01
Review the admin dashboard
Admins start from command center metrics that summarize workspace activity and priority areas.
Admin walkthrough
Set up the workspace and keep operations moving
A visual tour for managers and admins who configure teams, owner-team workflows, billing, security, integrations, and reporting.
Chapter 1
Command center
Start with workspace-level health, queues, and operational visibility.
02
Open workspace details
Workspace dashboards give admins a closer look at the operating queues, trends, and team-level work behind the command center.
Chapter 2
Team builder
Create the departments, members, and roles that route work to the right people.
01
Configure teams
The team builder helps admins define how people are grouped before workflows start routing work.
02
Manage users
Admins can review users, roles, departments, and access from the users list.
Chapter 3
Workflow setup
Build forms and owner-team workflow steps that turn a request into trackable work.
01
Review workflows
Workflow lists show which owner-team routes are active, ready, and safe for users to submit against.
02
Build the form
The form builder lets admins choose the fields that users should complete for each request type.
03
Set process stages
Process setup defines each owner team, inline approval gate, and readiness warning before the workflow is implemented.
Chapter 4
Billing
Review plan status, usage, and add-ons from the billing area.
01
Open billing overview
Billing keeps plan, usage, and add-on context visible for workspace owners.
Chapter 5
Settings and governance
Manage security, deadlines, connections, and reports after the workspace is live.
01
Check security
Security dashboards help admins review access posture and important workspace safeguards.
02
Set deadline policies
Deadline and SLA settings keep time-sensitive work visible and consistently escalated.
03
Review connections
Connections show which external paths are available and where integration setup belongs.
04
Open reports
Reports give admins a way to review outcomes, trends, and workspace performance over time.
FAQ
Walkthrough questions
Quick context for teams using this page as a self-guided demo or onboarding reference.
A visual tour for managers and admins who configure teams, owner-team workflows, billing, security, integrations, and reporting.
Yes. The screenshot-led chapters are designed for self-guided onboarding and live demo preparation.
Next step
Walk through it with your team
Use these pages as self-guided onboarding, or request a guided demo and we will map the flow to your real request process.