Common admin tasks

A quick-reference guide for the tasks workspace and system administrators perform most often.

Workspace administration

Add a user to a workspace

1. Open the workspace
2. Go to Setup > Participants
3. Click Add participant
4. Search for the user by name or email
5. Select their role/group and confirm

Create a list folder

1. Go to Setup > Lists
2. Click New folder
3. Name the folder and set its position
4. Drag existing lists into the folder

See Workspace configuration for details on list organization.

Install an app

1. Go to Setup > Apps
2. Click Install app
3. Select the app from the catalog
4. Configure the installation options (app alias, initial settings)
5. Confirm the installation

See Install and manage apps for the full guide.

Set up groups and permissions

1. Go to Setup > Groups
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 for details.

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 for the full guide.

System administration

Create a new user

1. Go to the system admin panel
2. Navigate to Users
3. Click Add user
4. Fill in the user's name, email, and initial password
5. Assign the user to workspaces

See Manage users for details.

Create a new workspace

1. Go to the system admin panel
2. Click New workspace
3. Set the workspace name and alias
4. Configure initial settings
5. Add the first participants

See Create a workspace for the full guide.

Configure SSO/LDAP

Set up single sign-on for your organization:

1. Go to the system admin panel
2. Navigate to Authentication settings
3. Configure your identity provider (LDAP, Active Directory, or SAML)
4. Test the connection
5. Enable SSO for users

See SSO, LDAP, and AD setup for the full guide.

Login as another user

Administrators can impersonate another user to troubleshoot permission issues:

1. Open your profile menu
2. Select Login As
3. Search for the user
4. The interface switches to that user's perspective
5. Log out to return to your admin session

Quick reference

Task	Where	Guide
Add user to workspace	Setup > Participants	Manage participants
Create list folder	Setup > Lists	Workspace configuration
Install an app	Setup > Apps	Install and manage apps
Set permissions	Setup > Groups	Groups and permissions
Create a user	System admin > Users	Manage users
Create a workspace	System admin	Create a workspace
Configure SSO	System admin > Auth	SSO setup
Import data	List menu > Import	Import/export