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Administration

Workspace admins configure Opando in Settings. The sections are grouped as they appear in the Settings sidebar.

Settings

Group Sections
Workspace General, Organisation, Integrations, RevOps, Admin change log, Plan & billing, AI usage
Team Users, Departments, Roles & permissions
Contracts Contract types, Custom fields, Data
Preferences Notifications, Privacy & compliance, Negotiation playbook
Documents Header & footer, Branding

Who sees Settings

Admins see every section their plan includes. Other people only see Settings when their role grants a section, for example Negotiation playbook: view or Branding: manage. A section your plan doesn't include shows what it does and how to upgrade.

On a phone, Settings shows a Settings section picker instead of the sidebar.

Setting up a new workspace

A suggested order for a new workspace:

  1. General: timezone, currency, two-factor authentication and sign-out time.
  2. Organisation: legal name and address used on contracts and emails.
  3. Departments and roles, then invite users.
  4. Contract types and custom fields.
  5. Templates and the clause library.
  6. Workflows for each contract type.
  7. Notifications, header & footer and branding.
  8. Bring in existing contracts with Upload a signed contract.