Admin

These pages are for the people who run a Goose workspace: its owner and its admins. Most of what they cover lives under Settings, in the account menu at the bottom of the left rail.

• Set up a new workspace: create the workspace, pick your stages and methodology, invite the team and decide on Goose Brain.
• Invite and manage your team: invitations, roles, approving requests, and suspending or removing people.
• Roles and what each can do: what members, leads, admins and the owner can each do, and what a read-only seat means.
• Your sales process: stages, exit criteria, templates, importing stages from Salesforce, and won and lost stages.

If a teammate can't get into Goose, point them to Can't get in?.