How do I access my Admin Panel?

Modified on Sat, 26 Oct at 12:32 PM

Through the Admin Panel, you can manage your,

Departments

Organization users

Organization seals

Settings

Premium features

When first accessing your Admin Panel, the analytics page will display a summary of your subscription and existing users along with a summary of your envelope count.

1. Departments

All your department will be listed here under Department Name, User Count, and Creator.

The following features are available within the department panel,

Filter list of departments using the Search Bar

Sort the Name and Created by column

Select the more options of each Department name to enable ‘Edit’, ‘Delete’ or ‘View users’.

Select the ‘Add’ button to add a new department.

2. Organization Users

All your organization users will be listed here, categorized as Active and Inactive. The username, email address, created date and department of each user will be displayed.

The following features are available within the Users panel,

Filter list of users using the Search Bar

Sort the Name, Email, and Date created column

Select the check box beside the Department name to enable ‘Edit’ and ‘Delete’ options.

The Email address of a user cannot be edited. It is a permanent detail.

Select the ‘Add’ button to add a new department.

The kebab menu icon will provide the option to

Edit details

Reset Password – If selected, an email will be sent to the user requesting to update their password.

Unsubscribe

Lock user

Allow delegation (Only available if ‘Delegation’ is enabled’

View User’s Vault (Only available for super admins)

Delete

Newly created users will appear under the Inactive List. The Assign Subscription option must be selected, and a subscription must be assigned. Thereafter, the user will display within the ‘Active’ list.

Can be filtered using ‘User role’, ‘Department name’ or search function.

Merge option – An account outside of the organization can be merged with the organization.

Export – User list can be exported

3. Organization Seals

All your organization seals will be listed here along with their creation date.

The following features are available within the Users panel,

Select the ‘Add’ button to add a new seal

The uploaded seal can be set as default

Select the check box beside the Seal to enable Edit and Delete options

If a Seal is set as default, within the Organization Panel view, a tag will be displayed beside the relevant seal.

4. Settings

A default font setting for the organization can be set here.

5. Settings

The following premium features can be activated here;

Knowledge based authentication

Super Admin

Delegation

WhatsApp Notifications

Signing Link

Webforms