Administration Activities
  • 10 Oct 2023
  • 1 Minute to read
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Administration Activities

Article Summary

Note: This page is accessible and visible only for users who has an Admin/Manager role assigned to their profile. While all the functionalities are available for Admin, the Managers can see only the Users part of it!

You can manage your accounts or subscriptions, users, access permissions, and all other admin activities from the Administration page.

Click on your profile initials at the top-right corner from any of the pages and you can see Admin.


Click Settings > Admin to navigate to the Administration page. You can navigate to

  • Users tab to manage the users in your team, 
  • Billings tab to manage your subscriptions or account,
  • Strategy model tab to rename the components of your plan,
  • Time horizons tab to create default time periods or horizons,
  • Custom fields tab to create custom fields and templates,
  • Security tab to enable or disable multi-factor authentication (MFA or 2FA),
  • Bulk tools tab to do bulk assign or bulk import of goals, and 
  • Scheduled updates tab to create custom templates to post updates!

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