ADMIN MENU
About the Admin Tools
Admin menu access depends on the Privileges set in your Role.
If your Organization designates you as a SwitchBase personnel Access Manager, a Resource Creator/Editor, or a system-wide Admin, you will see the relevant tools in your dropdown menu. Without the proper Privileges, many — if not all — of Admin menu's tools will be hidden.
The Admin tools serve as the core building blocks of the SwitchBase platform, allowing you to tailor SwitchBase to your needs:
Check out these How-to Guides to learn all about each option:
- Forms → create and edit your Record collection tools
- Roles → limit or expand Admin menu access to your organization's leaders
- Groups → organize your users into efficient Groups or teams
- Users → invite, manage, and update your SwitchBase users
- Public Links → generate links or QR codes to enhance your Record collection
- Workflows → design system integrations and operational workflows
- Org Resources → manage your resources, including Groups, Dashboards, and Chats
- Organization → create or update your organization settings
Access Your Admin Tools
To access the available options:
-
Click the Admin menu
Reference Table
| Role | Primary Privileges | Typical Menu Access |
|---|---|---|
| Admin | Full system control & oversight | All Admin Resources |
| Resource Creator or Editor | Build and design platform tools | Forms, Dashboards, Inboxes & Groups |
| Access Manager | User onboarding and organization | Users & Groups |
| Basic | Specific and resource modification | Chat DMs (See Chat) |