Administration Overview
Administration Overview
As a Sampleful administrator, you have full control over your organization’s setup, team management, and system configuration. This overview covers your key responsibilities and the administrative tools available to manage your organization effectively.
Administrator Role & Responsibilities
What You Can Manage
Organization Setup
- Complete the 8-step onboarding process to configure your organization
- Set up company information, sample sizes, sales markets, and trade names
- Configure fulfillment sites and product catalog
- Define your team structure and invite members
- Select and manage billing plans
Team Management
- Invite new team members via email or invitation links
- Approve or deny access requests from external users
- Assign roles and permissions to team members
- Manage approver relationships for distributors and agents
- Remove or deactivate team members when needed
System Configuration
- Update organization settings and contact information
- Manage billing and subscription details
- Configure notification preferences
- Maintain address books for streamlined request processing
Key Administrative Tasks
Daily Operations
- Review and approve pending team member requests
- Monitor team member activity and access levels
- Process new user invitations and account activations
Periodic Maintenance
- Update product catalogs and sample sizes as needed
- Review and modify sales markets and trade names
- Audit team permissions and role assignments
- Update billing information and review usage
Strategic Planning
- Evaluate subscription plan needs based on team growth
- Plan onboarding for new team members
- Review organizational structure and approval workflows
Navigation & Access
Administrative Functions Location
- Organization settings are accessible through the main navigation menu
- Team management tools are found in the “Team” section
- Billing and subscription management through “Settings”
- Onboarding can be revisited through “Organization Setup”
Permission Levels
- Full administrative access to all organization settings
- Ability to modify team member roles and permissions
- Control over billing and subscription management
- Access to organization-wide reporting and analytics
Getting Started
If you’re new to Sampleful administration:
- Complete Onboarding: Ensure all 8 steps of organization setup are finished
- Invite Your Team: Add team members and configure their roles
- Configure Settings: Review and update organization preferences
- Set Up Billing: Activate your subscription plan
For detailed guidance on each area, refer to the specific documentation sections:
- Onboarding Guide - Complete organization setup process
- Team Management - User invitations, roles, and permissions
- Settings & Configuration - Organization and billing management
Best Practices
Security
- Regularly review team member access and permissions
- Use strong authentication methods when available
- Monitor approval workflows for external access requests
Organization Management
- Keep company information and product catalogs up to date
- Document approval processes for team consistency
- Maintain clear role definitions and responsibilities
Growth Planning
- Anticipate team growth when selecting subscription plans
- Plan onboarding processes for scaling team additions
- Regular review configuration as business needs evolve