Overview
Admin settings and configuration
Overview
The Administration section covers organization-wide settings and configuration options available to Admin users. These settings affect all users in your SimplyManage organization.
Warning
Administration features are restricted to users with the Admin role. Changes made here affect the entire organization.
Administration Areas
Organization Settings
Configure your organization's core settings:
- Organization name and branding
- Default timezone and work hours
- Billing and subscription settings
- Default currency
Learn about organization settings →
Roles & Permissions
Manage user access and capabilities:
- System roles (User, Manager, Admin)
- Custom permission configurations
- Default role for new members
- Feature access control
Learn about roles & permissions →
Forecasting
Plan and forecast resource allocation:
- Capacity planning tools
- Revenue forecasting
- Resource demand projections
- Trend analysis
Accessing Administration
Access admin features from multiple places:
- Organization - Organization settings in sidebar
- Roles & Permissions - Dedicated sidebar item
- Forecast - Forecasting tools in sidebar
- Team - User management
- Clients - Client management
Admin Responsibilities
As an administrator, you're responsible for:
| Area | Tasks |
|---|---|
| Users | Inviting, onboarding, and managing team members |
| Access | Assigning appropriate roles and permissions |
| Projects | Overseeing project creation and configuration |
| Clients | Managing client relationships and billing |
| Integrations | Setting up organization-wide integrations |
| Compliance | Ensuring data accuracy and policy compliance |
Admin Best Practices
- Regular audits - Review user access and permissions periodically
- Backup admins - Ensure multiple admins for continuity
- Documentation - Document your organization's policies
- Training - Onboard new users properly
- Monitor usage - Track adoption and identify issues
Getting Help
If you need assistance with administration tasks, contact SimplyManage support or consult this documentation.