General introduction to the admin console

What's the revops admin console?

With the admin console, you can perform the following actions:

  • Invite new members
  • Manage existing members and permissions
  • Create and assign user profiles
  • Create and assign workflow templates (pipeline views, note templates, sidebar templates)
  • Create and assign record and activity templates (creating new records, logging activities)
  • Manage and set up forecasting
  • Manage and set up quota for your users

Who can access the revops admin console?

  • The admin console can be accessed by Weflow admins only
  • To become an admin, contact your existing Weflow admins or our support team at hello@getweflow.com