Admin Q&A
Table of Contents
1. Workspace & admin settings
Go to Account Management → Workspace Settings → tab ‘Features’ and disable the modules you want hidden (e.g. Projects, Requirements, KPIs). Disabled features disappear for all users in both the tiles and the left menu.
Manual: 1.1.2 Features
Account Management → Workspace Settings. Here you will find the tabs: General, Features, Reminders, Status Updates, Security, and Other.
Manual: 1.1 Workspace settings
2. Add a person (without login)
Open People → [name] → … (top right) for options such as Invite to workspace or email settings. If the person is already a user, manage them via User Accounts.
Manual: 2.1.1 / 2.1.5
Open People → + → enter Name (mandatory) and optionally Email. Do not invite them; they will remain a person without login.
Manual: 2.1.3 How to create a person
Open People → [name]. On the overview page you will see tasks, linked users, projects, KPIs, requirements, and meetings.
Manual: 2.1.1 People and Users
3. Add a user (with invitation)
Option A: via People → + and tick Invite to workspace + Role.
Option B: via Admin → Users → + (beware of duplicates).
Manual: 2.1.4 Create person and directly invite user
Admin → Users → black triangle next to the user → change Role, Enabled, Password, Mailing enabled.
Manual: 2.1 User Accounts
Check in User Accounts or Admin Settings → User Accounts. If needed, resend via People → [name] → … → Invite User.
Manual: 2.1.6 Invitation acceptance
4. Assign roles
Admin → Users → (triangle) → Change role (Admin/Manager/User or special modes).
Manual: 2.2.1 Roles
Set the special mode in Users (e.g. Read-only, Project user). Then grant access by assigning ownership/roles on the required objects (e.g. Projects, Requirements).
Manual: 2.2.2 Specific user modes
5. Manage activity
Email logs: Admin/Stats → Email logs, filter by date, click the envelope to see content.
Activity log: Admin/Stats → Activity Log, filter by date (e.g. today).
Manual: 3.2.1 Email logs / 3.2.5 Activity Log
Admin → Users → (triangle) → set Mailing enabled to off.
Manual: 2.1 User Accounts
6. Change the status of an object
Open the module list (e.g. Projects/Requirements) → open object → ⋮ → Edit → update Status.
Manual: 4.2.3 How to edit objects
History: Admin/Stats → Action Logs, filter on object name/reference.
Restore: in module list Show deleted/hidden → ⋮ → Restore.
Manual: 3.2.5 Action Logs / 4.2.4 Delete and restore
7. Use watcher functionality
Open object → ⋮ (top right) → Watch.
Manual: 3.2.3 Subscriptions
Add yourself via Watch.
Other users: either via the object’s subscribe option (if available) or by letting them subscribe themselves.
Remove: Admin/Stats → Subscriptions or from the user’s subscription list → click X.
Manual: 3.2.3 Subscriptions
8. Remove a user & transfer responsibilities
Delete only the User, not the Person. Use the People page to find all linked items (tasks, projects, etc.) and transfer ownership to successors (manually or via Excel upload).
Manual: 2.1.7 User left the organization
9. Resolve access issues
Go to Permissions to set view/edit/create/delete rights per entity and role (User/Manager/Admin). Adjust roles if needed via User Accounts.
Manual: 2.2.3 Permissions
10. Upload data with Excel
Workspace Settings → Import from Excel. Ensure sheet name = table name, header row, and code columns for references. Preview before clicking Import.
Manual: 1.2 Import from Excel
Tick Generate report. The report will be available for download after processing.
Manual: 1.2 Import from Excel
Click the help button (bottom right) for manuals, organization-specific guides, and videos.
Manual: 4.1.3 Access Help page
In the help window, use Feedback/Ask a question to send a request directly to Bizaline.
Manual: 4.1.3 Access Help page
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