Admin
Admin area
Internal management for workspaces, users, billing and system status.
The administration area is intended for technical and operational platform management. It is separate from normal workspace use and should be limited to a small number of authorised people.
Access and responsibility
Use individual admin accounts, strong authentication and MFA where available. Do not share administrative roles for everyday document processing.
Operational overview
Review users, workspaces, payments, usage, system health and support cases. Make targeted changes and retain an audit record.
Secure operation
Avoid unnecessary customer-data exports and mask provider identifiers in views. During incidents, determine scope and cause before manually changing jobs, payments or data.
