There are 5 admin tools. What you will see will depend on what admin permissions have been granted to you:
- Admin Permissions
- Default Permissions
- Groups
- Users
- Licenses
1. Admin Permissions
Admin Permissions allow you to add admins to your organization, resources, groups, users, and licenses.
Organization Admins
Organization admins can manage their organization and can assign create other organization, resource, and group admins.
Site Provisioners
By default, all users are added to the organization as site provisioners which have the ability to consume a site credit by utilizing a premium preset. Remove users from this section to remove their ability to use credits.
Resource Admins
Resource Admins have “super admin” access to all Pipelines, Deals, Assets, and any other resources stored in the cloud file system, and can assign access to those resources to other users.
Group Admins
Group Admins can create groups and manage users in those groups.
User Admins
Can add or remove users to the organization.
License Admins
NOTE: License Admins also must be User Admins
Default Permissions
You can add or remove access by users or groups to the root folder here:
Groups
Groups provide a way for group admins to apply resource permissions to multiple users within their organization at once.
Each company has an “Everyone” group created by default that represents all members within their organization. This group can be used to quickly update permissions for specific directories, deals, or assets for all users company-wide.
By default, the “Everyone” group is given “Editor” access to the organization’s Deal Pipeline directory which allows all users to create folders in the Deal Pipeline directory as well as save deals and assets by default.
Users
Here you'll see a list of the users within your organization.
Licenses
You'll see what products you have access to, as well as when you subscriptions expire.
