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Getting started with Admin

Applies to user roles: Account Owner

Available on platforms: Vatix Workspace web app

'Admin' is where you set up and maintain your organisation's Vatix account. It covers the people on your account, including users, roles, and teams; the licences they need; and the settings that apply across your organisation.

What you'll find in Admin

The 'Admin' tab in the left sidebar is the main entry point. 

From here, you can access the following sections:

  • Users: To add and manage users
  • Teams: To create teams and group users together
  • Licences: To view licences across the products your organisation has, such as Lone Working, Events, Audits, and Documents
  • Company Settings: To upload the company logo and view the Master Service Agreement

Which configuration tasks happen outside the Admin tab

Some configuration tasks live in other places:

  • The Object Manager lets you configure fields and layouts for Events, Sites, Assets, and Contacts, as well as other Event-specific configuration options.
  • Notification preferences are managed by each individual user from their own profile, not centrally.

Note: If your organisation uses SCIM provisioning with your identity provider, users and licences can be managed automatically from your IdP. New users created via SCIM are auto-assigned default product licences. Speak to your Vatix contact if you want SCIM enabled.