# Common admin tasks

A quick-reference guide for the tasks workspace and system administrators perform most often. See [Admin roles overview](/admin-guide/getting-started/admin-roles-overview.md) for a breakdown of what each role can do.

## Workspace administration[​](#workspace-administration "Direct link to Workspace administration")

Workspace admins manage their workspace through standard apps - Participants, Groups, and per-app settings. There is no separate "Setup" menu.

### Add a user to a workspace[​](#add-a-user-to-a-workspace "Direct link to Add a user to a workspace")

1. Open the **Participants** app in your workspace
2. Click **Add participant**
3. Search for the user by name or email
4. Select their role/group and confirm

### Manage lists[​](#manage-lists "Direct link to Manage lists")

Each app has its own lists. Workspace admins can edit the left-side lists (filters, columns, sort order) for all users. Non-admins can create and edit their own personal lists.

See [Workspace configuration](/admin-guide/workspace-admin/workspace-configuration.md) for details on list organization.

### Install an app[​](#install-an-app "Direct link to Install an app")

Installing an app means creating a record in the METAMETA/APPINSTALLATION app that associates the app with your workspace.

1. Navigate to app management for your workspace
2. Select the app from the catalog
3. Configure installation options (app alias, initial settings)
4. Confirm the installation

See [Install and manage apps](/admin-guide/workspace-admin/install-manage-apps.md) for the full guide.

### Set up groups and permissions[​](#set-up-groups-and-permissions "Direct link to Set up groups and permissions")

1. Open the **Groups** app in your workspace
2. Create groups for different access levels (e.g., Managers, Viewers, Contributors)
3. Assign users to groups
4. Configure per-app permissions for each group

See [Groups and permissions](/admin-guide/workspace-admin/manage-groups-permissions.md) for details.

### Customize app installation[​](#customize-app-installation "Direct link to Customize app installation")

After installing an app, you can customize its configuration:

* Add or remove fields
* Modify list views and default filters
* Configure actions and workflows
* Set field-level permissions

See [Customize app installation](/admin-guide/workspace-admin/customize-app-installation.md) for the full guide.

## System administration[​](#system-administration "Direct link to System administration")

System admins perform administrative tasks through apps in the METAMETA workspace and other system-level workspaces (e.g., USER).

### Create a new user[​](#create-a-new-user "Direct link to Create a new user")

1. Open the **USER** app in the METAMETA workspace
2. Click **Add user**
3. Fill in the user's name, email, and initial password
4. Assign the user to workspaces

See [Manage users](/admin-guide/system-admin/manage-users.md) for details.

### Create a new workspace[​](#create-a-new-workspace "Direct link to Create a new workspace")

1. Navigate to METAMETA/WORKSPACE/NEW
2. Set the workspace name and alias
3. Configure initial settings
4. Add the first participants

See [Create a workspace](/admin-guide/system-admin/create-workspaces.md) for the full guide.

### Configure SSO/LDAP[​](#configure-ssoldap "Direct link to Configure SSO/LDAP")

Set up single sign-on for your organization:

1. Open the authentication configuration in the METAMETA workspace
2. Configure your identity provider (LDAP, Active Directory, or SAML)
3. Test the connection
4. Enable SSO for users

See [SSO, LDAP, and AD setup](/admin-guide/system-admin/single-sign-on-sso.md) for the full guide.

### Login as another user[​](#login-as-another-user "Direct link to Login as another user")

Administrators can impersonate another user to troubleshoot permission issues:

1. Navigate to the user's profile
2. Click **Actions > Login As**
3. The interface switches to that user's perspective
4. Log out to return to your admin session

## Quick reference[​](#quick-reference "Direct link to Quick reference")

| Task                  | Where                    | Guide                                                                                |
| --------------------- | ------------------------ | ------------------------------------------------------------------------------------ |
| Add user to workspace | Participants app         | [Manage participants](/admin-guide/workspace-admin/manage-workspace-participants.md) |
| Manage lists          | Per-app list settings    | [Workspace configuration](/admin-guide/workspace-admin/workspace-configuration.md)   |
| Install an app        | METAMETA/APPINSTALLATION | [Install and manage apps](/admin-guide/workspace-admin/install-manage-apps.md)       |
| Set permissions       | Groups app               | [Groups and permissions](/admin-guide/workspace-admin/manage-groups-permissions.md)  |
| Create a user         | METAMETA/USER            | [Manage users](/admin-guide/system-admin/manage-users.md)                            |
| Create a workspace    | METAMETA/WORKSPACE       | [Create a workspace](/admin-guide/system-admin/create-workspaces.md)                 |
| Configure SSO         | METAMETA auth settings   | [SSO setup](/admin-guide/system-admin/single-sign-on-sso.md)                         |
| Import data           | List menu > Import       | [Import/export](/admin-guide/workspace-admin/import-export-workflows.md)             |

## Who can do what[​](#who-can-do-what "Direct link to Who can do what")

Not all admin tasks require system administrator access. This table clarifies the boundary:

| Task                                                | Workspace admin | System admin |
| --------------------------------------------------- | --------------- | ------------ |
| Add participants to workspace                       | +               | +            |
| Create and manage groups                            | +               | +            |
| Install and remove apps                             | +               | +            |
| Customize app settings (fields, views, permissions) | +               | +            |
| Manage app lists                                    | +               | +            |
| Configure feature flags                             | -               | +            |
| Import data                                         | +               | +            |
| Create new users                                    | -               | +            |
| Create new workspaces                               | -               | +            |
| Configure SSO/LDAP                                  | -               | +            |
| Deploy app code updates                             | -               | +            |
| Generate workdays for users                         | -               | +            |
| Manage email parser configuration                   | -               | +            |
| Configure system-level integrations                 | -               | +            |
| Login as another user                               | -               | +            |

If you are a workspace admin and need a system-level action performed, contact your system administrator.