect receiving and sending for a shared team address, test both directions, and route it to the correct inbox.

Design team-inbox visibility, channel routes, assignment, capacity, working hours, SLAs, and escalation ownership.

Connect WhatsApp senders, select default outbound routing, govern history sync, and verify diagnostics and delivery.

Understand organization and workspace scope, then create, switch, or rename a workspace without cross-scope mistakes.

Inventory WhatsApp and shared-email connections, verify ownership and data scope, and remove dependencies safely.

Govern typed CRM fields and reusable tags without breaking imports, views, automations, or data meaning.

Update personal identity, password, authenticator MFA, and active sessions for every signed-in role.

Manage WhatsApp provider templates and personal or shared email templates with correct variables, approval, and lifecycle.

Interpret Email and WhatsApp delivery outcomes, provider health, recipient safeguards, and safe recovery queues.