Admin Overview

Note

This section is written strictly for Org Admins.

Caution

Only Super Admins can promote a member in the organization to the Admin role.

Admin onboarding is the same as Member onboarding — a person joins as a member first, then a Super Admin upgrades their permissions to Admin.

Org Admins are responsible for keeping execution moving: assigning work, reviewing submissions, unblocking delivery, and ensuring records are audit-ready.

What you manage as an Admin

Task Operations

Create and assign tasks, keep priorities accurate, and help the team maintain a clean execution queue.

Approvals

Review submissions and approvals quickly, leave clear feedback, and keep the approval pipeline flowing.

Audit & Reporting

Use history logs and exports to support compliance, payroll ops, and internal reporting.

Integrations

Maintain tool connections (like Jira) so task and submission flows stay reliable.

How this section is organized

This Admin section focuses on the day-to-day workflows you’ll repeat:

• Working the task queue (create, assign, update, and keep tasks moving)
• Reviewing submissions (approve/reject, request changes, and keep an audit trail)
• Using reports (spot bottlenecks, export data, and trace who changed what)
• Keeping integrations healthy (connect, verify, and recover from failures)

Operating principles

• Fast feedback loops: approvals should be handled daily.
• Audit-friendly: use comments and clear rejection reasons when returning work.
• Predictable prioritization: keep priority levels meaningful and consistent.
• System health: treat integrations as production dependencies, not “set and forget”.