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Admin Guide

The admin panel is available to tenant admins — users whose membership in the current tenant has the admin flag — at the /admin route (or the Admin tab in Teams). Everything here is scoped to your active tenant; a tenant admin can never see or change another tenant's data.

:::note Tenant admin vs platform admin This guide covers administering your organization (a tenant). Managing the tenants themselves — creating, approving, suspending — is a separate platform-admin role covered in Tenants & Platform Admin. :::

Admin Panel Sections

The admin sidebar groups its sections into four bands:

Workspace

SectionPurpose
ProjectsCreate projects (with type & billing); manage members and their per-project roles; link epics. Custom attributes are defined per project from here
TagsManage the tag catalog used on tickets, sub-tasks, and meeting logs
StatusesCustomize display names and colors for ticket and sub-task statuses

Access Control

SectionPurpose
UsersInvite users; activate/deactivate; approve sign-ups & re-approval requests; grant tenant-admin
RolesDefine dynamic per-project roles and their permissions, per project type

Integrations

SectionPurpose
WebhooksHTTP endpoints for external tools to create tickets
EmailMailboxes that turn inbound email into tickets, route them to projects, and their connection health
CalendarWorking hours, weekend rules, and holidays (master calendar)

General

SectionPurpose
SettingsWorkspace-level configuration — see below
TenantsPlatform admins only; managing the organizations themselves

Workspace settings

Admin → Settings currently holds one option:

SettingDefaultEffect
Ticket archiving — days after closing30How long a closed ticket waits before it can be archived. Archived tickets are hidden from normal lists

Day-1 Checklist for a New Tenant

  1. Add your users (or let them self-register by email domain and approve them)
  2. Define roles if the seeded defaults need tweaking
  3. Create your first project (choose its type) and assign member roles
  4. Set up tags for your categories
  5. Configure the master calendar — working hours and holidays
  6. Optionally configure email-to-ticket or incoming webhooks
  7. Optionally customize status display names and colors and custom attributes
  8. Check the ticket-archiving window under Settings if 30 days doesn't suit you