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Strety Adminland

Your guide to all things Admin

Derek Weaver avatar
Written by Derek Weaver
Updated this week

Adminland is your go to spot for all account-wide settings. In this doc we'll outline each Adminland section, so you can be the best account Admin you can be!

To access Adminland, click on your avatar


Who Can Access Adminland?

There are (3) roles that have access to Adminland

  • Account Owners

  • Admins

  • Coaches - If their use role is setup as Account Owner or Admin

Account Owners

Account Owners are the highest permission role in Strety and have full access to all Adminland's settings.

  • Account Owners see billing information, receive billing notifications, and update billing information.

  • Account Owners can cancel and delete their company's Strety account.

  • Account Owners can edit company information such as name and logo

  • Account Owners can also do everything Admins can do

Admins & Coaches

Admins have access to most of Adminland's settings, incl. the ability to invite users to the account and create new teams.

Admins have the following permissions:

For a complete list of user roles & permissions, check out this doc


User Section

Accurately named, this is where you find all your users! From this section you can:


Integrations Section

If your company uses Connectwise, Autotask, or Halo and you want to enable your team to sync Strety To Dos with tickets in those platforms, you can set-up the integration for your entire organization from here

Here are links outlining how to connect to each integration that requires org-wide consent:



Tool Names

Want to change the name of "Rocks" to "Goals", "To Dos" to "Action Items", or "Reviews" to "Evaluations" - the power is in your hands, Admins! They say it comes with great responsibility, so yield it well

From the Tool Names section, you can customize what each Strety Tool is called, allowing your team to use your own verbiage throughout the platform. We hope this helps your team get up to speed in Strety that much more quickly

You'll see the changes reflected throughout the Team pages:

And even in L10 meetings


GIFS

Business meetings can be fun and Strety supports fun! You can now customise the GIFs that play at the completion of your meetings or when your team inevitably goes off on a tangent during an L10


Templates

Agenda Templates

(Pre)setup your teams for success by creating agenda templates that anyone can use!

Building custom Agenda Templates can help save your team time and ensure consistency across any type of meeting. Admins can create templates for any/all of your recurring meeting types that anyone in the organization can then use when building their custom and 1:1 meeting agendas.

For more on agenda templates, check out this article

Review Templates

Review Templates are a great way to ensure that your managers are asking the right questions and collecting the right feedback from your people. Admins can create templates that any manager in the organization can use them when conducting reviews with any of their reports or skip-levels.

For more on Reviews, check out this help doc

To Do List Templates & To Do Templates

Click here to learn how to create To Do List & To Do templates

Project Templates

Click here to learn how to create Project templates


Organization Category & Types

Headlines, Issues, Metrics, Rocks, & Playbooks

Your items can cover a wide variety of categories. If you want to add an extra layer of categorization or structure to your items section, you can create custom categories then decide which spaces you want them added to - all from Adminland!

Tip: Add categories that lead your team into adding the types of headlines or issues you want them sharing (ex. 'Customer shout-outs' or 'Personal Updates'


To Do Custom Fields

Click here to learn more about Strety's Custom To Do Fields


Account Owners Settings

The options below are only accessible to Account Owners

Organization

Where you can set/edit your organization's:

First Organization Quarter

Note that your Organizational Quarter setting will carry through to all the pre-set filters in Strety, incl. Rocks, Scorecards, and Pulse Reports

Coaches

Where you can add a Coach User to your Strety account - you can also convert an existing user to a Coach User

Click here to learn more about Strety's Coach User role

Billing

Update your organization's Billing Method, Billing Contact + where you can access all previous Invoices

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