For Admins
For Admins
Admin guide — workspace, team, health model, custom fields, integrations, billing.
This guide covers everything an Admin (or someone with the admin role) needs to launch and maintain LealUp in their organization.
Initial setup
Configure your workspace
The first steps post-signup — branding, domain, first checklist.
Team and roles
Invite users, permissions matrix (admin/director/csm/viewer), SSO/SAML.
Customization
Health model
Dimensions, weights, thresholds, presets, and segment benchmarks.
Custom fields
Extend the customer record with data from your business (tier, industry, etc.).
Ongoing operations
Billing and plan
ARR bands, upgrade/downgrade, invoices, plan usage.
Integrations
Gmail, Google Calendar, WhatsApp, Slack, CRM, and CSV — all in one place.
Are you your company's first Admin?
The recommended order to be ready in 1–2 weeks:
- Finish Quick start (30 min).
- Review Health model — pick a preset or customize (30 min).
- Create Custom fields for your segmentation (45 min).
- Invite the team and assign books (30 min per 10 CSMs).
- Connect the main Integrations — Gmail, Slack (30–60 min).
- Review seeded playbooks and tune them for your segment (1–2 hours).
- First team QBR — review dashboard, set OKRs (1 hour).