You are a company administrator — you make the workspace usable for everyone else. Your “day in the life” is less about daily KPI entry and more about setup, governance, and rhythm.
At a glance
- Typical title: Head of Operations, RevOps lead, IT admin, or chief of staff
- Scope: Entire tenant — users, departments, security, billing, integrations
- Sidebar highlights: Getting started, Settings, Admin → Users, Admin → Departments, Admin → Security, Jumpstart
Monday morning
You check Getting started for incomplete setup steps — company profile, departments, users, first KPIs, or weekly update adoption.
You skim the dashboard at company level to see whether data is fresh enough for executives (stale KPIs or missing updates often trace back to setup gaps).
You review audit log entries if your company tracks admin changes or security events.
Midweek execution
You invite new hires under Admin → Users, assign departments and RBAC roles, and confirm they can see the right goals and KPIs.
You maintain departments — leaders, delegates for weekly updates, and reporting structure.
When launching a new planning cycle, you use Jumpstart to generate linked goals, KPIs, and initiatives, then refine with business owners.
You configure Settings → Notifications (weekly update reminders, executive briefing email) and integrations (KPI ingest, webhooks, scheduled CSV).
You adjust security and visibility when a program needs restricted access — executive-only goals or owner-contributor initiatives.
Weekly rhythm
You nudge departments that have not submitted weekly updates before the executive readout.
You confirm Executive Briefings schedule and templates if your plan includes Intelligence+.
You coordinate with finance on billing and seat counts under Settings → Billing.
You spot-check ingestion conflicts or import jobs after automated KPI feeds run.
Handoffs
| You depend on | They provide |
|---|---|
| **Executives** | Strategic themes, goal priorities, briefing expectations |
| **Department leaders** | Accurate org structure and ownership |
| Others depend on you | You provide |
|---|---|
| **All roles** | Working access, sensible defaults, and a healthy data foundation |
| **Executives** | Reliable briefing automation and tenant security |
Try it
- Open the demo and enter as Admin.
- Walk through Getting started, Jumpstart, and Admin → Users.
- Read Company admin setup for the full checklist.