Signing In & the Administration Panel

Signing in as an administrator

1. Open the CRM in your browser:
   • Production: https://crm.clevelandbusinessmentors.org
   • Sandbox: https://crm-test.clevelandbusinessmentors.org
2. Enter your administrator username and password.
3. You'll land on a dashboard like any user — your administrator access simply adds an extra Administration area.

Administrator accounts can change settings and see everyone's data. Keep your credentials secure, never share the admin login, and give each person their own account (see Chapter 2 — Users, Roles & Access) instead of sharing one.

Opening the Administration panel

Click your avatar / initials in the top-right corner, then choose Administration. (Only users with admin access see this option.)

The Administration page is a grid of labeled sections. You won't need most of them often — here are the ones this guide uses, and where each is covered.

The areas you'll use

Users and access

• Users — the people who can sign in. (Chapter 2)
• Teams — groups used to organize people and control visibility. (Chapter 2)
• Roles — what a user or team is allowed to see and do. (Chapter 2)

System and customization

• Settings — system-wide options. (Chapter 3)
• User Interface — the navigation menu / tab list, including the Documentation tab. (Chapter 3)
• Entity Manager / Layout Manager — the structure of records and forms. Changed through the sandbox-first process, not casually here. (Chapter 3)
• Label Manager — the wording shown around the interface. (Chapter 3)

Data

• Import — bring records in from a spreadsheet. (Chapter 4)

Email

• Outbound Emails, Email Accounts, Email Templates — how the CRM sends mail. (Chapter 5)

Maintenance

• Scheduled Jobs, Jobs, Auth Tokens — background tasks and sessions; mostly informational. (Chapter 6 – Chapter 7)

A note on the powerful areas: Entity Manager, Layout Manager, and the bulk data tools can change the CRM for everyone at once. Treat them as read-only until you've read the chapter that covers them — and remember the golden rule: Sandbox first.

Finding your way back

Wherever you are in Administration, the CBM logo (top-left) returns you to the main CRM, and the avatar menu → Administration brings you back here.