The Admin Console is a Platform Administration app that includes various admin modules. This app allows administrators to configure and manage the settings for these modules within the Admin Console.

To access the Admin Console

  1. Click the App Launcher icon ()
  2. Select Admin Console to view various modules as shown in the following image.

The Admin Console groups all tools and settings related to platform administration. The following table summarizes all settings and tools included in Platform Administration.

ModuleDescription
Users

Allows administrators to create and manage users and their access permissions. 

For more information, see Managing Roles and Permission Groups.

Workflow

Enables the automation of standard business procedures and processes without requiring coding. Acting as an orchestrator, it integrates various tasks related to transactional data for objects like contracts. This can streamline manual tasks, synchronize data across systems, and boost productivity.

Activities enable you to create workflow definitions. These activities can be executed either manually or automatically. Examples include Approvals, Document Generation, and so on.

For more information, see Managing Workflows.

To know about the use cases for workflow activities, see Configuring Workflow Activities.

Organization

Allows administrators to create and manage organization-level details and external integration.

For more information, see Managing Organization. 

Notification Manager

Allows to set alerts to notify contract managers and stakeholders about actions taking place on objects and records. For example, configure a notification to be triggered when contracts are nearing their termination or expiration dates. The contract managers can promptly take appropriate actions, such as initiating contract renewals or renegotiations. Administrators can configure new email notifications, in-app notifications and manage existing notifications. 

For more information, see Managing Notifications.

Rule Settings

Allows to set up template filter rules in the template selection page to narrow the list of templates displayed to the user for generating documents and supporting document tasks. Administrators can set up the template filter rule and allow contract fields and related child object fields to be used in selecting the templates. 

For more information, see Template Filter Rules.

Application Manager

Allows you to create, manage, and customize applications. You can rearrange apps as icons in the global navigation and control their accessibility based on permission groups.

For more information, see Application Manager.