Enterprise 2.0 Admin Console

The Admin Console is the central management area where admin users can manage all organization-related settings. From here, you can manage users and guest accounts, configure security settings, monitor logs, manage assets, view usage analytics, and access all account and billing information related to your organization.

If you have an Admin role, click your Avatar tab, then select the Admin Console option from the dropdown menu. You’ll be redirected to the Admin Console homepage.

Yes. In the Admin Console, go to the left menu and select Users. You’ll find two separate tabs: Users and Guest Accounts. From there, you can add new members, update their roles, and make security-related changes.

Yes. In the Admin Console, go to Users > Guest Accounts. You can view all guest users in your organization, check their assigned assets, and revoke their access when needed.

Yes. In the Admin Console, go to the left menu and click on Users section. You can view the list of all users, and clicking the three-dot action button to the right of each listed user opens the sidebar where you can check the Assets tab to view each permitted user’s owned, shared, and assigned assets, and revoke access if necessary.

No. When deleting a user, a confirmation modal will appear, allowing you to transfer all associated assets to another active user before completing the deletion.

Yes. In the Admin Console, go to the left menu and select Account & Billing > Invoices. You can view a list of all invoices, including paid and unpaid status.

In the Admin Console, from the left menu, go to Account & Billing > Account. You can monitor both Monthly SMS (1,000 messages) and Voice (1,000 minutes) agent limits, and view alerts related to usage thresholds. These limits are visible on this page if you have enabled agents for your organization from Assets > Agents > Settings.

Yes. In the Admin Console, from the left menu, go to Account & Billing > Billing Info. From this page, you can review and update your organization’s billing address, billing contact person details, and other related information to ensure your billing records stay accurate and up to date.

Yes. In the Admin Console, from the left menu, go to Customization. In this section, you can open the Workspace, Login Page, or Error Page tabs to design and customize each page’s appearance and content for your organization.

Yes. In the Admin Console, go to Assets from the left menu and select Forms > Form Settings. Then, open the Form Theme tab to create a custom form theme for your organization. You can customize the logo, size, background color, and overall style. The theme applies only to Classic Forms and can be set as the default or enforced for all users.

Yes. In the Admin Console, go to Customization from the left menu and open the Brand Kit tab. With the help of AI, you can automatically generate a complete brand kit using your organization’s logo or website. From there, you can review and adjust the suggested colors, fonts, and styles to match your organization’s visual identity. Once finalized, you can apply this brand kit across your Login, Error, Workspace, and other customizable pages.

Yes. In the Admin Console, go to Integrations from the left menu and select the Logs tab. You can view all connected integrations across your organization, review detailed logs for each integration, track use history, and quickly identify any failed calls or errors. This allows you to monitor integration performance and troubleshoot issues effectively.

Yes. In the Admin Console, go to Integrations from the left menu and open the Settings tab. From here, you can view all available integrations for your organization and configure their visibility. You can choose to hide or display specific integrations for users in the form builder, or even hide the entire Integrations section if needed. This allows you to control which integrations are accessible to users and ensure a streamlined experience in the form builder.

Yes. In the Admin Console, go to Emails from the left menu and select the Logs tab. You can track all organization-wide emails, including autoresponders and recipient notifications. The logs enable you to filter emails by date range, review delivery status, identify any errors or failures, and download the log data for reporting or auditing purposes. This provides full visibility into your organization’s email activity.

Yes. In the Admin Console, go to Emails from the left menu and open the Settings tab. From here, you can add new sender email addresses, whether custom, Microsoft, or Google, and decide if each email should be optional or required for all users. This helps keep sender information consistent and makes it easier to manage email settings across your organization.

Yes. In the Admin Console, from the left menu, go to Assets. You can access all asset types, including Forms, AI Agents, Sign Documents, Apps and Workflows. For each asset, you can view details, edit settings, delete, or download it. You can also review submissions and open the analytics page to monitor usage and performance across your organization.

You can only change the owner of Form assets. If a form is linked to another asset, such as a workflow, the ownership of the related workflow will automatically update whenever the form’s owner is changed.

Yes. In the Admin Console, from the left menu, go to Analytics. You can view organization-wide usage data for Forms, AI Agents, Sign Documents, Apps and Workflows. Additionally, you can open each asset’s detailed page to review individual use metrics, submission data, and performance insights, helping you monitor activity and make informed decisions.

Yes. In the Admin Console, from the left menu, go to Assets > Mobile App. You can download your Enterprise App, invite users from your organization, and even create a custom mobile app for an additional fee. You can personalize it with your organization’s branding, including the logo, name, and colors, to match your visual identity.

Yes. In the Admin Console, from the left menu, go to Security. From this section, you can configure all organization-wide security settings, including access controls, authentication options, and other policies to ensure your organization’s data and assets remain secure.

You can enable SSO once it has been activated for your account. If SSO is not yet enabled, contact your Account Manager to request activation. Once activated, the Add SSO Provider button will become active in the Security section, allowing you to connect and configure your SSO provider for your organization.

Yes. In the Admin Console, from the left menu, go to Security > Two-Factor Authentication (2FA). You can enable 2FA for your organization and choose to enforce it for all users, helping to enhance account security and protect organizational data.

Yes. First, in the Admin Console, from the left menu, go to Security and enable 2FA for your organization. Then, go to Users, click the three-dot menu next to a specific user, and select 2FA Settings to configure two-factor authentication individually for that user.

Yes. In the Admin Console, from the left menu, go to Security > Session Timeout. You can define session timeout durations for all users in your organization, with options including Never, 15 Minutes, 30 Minutes, 1 Hour, or 2 Hours, helping to manage security and user activity efficiently.

Yes. In the Admin Console, from the left menu, go to Security > IP Address Restrictions. You can add specific network addresses using the Add Network tab and mark them as Trusted or Restricted. This enables you to effectively control server access and manage network permissions across your organization.

In the Admin Console, from the left menu, go to Support. You can view all support tickets created within your organization, create new tickets, and even schedule Zoom calls with the support team to resolve issues efficiently.

Yes. In the Admin Console, from the left menu, go to Teams. You can view all teams in your organization, update team members, modify permissions, and adjust visibility settings (private or organization). To create a new team, use the Create Team button. You can also click the Settings button on the same page to configure general team-related options and preferences.

In the Admin Console, go to Activity Logs section from the left menu. You can view all organization-wide activity logs, filter them by User, Activity (e.g., asset creation, deletion, or update), Asset Type, and Date Range, and download filtered logs if needed.