Administration

Users, roles, security, audit log, assignment rules and billing for workspace admins.

• Workspace and company settingsSet your company name, logo, timezone, currency, business hours and email branding for the whole workspace.
• Users and invitationsInvite teammates, give each one a role, title, department and manager, and hand over their work when they leave.
• Departments and teamsMirror your org chart so team-scoped permissions, routing and reports follow it.
• Roles and permissionsDecide what each person can see and change, product by product, down to whose records they can open.
• Security settingsTurn on two-factor authentication, change your password, sign out other devices and check your login history.
• Audit logSee every change in your workspace: what happened, who did it and when.
• Assignment rulesSend every new contact, lead and ticket that arrives without an owner straight to the right teammate.
• Billing, plans and seatsChange your plan, add or remove seats, pay in Naira or US dollars through Paystack, and what happens when a trial ends.
• Recycle BinRestore deleted contacts, deals, leads and tickets, or delete them for good.