Admin

The Admin app is where workspace administrators manage the organization, people, access, and billing.

Open it: App Launcher → Admin, or go to /admin.

You need admin permissions to change org settings, add users, or manage billing.

Admin home

Route: /admin

Quick overview of your organization — seat usage, recent users, and links to common tasks.

Organization

Route: /admin/org

Tabbed hub for org-wide settings:

Tab	Purpose
Overview	Summary and shortcuts
Company profile	Legal name, address, branding fields
Contacts	Org-level contact records
Plan & usage	Current plan summary and meters
Security	Security-related org settings

People and access

Route: /admin/users

Area	Route	Purpose
Overview	`/admin/users`	Headcount and department breakdown
Directory	`/admin/users/u`	Search users, add members, seat meter
Groups	`/admin/users/g`	Team groups
Roles	`/admin/users/roles`	Role catalog (RBAC)
Profiles	`/admin/users/profiles`	Permission profiles

Adding a user

Go to People → Directory
Click Add user
Enter name, email, and password (must meet password policy)
Assign role and profile

Each new user consumes a licensed seat. If you are at capacity, upgrade or add licenses from Billing first.

Email uniqueness: An email can only belong to one Salestrics workspace. If the email is already in use elsewhere, use a different address.

Deactivating users

Deactivated users no longer count as active seats but their history remains in the org.

Billing

Route: /admin/billing

View current plan and upgrade/downgrade via Stripe checkout
Open the customer portal to update payment method or cancel
Monitor usage meters:
- AI tokens (org, monthly reset)
- Bulk automations (org, monthly reset)
- Drive storage (per user, cumulative)
- Licensed seats
Purchase AI token packs (paid plans, not during trial)

Subscription changes trigger in-app notifications for admins and members.

Customization

Route: /admin/customization

Advanced: configure custom applications and modules. Most teams use the default Momentum and Workspace modules without changes here.

Platform settings (Enterprise)

Route: /admin/platform

Available on Enterprise plans only:

SSO and MFA
Compliance tiers
Data retention
API rate limits
Per-org Connect limit overrides

Self-serve plans use standard platform defaults.

Roles and permissions

Salestrics uses roles and permission profiles to control what users can see and edit. New orgs receive a seeded RBAC catalog on signup.

Typical pattern:

Admin — full org and billing access
Standard user — CRM and Workspace access without admin screens

Adjust roles at People → Roles and assign profiles when adding users.

Org setup wizard

New organizations may see a setup wizard guiding initial configuration — company profile, first users, and plan confirmation.

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