Admin Tools FAQs

Admin Tools in KEBS are a centralized set of configuration and management features available to organization administrators. They enable admins to control users, roles, integrations, security policies, workflows, and system preferences across all KEBS modules from a single console.

To access them, navigate to Settings > Admin.

Admin Tools are accessible only to users with administrator level permissions. Typically, this includes the organization’s primary admin, super users, and designated IT or operations leaders. Access is governed by role based permissions to ensure secure management of organizational settings.

Admin Tools provide control over a wide range of organizational settings, including:

• User Management: Add, edit, deactivate, or reactivate users.
• Roles and Permissions: Define what each role can view or edit.
• Workflow Configuration: Set up approval flows and automation rules.
• Integrations: Connect third party platforms such as SAP, Salesforce, and Microsoft 365.
• Security Settings: Enforce SSO, MFA, and IP restrictions.
• System Preferences: Configure currency, time zone, and notification defaults.

To add a new user, navigate to Settings > Team Members > Add User. Enter the user’s name, email, role, and department, then send the invitation. New users receive an onboarding email with login instructions. If SSO is enabled, users can sign in immediately using their corporate credentials.

To deactivate a user, navigate to Settings > Team Members, select the user, click the More options menu, and choose Deactivate. To reactivate, go to the Deactivated tab, select the user, and choose Reactivate. Deactivated user data is retained for compliance and historical reporting.

Yes. Admin Tools include a Workflow Management feature that lets admins design and modify approval workflows for timesheets, expense claims, leave applications, deals, and projects. Multi level approvals, conditional routing, and escalation rules can all be configured under Settings > Workflow Management.

Admins can manage integrations under Settings > Integrations. KEBS supports plug and play integration with leading platforms such as SAP, Oracle, NetSuite, Microsoft 365, Microsoft Dynamics 365, Salesforce, HubSpot, QuickBooks, Zoho Books, Tally, Slack, Teams, SharePoint, and Jira. Each integration can be enabled, configured, or disabled from this console.

Navigate to Settings > Preferences to configure organization wide defaults including base currency, secondary currencies, time zone, date format, fiscal year, and language. These settings apply across all KEBS modules to maintain consistency.

Yes. Admins can add custom fields to capture organization specific information across modules such as employee profiles, deals, projects, customers, and expenses. Navigate to Settings > Custom Fields, select the module, and create the fields required for your business needs.

Admins can configure organization wide notification preferences under Settings > Notifications. This includes email, in app, and Microsoft Teams notifications. Individual users can further customize their own notification preferences within these defaults.

Yes. KEBS supports bulk user import through CSV templates. Navigate to Settings > Team Members > Import, download the template, fill in the user details, and upload the file. The system validates the data and creates user accounts automatically, saving significant setup time.

KEBS maintains a complete audit trail of every action performed across the platform. Navigate to Settings > Security > Audit Logs to view detailed activity records, including logins, configuration changes, approvals, and data edits. These logs support both internal governance and external compliance audits.

Yes. Admins can export organizational data in CSV, Excel, or PDF formats from each module. KEBS also handles automated backups at the infrastructure level to ensure data continuity and disaster recovery. Backup policies meet ISO 27001 and SOC 2 Type 2 standards.

If KEBS provides sample data during onboarding, admins can remove it once they are ready to use the system with real data. Navigate to Settings > Preferences > Sample Data > Remove. This action removes only the system generated sample data and preserves all data created by your team.

Yes. Admins can design and assign role specific dashboards through Dashboards > Customize. For example, finance teams can have profitability dashboards, delivery heads can have project health dashboards, and sales teams can have pipeline dashboards. Each dashboard can be configured with the required widgets and access permissions.

Admins can view and manage subscription details, billing information, invoices, and renewals under Settings > Billing. This includes upgrading plans, adding user licenses, and accessing past invoices.

Yes. Admins can enforce a range of security policies including mandatory SSO, multi factor authentication, IP allowlisting, password complexity rules, and session timeout settings. These can all be configured under Settings > Security.

Admins can broadcast announcements to all users through the in app notification system or via Microsoft Teams and email integrations. This is useful for policy updates, system maintenance alerts, training reminders, or company wide communication.

Yes. KEBS supports multiple administrators within an organization. The primary admin can grant admin or super user privileges to other team members under Settings > Roles & Permissions. This ensures continuity of administration and balanced governance.

Getting started is simple. Request a demo through the KEBS website and our implementation team will walk you through admin setup, user provisioning, workflow configuration, integrations, and security policies. Most organizations complete admin configuration within a few days with full support from the KEBS team.