Introduction to the admin console
A quick overview of things you can do in the admin console and how to become an admin yourself.
Things you can do in the admin console
- Invite new members
- Manage existing members and permissions
- Create and assign user profiles
- Configure warning signals
- Configure the insights tab in the sidebar/chrome extension
- 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
- Disable/enable products
- Configure custom note objects
Who can access the admin console?
- The admin console can be accessed by Weflow admins only
- Salesforce system admins do not automatically become Weflow admins
- If you're not admin, but should be, contact your current Weflow admin or our support team at support@getweflow.com