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Help CenterAdministration

6 guides · updated 2026-09-21

Administration

Organization settings, access control, audit logs, and data management.

01Organization SettingsAdminManage members, roles, teams, and organization-level access using the current Organization surface.adminorganizationsettings
02Module Access ControlAdminUnderstand workspace selection, RBAC visibility, mandatory modules, and access-denial precedence.adminaccess-controlmodules
03Audit LogAdminReview organization actions, access changes, and system events in the current audit log.adminauditsecurity
04Data Import and ExportAdminImport supported records and request organization exports using current data controls.adminimportexport
05Notification SettingsUserCustomize in-app, email, and browser notification preferences.notificationssettingsalerts
06Running the AI agent safely (admin guide)AdminAdmin guide to safely rolling out AI agent execution: approval tiers, who can approve, cost caps, and a first-week checklist.tasksaiagent

Other categories

Getting Started12 Email10 WhatsApp & Social5 CRM14 LinkedIn16 Workflows & AI8 Chatbots18 Billing3 API & Developers4 Voice5 Meetings4 Tasks2 Messaging Channels2 Analytics3 Wrrkspace2 Settings5 Tools & Integrations9 Browser Extension2 Chat & Collaboration4 People & HR3 Performance2

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