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Who This Track Is For

Use this track if you manage teams, roles, permissions, workflows, custom fields, governance, or organization-wide configuration.
  1. 08-administration/manage-teams-roles-and-permissions.md
  2. 08-administration/manage-custom-fields.md
  3. 08-administration/manage-workflows-and-statuses.md
  4. 08-administration/manage-roles-permissions-and-access.md
  5. 08-administration/manage-custom-fields-step-by-step.md
  6. 08-administration/manage-workflows-step-by-step.md
  7. 08-administration/custom-field-examples-and-best-practices.md
  8. 08-administration/workflow-examples-and-design-guidance.md
  9. 08-administration/create-and-manage-forms.md
  10. 08-administration/review-form-submissions-and-approvals.md
  11. 08-administration/manage-notification-settings.md
  12. 11-integrations-and-data/use-knowledge-management-and-document-search.md
  13. 07-automation/manage-approval-policies-and-sla-policies.md
  14. 07-automation/manage-release-governance-and-rollback-decisions.md
  15. 14-analytics/analytics-platform-overview.md
  16. 14-analytics/use-default-dashboards-and-operating-reviews.md
  17. 14-analytics/create-metrics-custom-charts-and-dashboards.md

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What Admins Should Focus On

  • how access, team structure, and organization structure interact
  • how to configure reusable data models without breaking user workflows
  • how forms and knowledge structures support repeatable operations
  • how to keep approval, governance, and automation rules aligned with operating policy
  • how to diagnose missing access or unexpected visibility quickly
  • how to govern shared dashboards, approved schema usage, and analytics operating workflows