Administration
Use Menu > Administration to configure the QuickStart company and account, invite internal users and assign their access, import supported records, customize fields and segments, and review audit history. These administrator workflows affect account-wide behavior, security, data structure, and traceability rather than one business transaction.
Select Administration at the bottom of Menu to open the Administration page. Select the section you need on that page; these sections are not listed directly in the main menu:
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QuickStart settings for general settings, company structure, account information, and approvals.
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Users for internal-user access and security policies.
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Data import for CSV file imports and import preferences.
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Customization for custom fields and segments.
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Audit information for approval history, the audit log, and the Agent Audit Log when agent auditing is available.
Sections controlled by preview features or permissions appear only when they are available for your account and access profile.