Learning Center

Admin Panel Guide — Setting Up Your Workspace

December 14, 2024 Comments Off on Admin Panel Guide — Setting Up Your Workspace

Accessing the Admin Panel

Only workspace Admins can access the Admin Panel. Click your workspace name in the top-left, then select Admin Settings.

[Screenshot: Admin settings menu]

Workspace Settings

Under General you can:

  • Change the workspace name and logo
  • Set the default language
  • Configure working hours (used by Lucy for scheduling suggestions)
  • Set your company’s timezone

Member Management

The Members tab shows everyone in your workspace. From here you can:

  • Change a member’s role (Admin / Manager / Member)
  • Deactivate or remove a member
  • See each person’s last active date
  • View pending invitations and resend or cancel them

[Screenshot: Members list in admin panel]

Notification Settings

Control what kinds of notifications are sent workspace-wide. You can enable or disable:

  • Task assignment notifications
  • Project update notifications
  • Mention notifications
  • Lucy’s proactive briefings and reminders

Integrations

Connect third-party tools your team uses. The Integrations tab shows all available connections including Google Calendar, Outlook, Gmail, Slack, and more. Each integration is connected per-user (each person connects their own account).

Knowledge Base

The Knowledge Base section (accessible from the top navigation) lets Admins manage company knowledge that Lucy uses to answer questions. See the Knowledge Base guide for full details.

Billing & Plan

View your current plan, usage, and payment details under Billing. Upgrade or downgrade your plan here, or download invoices.

Tip: Start with working hours and timezone — Lucy uses these to schedule meetings at sensible times and to know when someone is “out of office.”

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