Intro to org admin course

Enterprise org admin setup

14 lessons, 14 minutes

Welcome! Congrats on becoming an Org Admin on an Enterprise plan. This course is designed for Org admins to learn about and set up their Enterprise account.

Org admin settings

All of the settings mentioned throughout the course can be found in either your workspace left navigation, a tab called “Admin settings”, or if you click into your profile pic, there will be an option called “Admin settings”. We have 2 roles, workspace and org admins. For customers setting up their account for the first time, we recommend that you have both the workspace and org admin role. If you are unable to access the settings you think you need, please contact our support team by pressing the question mark in the bottom right corner of your screen, and clicking ‘contact support’ on the bottom.

About this course

We have videos and written instructions to guide you through key features to set up your account. Topics include:
  • Login preferences and SSO
  • SCIM Provisioning and user groups
  • Managing docs
  • Organizing and consolidating your Workspace
  • Integration approval and security
  • How to deactivate users and transfer docs
  • How to audit events and use Coda’s API
  • Your support and resources
  • Guide for launching Coda
We recommend going through each lesson of the course in the order suggested. To familiarize yourself with the offerings of your Enterprise plan and the org admin role, click here.

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Org admin roles

Get an understanding of the Enterprise org admin role and who should hold this role.

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