Note:
Only an account owner can view and manage organization settings.
This article provides an overview of the upcoming changes to PandaDoc’s admin panel and answers several common questions.
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What are these upcoming changes?
We're excited to introduce you to our newly updated admin panel functionality. Our goal is to ensure you enjoy a hassle-free experience within organizational settings.
Our new updates include:
Integrated settings: We're moving all organizational settings from the external admin panel to the main in-app page. Now, all organization settings are integrated within the main set of PandaDoc settings. Account owners can manage everything in-app without needing to open a new tab.
Workspaces: Account owners will be able to invite and manage team members without switching between them.
All users: This page has been simplified for a better experience when reviewing and managing users within the entire organization.
Roles: We're moving the roles management page from the external admin panel, thereby eliminating the need to enable a custom role for a specific workspace. The new role you create will be available by default in all workspaces.
Now let's have a closer look at these changes.
Workspaces
PandaDoc workspaces allow you to easily distribute content across different teams, departments, groups, or projects, each with its own dedicated environment for dashboards, documents, templates, catalog items, and contacts.
With our new admin panel updates, any account owner can now easily open the workspace members list without needing to switch between them.
Account owners and workspace admins can view and manage the workspaces they've been invited to. They can invite team members, customize branding, manage integrations, and rename the workspace, if necessary. If available on their plan, an account owner can also create new workspaces.
All users
The All users tab allows you to easily manage and review all users within the entire organization. Users can be categorized by type (Users or Invitees) and filtered by workspace.
Each user can be reviewed separately by clicking on their icon or selecting the option from the menu. The User Profile menu opens the same way as in the Workspaces section.
Roles
Account owners, regardless of their plan, can use this page to review the current available roles within the organization and their granular permissions.
Users with the Custom Roles add-on (available with our Enterprise plan) can also create new custom roles.
Key update:
Custom roles are now automatically enabled across all workspaces, including any future workspaces.
Audit Log
The audit log feature (available with our Enterprise plan) is also being moved from the external page.
When will these changes become active?
We’re planning to release the update during June and July 2024.
Do I need to do anything?
No, there’s nothing for you to do. We’re taking care of every area of this transition for you, including ensuring that all your organization’s information and custom roles are migrated without error.