Admin Guide¶

The Admin panel is your central hub for configuring Outsprint to fit your organisation. You can manage your team, customise your CRM setup, configure integrations, and control security policies -- all from one place.

Accessing Admin Settings¶

You can open the Admin panel in several ways:

Type /settings in the chat
Click the gear icon in the top navigation bar
Navigate directly to any settings page via its URL

Click Back to Chat at any time to return to the main chat interface.

The settings sidebar is organized into four sections, matching the layout you see in the app:

General¶

Account -- Organisation name, timezone, currency, date format, and danger zone
Team -- Invite team members, manage roles, view plan and seat info
Billing -- Plans & pricing, subscription management, invoices, and seats

CRM Setup¶

Pipelines -- Configure deal and ticket pipeline stages with probability percentages
Custom Properties -- Add custom fields to contacts, companies, deals, and tickets
Notifications -- Choose how you get notified across in-app, email, and Slack channels

Integrations¶

Connected Apps -- Connect third-party services (Gmail, Outlook, Slack, and more)
API Keys -- Generate keys for external integrations
Webhooks -- Send real-time events to external services

Data¶

Security -- Password policies, two-factor authentication, active sessions, change password, and data retention
Data Export -- Full tenant export, single-contact GDPR SAR export, and export history

Additional Guides¶

Timezone & Currency -- Regional preferences on the Account page
Roles & Permissions -- Control access with built-in and custom roles
Removing Members -- Deactivate or remove users
Importing Data -- Bring in data from CSV or HubSpot
HubSpot Migration -- Step-by-step migration guide
Audit Logs -- Review all activity in your account
Feature Flags -- Internal feature rollout controls
GDPR & Compliance -- Data subject rights and privacy

Pro Tip

Most admin settings are also available through chat. Try typing /settings or ask your AI assistant something like "show me my team members" to get started.