Where every company-wide setting lives and how the console is organized, for admins and owners.
The Admin Console is the control room for your company. Everything that affects the whole team — branding, templates, commissions, automations, integrations, billing — is managed here, while personal preferences stay in MY SETTINGS. Only admins and owners see it.
WHERE: Masthead ⚙ gear → Admin Console
◆ NOTE
On the phone, the console is a tile-grid hub instead: avatar →
MORE → Admin Console. On the web it opens full-bleed with a grouped left nav.§Finding your way
The left nav groups every screen from ORGANIZATION down to DANGER ZONE. The fastest route to anything, though, is the universal search at the top — it searches settings, admin lists, and reports in one box, so typing a couple of letters usually beats clicking through groups. Drill-ins open in the same pane with breadcrumbs, so you never lose your place.
§What lives in each group
| Group | What you manage there |
|---|---|
| ORGANIZATION | Overview, General company profile, Business hours, Calendar, Team, Roles & permissions, Activity log, Billing & usage |
| CUSTOMIZATION | Branding, Templates, Photo types, Job stages, Trades, Tile registry |
| OPERATIONS | Daily notes review, Automation, Stage triggers, Outreach agents |
| COMMUNICATION | Notifications, Email sending domain, Email templates, Email branding |
| FINANCIAL | Financial settings, Commission plans, Commission queue, Commission payouts, Commission settings |
| DOCUMENTS | Contracts hub, Upload contract, AI contract language, Contract settings, Proposals hub |
| INTEGRATIONS | Integrations hub plus API keys |
| DATA & REPORTS | Reports hub, Admin lists, All settings, Import/export |
| DANGER ZONE | Destructive company-wide operations, each behind a typed confirmation |
§A few screens worth knowing early
- ◆
ORGANIZATION → Generalis your company profile: legal identity, DBA, tax IDs, addresses with autocomplete, fiscal preferences, licenses, and insurance certificates with expiry tracking. AGUIDED SETUPcard at the top offersRE-RUN GUIDED SETUP →whenever you want a walk-through instead of individual screens. The full walkthrough is "Company profile and business details" in this category. - ◆
ORGANIZATION → Teamshows your seats summary, the member table with role assignment, and pending invites you can resend or revoke. Removing a user syncs your paid seat count automatically, and a last-admin guard stops you from removing the only admin. - ◆
ORGANIZATION → Roles & permissionslists built-in and custom roles with a category-grouped permission checklist. Built-ins are editable and carry aRESET TO DEFAULT; the OWNER role’s role-management rights are locked so nobody can lock the company out. - ◆
ORGANIZATION → Billing & usageshows your tier, status, seat cap versus current users, next billing date, and add-ons — see "Billing and your subscription" in this category.
◆ TIP
Non-admins on your team never see the ⚙ gear or the
Admin Console row — if someone reports they "can’t find settings", check their role first under ORGANIZATION → Team.