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Administration overview ​

A page for administrators. This is a map of the whole Admin section: which pages exist, what each one configures and where it is described in detail. Useful when you know what you want to change but not where it lives.

There are two ways in, and they lead to the same place:

  • the Admin dropdown in the top bar — a quick jump to any section;
  • the left menu inside the section — the full list of pages.

The order in the left menu is not accidental: the product's own pages come first, then the ones brought in by enabled features. That way you can tell what belongs to the core from what arrived with a feature and will disappear if you turn it off. Some entries are hubs: Storage and Mail have nested entries, each configuring one particular storage or transport.

Half of these pages may not exist for you

Menu entries appear together with features. If the list below mentions a section you do not have, the corresponding feature is disabled or not part of your package; see Plugins.

The whole section is available to the global administrator role only.

Built-in pages ​

SectionWhat it configuresIn detail
UsersAccounts: creation, role, disabling login, password and reset email, ending all sessions, lifting a sign-in lock, 2FA status, issuing an API token on someone's behalf, the seat counter.Users & permissions
SecurityPassword policy, lockout on password guessing, mandatory two-factor authentication.Users & permissions
GroupsGrouping people so access is granted to a group instead of a dozen individuals.Users & permissions
Global permsThe “global role × capability” matrix: what each role means in your organisation.Users & permissions
Project rolesThe catalogue of in-project roles beyond the four built-in ones.Users & permissions
Permission schemesNamed sets of permissions applied to projects; rights can also go to an issue's reporter and assignee.Users & permissions
PrioritiesThe priority scale: colour, name, order, default.Project configuration
Issue typesTypes of work: colour, icon, order, the default type, the subtask flag.Project configuration
BrandsThe shared catalogue of brands used by release waves, with card fields — contacts and more.Project configuration
PluginsThe feature registry: enabling, statuses, adding your own.Plugins
API tokensEvery personal token of every user, with the option to revoke.AI & API access
MCPThe endpoint for AI assistants: switches, the tool list, the call log.Features & settings
StorageAn overview of connected file storages, their assignments and a connection check. Nested entries configure each storage.File storage
MailA summary of transports and assignments, purpose priorities, the outgoing queue, a test message, the delivery log. Nested entries configure each transport.Email
WebhooksInbound webhooks: addresses for external systems, sender verification, a call log with the request body.Webhooks
SecretsTokens and passwords for {{secret.NAME}} substitution in automation webhooks and notification gateways; the value is never sent back to the browser.Features & settings
BackupBackup policies, the dump storage, a manual run, the run log.Backups
AuditThe system-wide activity log with filters and control over what is collected.Features & settings
SettingsDefault language, the registration and login switches, attachment storage, system mail, the danger zone.Features & settings

Slightly apart stands Workflow — an entry in the same Admin dropdown leading to the Statuses and Schemes pages: the states an issue moves through and the transitions allowed between them. See Project configuration → Workflow.

Pages that features bring in ​

They appear in the same section once the corresponding feature is enabled.

SectionFeatureWhat it configuresIn detail
Access permissionsadvanced-permissionsGrants on a single object, explicit denies, an access check.Users & permissions
Service Deskservice-deskGeneral help-desk settings: the transport for customer mail, customer access to the portal.Agent guide
Request typesservice-deskWhat a customer picks from on the portal and which fields they fill in.Agent guide
SD Queuesservice-deskSaved sets of requests for agents to work from.Agent guide
SD Customersservice-deskPortal customer accounts.Customer portal
SD Approvalsservice-deskApproval steps for requests and who takes part in them.Agent guide
SD Knowledge baseservice-deskSelf-service articles and how they map to request types.Agent guide
CSAT SDservice-deskCustomer ratings and their summary.Agent guide
SLAslaTarget policies: working hours, goals, the statuses that start and stop timers.Project configuration
AutomationautomationRules, rule templates, the run log, the transport for rule email.Automation
Outbound callswebhooks-outOutbound webhooks: address, events, secret, test and delivery log.Webhooks
Notification gatewaysnotificationsDelivering notifications to external systems, the transport for notification email and the templates for its subject and body.Features & settings
Notification gateways → Messenger typesmessengersA reference for messenger and SMS gateway types: what goes into the settings and into the profile field.Features & settings
Custom Fieldscustom-fieldsExtra issue fields.Project configuration
Profile fieldsuser-fieldsExtra fields about people and how firmly they are requested.Project configuration
Wave schemasrelease-wavesBrand sets and cell statuses for release waves.Reports & analytics
WorklogworklogThe summary report of logged time for a period, CSV export, timer settings.Reports & analytics
ArchivearchiveRestoring and permanently deleting archived issues and projects.Features & settings
ImportimportMigrating data from Jira with project and field mapping.Features & settings
Data transferimportMoving data between instances: by files or over the network.Features & settings
“Create” menuquick-createEntries of the Create menu in the top bar and their visibility conditions.Features & settings
Single sign-onssoOIDC and SAML 2.0 providers and account matching rules.Single sign-on
Storage → S3-compatible storagestorage-s3Bucket credentials, an access check, cross-origin rules.File storage
Mail → SMTP / JMAP / AWS SES / SendGrid / Google Workspace / Platform gatewaymail transportsAccess to the mail provider, a connection check, a test message; JMAP also receives mail.Email

Where to start on a new instance ​

A sensible order for the initial setup:

  1. Plugins — enable what you are going to use.
  2. Storage — connect and assign it, otherwise there are no attachments.
  3. Mail — enable a transport and assign it at least to system mail, otherwise password reset does not work.
  4. Users & permissions — roles, groups, permission schemes.
  5. Issue types, priorities, workflow — to match your process.
  6. Backup — make sure dumps are taken and leave for the storage.
  7. Settings — default language, registration and login.

Next ​

See also ​