Before you begin
- Admin section in the sidebar — Teams, Logs, Trash
- Requires tenant admin or custom role with teams.view / logs.view
- Super admins use the platform console for cross-tenant logs
Teams and members
- Admin → Teams — /dashboard/teams (Users tab)
- Invite, suspend, and assign roles — see /docs/account-and-team/manage-membership/
- Teams tab — /dashboard/teams/manage to create teams and assign reps
- Teams group reporting; record ownership is set per lead or deal
Logs hub
- Admin → Logs — /dashboard/logs (opens Email logs)
- Email logs — queue and delivery status for outbound mail
- SMS logs — delivery and failures for texting
- Audit logs — user and system actions (/dashboard/logs/audit)
- Live refresh and export on supported log views
When to use logs
- Cadence or campaign email stuck — check email queue and delivery
- SMS not delivered — SMS logs and lead opt-out status
- Who changed a record — audit log filter by user or action
- Email monitoring dashboard — /dashboard/settings/email-monitoring for queue health
Trash
- Admin → Trash — /dashboard/trash
- Soft-deleted leads, deals, listings, tasks, services, cadences, and forms
- Restore selected items or purge permanently
- Retention settings — auto-purge after 30–365 days (default 180)
Restore vs purge
- Restore — returns record to active workspace lists
- Purge selected — permanent delete for chosen rows
- Empty category / empty all — bulk purge with confirmation
Common issues
- Cannot see Admin section — need admin role or explicit permissions
- Logs empty — confirm date filter and correct log tab
- Record missing after delete — check Trash before assuming data loss
- Cannot restore — item may have been purged past retention