When to Contact Your Admin
Reach out to your admin when you need help with:
Account & Access Issues
You need different permissions or roles
You can't access certain features or pages
You need to be added to a different team
Password reset issues (if using SSO)
System Setup
Custom fields need to be added or modified
Account stages or dispositions need changes
New integrations or webhooks
Company-wide settings changes
User Management
New users need to be added to the system
Users need to be archived or removed
Team structure needs to be changed
Role assignments need updating
Technical Problems
Import errors you can't resolve
Data that looks incorrect across the system
Features not working as expected
Issues that persist after clearing cache and relogging
How to Find Your Admin
Ask your manager - They can tell you who your company admin is or relay your request directly to them.
What to Include When Contacting Admin
To help your admin resolve your issue quickly, include:
Your name and user ID (found in Settings)
What you're trying to do (be specific)
What's happening instead (include error messages if any)
Screenshots (if applicable)
When the issue started (if you know)
Before Contacting Admin
Try these first:
Log out and log back in - Resolves many access issues
Clear browser cache (mobile: clear Safari/Chrome cache) - Fixes login loops
Check with your manager - They may be able to help without involving admin
Search help articles - Your issue might have a quick self-service solution
Note: Admins have full system access and can make changes that regular users and managers cannot. They're your go-to for any system-level issues or configuration changes.