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.