User roles · Owner/Admin
Admin walkthrough
Use the current Admin destinations to prepare the organization and verify the workflows your team will run.
Set up the organization
- Confirm the selected organization.
- Open Programs for program details, pricing, and onboarding.
- Open People & Access for organization access and team membership.
- Use Organization for organization-level details.
Connect and verify services
- Use Automation to create workflows.
- Use Emails to create templates.
- Use Integrations for Email, Skool, Whop, Stripe, and Accounting & CRM.
- Use Advanced for payment configuration evidence and provider connections.
- Use Personal settings for your own Calendly and Zoom account.
Keep the boundaries clear: organization setup, personal connections, payment evidence, provider connections, and customer payment actions are different workflows.