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Introduction to the Admin Console

A quick overview of things you can do in the admin console and how to become an admin yourself.

Updated over a week ago

Things you can do in the admin console

  • Invite new users

  • Manage existing users and their permissions

  • Create and assign Teams

  • Configure and set up:

    • Activity Capture

    • Conversation Intelligence

    • Forecasting incl. Quotas and Forecasting Cadences

    • Pipeline Management

    • Deal Warnings

    • Workflow Templates

    • Custom Notes

  • Enable/disable Products

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

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