Administration
Administration
Set up and run the organization itself: people and roles, branches, security, the plan and billing, and workspace-wide options. Module-specific settings (CRM, tickets, phone and so on) live under Module setup, described in each module's own section.
Who sees this group
The Settings app appears only for people whose role allows at least one of its pages. Some pages are narrower still:
| Page | Who |
|---|---|
| Workspace admins | The workspace Owner only |
| Modules | The workspace Owner and workspace admins |
| Plan & billing | People who may edit the organization, and (for invited workspace admins) only when Billing access is on |
| Custom domain | Administrators with the custom-domain permission |
| AI | Workspaces with the phone module |
| Team members | Shown only when the HR module is not in your plan; with HR, people are added under HR → Employees |
Menu map
The current layout puts these pages under Settings. See the Menu map. Two newer pages: Directory sync and AI knowledge hub.
| Menu item | Guide |
|---|---|
| Settings → Organization | Organizations and branches |
| Settings → Team members | Team members and roles |
| Settings → Branches | Organizations and branches |
| Settings → Roles | Team members and roles |
| Settings → Plan & billing | Plan and billing |
| Settings → Workspace admins | Workspace admins |
| Settings → Modules | Modules |
| Settings → Security | Security and single sign-on |
| Settings → Single sign-on | Security and single sign-on |
| Settings → Custom domain | Custom domain |
| Settings → AI (9bx AI or your own provider, for every feature) | AI settings |
| Settings → Storage | Storage |
| Settings → Dashboards | Dashboards |
| Currencies, countries, languages, regional defaults | Regional settings, currency and languages |
| Custom fields | Custom fields |
| API keys, webhooks, privacy requests, audit | Developer API, privacy and audit |
Suggested order for a new organization
- Organization: company details, country, currency, timezone.
- Branches and their settings.
- Roles then team members.
- Security: two-factor policy and, if wanted, single sign-on.
- Storage, custom domain, AI.
- Plan and billing: add a payment method before the trial ends.
What only the Owner or 9bx support can do
| Action | Who |
|---|---|
| Invite or remove workspace admins | Workspace Owner |
| Delete an organization or transfer it | Owner |
| Switch the AI engine on for your workspace (platform-level), languages and their translations, platform exchange rates | The 9bx support team, on request; not workspace users |
Everything else follows the permissions of your role.
Example company
Examples use Padma Net Support, a Dhaka ISP with a head office and branches in Mirpur and Uttara.