Admin panel and custom roles

The “Admin Panel” is used to manage multiple workspaces, number of users, and create custom roles.

• Admin Panel
• Custom Roles

Admin Panel

To access Admin Panel, go to Settings > Billing > Admin panel will show up in the new tab. Click Admin Panel in the top left.

On the Admin Panel, you can manage your workspaces, view system roles and create custom roles, view users across all workspaces, and manage billing.

Managing workspaces

1. Click the Options button (three lines in the top left corner) > Workspaces to view a list of workspaces in your account;
2. To create a new workspace, in the top right, click on Create a new workspace, enter in a name of the new workspace, and click Create;
3. Click on a workspace to manage it;
4. In the Team section, you will be able to view users in the workspace. Click on the 3 dots to Change Role or Delete a user;
5. Click on Invites on the left. You can invite new members (or users), resend invitations, and remove invitations;
6. Under Roles, you can review System Roles such as “Member, Manager, and Admin,” and custom roles. To enable or disable a custom role, check or uncheck the box next to it. Default roles cannot be disabled. 

Add custom roles

Availability: Enterprise plan

Create a custom role

1. Open the Admin Panel from Settings > Billing in PandaDoc. The Admin Panel should open up in a new tab;
2. Click the menu button with three lines in the top left corner of the Admin Panel and select "Roles";
3. Сlick on Create a new Role under Admin Panel. Type in name and click on Create;
4. Next, you need to set the permissions for the role (they all will be OFF by default). Set them up by yourself, or click "Edit permissions" and choose a role from the dropdown to copy the permissions from a system role or another custom role and modify them;
5. Click Save once done;
6. Make this new Role available for your workspace. To use your Custom Role, you must first enable it for each specific workspace. If the role has not been selected to be available for your workspace, then it won’t show up as an option when managing your team.

• Go to Admin Panel > click on a workspace > Menu > Roles;
• Check the custom role and click Save;

Delete Custom Roles

1. Go to Admin Panel > Roles, select the role you want to delete;
2. On the top right, select “Edit Permissions” and select “Delete.”