Admin controls

This quick guide will help you learn more about the Company Admin role on Workframe

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16 articles in this collection
Written by Workframe Customer Success

Manage people

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Written by Workframe Customer Success
Updated over a week ago

Add a user

Add new users to projects in your portfolio
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Deactivate a user

Remove users from your organization
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Frames

Intuitively organize and group your projects into Frames.
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Add a Frame

Add new frames across your portfolio
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Add a project

Add new projects across your portfolio
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Edit Project

Quickly and efficiently edit your active projects with easy to add tasks, assignees, dependencies and more.
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Templates

Create new projects more efficiently while also implementing standardized workflows and processes by using templates.
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Project from templates

Easily create a project from a template.
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Templates glossary

Understand key terms for templates.
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Custom fields

Create and Associate Company Custom fields to a Project/Template.
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Written by Workframe Customer Success
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Edit/Delete Custom fields

Please note that only users with Admin permissions can edit/delete Custom fields for the Company.
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Written by Workframe Customer Success
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How add Custom Fields to a project

Please note that only users with Company Admin and Project admin permissions can add Custom fields to a project.
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Written by Workframe Customer Success
Updated over a week ago

Automation tab for admins

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Written by Workframe Customer Success
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