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Administration Overview

Administration is how your firm runs its Celeredge tenant. It's the Organization Admin's domain: people and visibility, not framework content. Most of it lives under Settings and the firm-level pages.

Who can access

Organization Admins — members of the firm listed as org admins.

What you administer

AreaWhat it coversPage
UsersInvite people, assign rolesUsers
Roles & permissionsWho can do what across the firm and engagementsRoles & Permissions
PracticesWhich methodology areas are visible; Practice LeadsPractices
IntegrationsConnect CRM, document storage, surveys, workshopsIntegrations
SettingsFirm-level configurationSettings
BillingPlan and usageBilling

Authoring and publishing frameworks is done by Celeredge platform staff, not your firm. As an Org Admin you control which frameworks are visible (via practices), not their content. See Platform Administration for what's handled by Celeredge.

First-time setup checklist

  1. Invite your teamUsers.
  2. Enable your practices and assign Leads — Practices.
  3. Connect your toolsIntegrations.
  4. Review settings and billingSettings, Billing.