Set up your team for success.

The Admin Portal contains workspace-wide settings, access to the workspace’s project lists, user profiles, and shared templates.

Quick Links

🦒 In-App Guide

Workspace

Workspace Properties

Set up your company’s account

• Guide Contents

Access Admin

Click menu → Admin to enter the Admin portal.

Admin Portal Overview

The admin portal contains:

• Workspace Switcher
• My Giraffe
  • Profile
  • Templates
• Workspace Admin
  • Teams
  • Members
  • Billing
  • Webhooks
  • API Tokens
  • Settings

My Giraffe

The “My Giraffe” section of Admin is available to everyone with a license. Here, you can review your personal information and templates.

Profile

Edit personal information and view the workspaces you are a part of, and your permissions levels for each, here.

Templates

View the templates that have been shared with you here.

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Workspace Admin

The Workspace Admin section is only available to those with Admin permissions in a workspace here, admins can update teams, invite members, manage billing, create webhooks, and update portfolio settings.

<aside> 💡 Learn how to manage Workspace here

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