Administration overview

Global administrators use Admin for account management, organization configuration, content governance, and operational review.

Organization Staff or Manager authority alone does not open the global Admin area. An unauthorized account sees Admin access is required. Normal Library folder access still depends on its sharing rules.

Open the relevant section

1. Sign in with the intended administrator account.
2. Open Admin from the main app navigation.
3. Choose Dashboard, Access, Content, or Audit.
4. Select the secondary tab for the task.
5. Check the displayed record, workspace, and action before saving a change.

On narrow screens, the section tabs scroll. Dense tables can scroll horizontally. Use the shared search field only in panels that support it; other panels have their own search and filters.

Switching to Access initially opens Users, and switching to Content opens Code Sets. A detail view has its own tabs and close control.

Dashboard

Dashboard has Overview, Billing, Readiness, Maintenance, Jobs, and Eggs tabs.

Overview includes platform totals for Users, Guides, Pages, Blocks, Reports, and Organizations. These are system counts, not a list of records in the currently selected workspace.

Use Billing for its financial views and Operations for readiness, maintenance, and job controls. Read status messages and refresh failures before acting on a summary. Merely opening a status panel is different from running its actions.

Access

• Users opens the account directory, sign-in assistance, personal Licenses, and access review.
• Organizations opens organization management.
• Licensing manages Packages and Licenses.
• Tags manages administrative access tags.

Global administrator status, organization membership, Client assignment, folder sharing, and License benefits are different controls. Review user access and organization roles before changing relationships.

Content

Content contains Code Sets, Catalog, Profile Document Types, Summary, and Voices.

Use these for shared code-set content, Catalog governance, document-type configuration, profile Summary administration, and shared voices. Follow each feature's article for its permissions, save behavior, and effects on users.

Audit

Audit provides recorded activity for administrative investigation. See Audit history for filters and exports. Keep exported account or care information in an approved location.

If Admin will not load

Check the signed-in account and note whether one panel or the whole Admin area failed. Read its message and use Retry or Refresh when offered.

For a support report, record the section, approximate time, visible error, and action. Do not include passwords, payment details, tokens, or private care content through an unapproved channel.