Administration overview

Understand the available administrative tasks and how the profile and active organization affect the menu.

The Admin area gathers management tasks that appear according to the user profile and the active organization.

What you will do

You will identify which administrative tasks are available for your profile and confirm the context before consulting or changing information.

Who can do this

The area may appear for the Group Administrator and Organization Administrator profiles. Each profile only sees the options compatible with your access in the active context.

Before you start

Confirm the active organization in the platform selector.
Check which profile is associated with your access in this organization.

Menu path

In the main menu, select Admin. The home page displays the shortcuts and totals available in the current context.

Steps

Confirm the name of the active organization before opening an administrative task.
Open Admin and observe the options displayed in the menu.
Use Users to consult or manage people available in your context.
Use Memberships to consult the links between users, organizations and profiles.
If Workspaces and tenants or Audit is available, open the corresponding option to consult the data allowed to your profile.
Choose the desired task and confirm the context again before saving any changes.

Administration capability checklist

Tasks appear only when your role and active scope allow them. An analyst without administrative access will not see Admin.

Manage organizations within your authorized scope.
Manage users, invitations, and access within your scope.
Create and manage access profiles to distribute operational permissions by organization.
Check modules and licenses in the active context.
Review audit records when available to your role.

Read each task's role requirements before changing data.

Expected result

You recognize the administrative tasks available for your profile and work in the correct context. An absent option indicates that it is not available for the profile or for the active organization; this should not be interpreted as a failure of the platform.

Common problems

Situation	What to do
Admin does not appear	Confirm the active organization and the profile associated with it. The menu is displayed only for administrative profiles.
An administrative option does not appear	Check if the task is part of your profile and the active context.
The data seems to belong to another context	Check the active organization before continuing. Change the context only if your account has access to the correct organization.
A visible action cannot be completed	Review the required fields and your profile. The presence of the control on the screen does not replace the necessary authorization to complete the action.