Administration

For admins: shape the schema, control access and configure the workspace.

• Administration at a glanceFind your way around Administration and see what each admin page is for.
• Entities and custom fieldsShape each table in your workspace: add, edit, reorder and remove fields, set up formulas and rollups, mark fields required and decide where they sit in the record panel.
• TerminologyRename any entity, such as Project or Task, to the words your organisation uses, in each supported language.
• Arrange the left menuSet the order of the left menu for everyone, hide items you do not need and tuck less-used ones under See more.
• Preset tabsCreate ready-made tabs for each page, choose whether they are pinned, given to new users or offered as options, and keep them tidy.
• Access controlDecide who can see and edit what, using roles per entity, access groups, restricted fields and per-record permissions.
• Permissions at a glanceLook up what each action needs, from the Admin role to an access level on a record, in one set of tables.
• Members, SSO and provisioningSee who has an account, block or erase members, and know what to ask your identity team for so people can sign in.
• Theme and coloursCreate branded themes with your own colours, logos and font, check contrast, and choose the workspace default.
• Link typesDefine the kinds of link people can draw between two records, with their labels, colour and whether they flag schedule conflicts.
• PowerPoint templateUpload your company's PowerPoint master, map its layouts to Gembaa's slide kinds and make every deck export use it.
• Allocation settingsSet the working calendar, scenarios, closed-project statuses, pinned columns and extra fields that every planner in the workspace shares.
• Turn features on or offSwitch product features such as Tasks, Pulse or Finance on or off for the whole workspace, and see what users and admins meet when one is off.
• Data and seed profilesSee which data profile your workspace carries and, when you need to, replace everything with a sample or empty starting point.
• Admin activity logReview everything that changed in the workspace, from record edits to schema, access, view and settings changes, and filter it to find one event.
• Support and Gembaa staff accessGive Gembaa staff time-limited access to your workspace, end it early, and review the trail they leave in Support History and the activity log.