The newly launched Admin Console is being rolled out to all workspaces in phases. When the Admin Console is available in your account, you will see its banner on the Members page in Toggl Track.
What is the Admin Console?
The Admin Console is the new and powerful section to manage your Organization settings, workspaces, groups, and members from across Toggl Tools. The Admin Console currently supports Toggl Track, Toggl Work, and Toggl Focus.
Where is the Admin Console?
The Admin Console is only available for Organization Owners and Organization Admins.
You will be able to access it by clicking on the "Go to Admin Console" button in the banner on the Track Workspace Members page or by clicking "Admin Console" at the bottom of the sidebar.
The Admin Console allows you to:
Activate or remove Toggl tools (Toggl Track, Toggl Work, or Toggl Focus) from workspaces
View multiple workspaces under one Organization (available for Enterprise pricing only) and manage Members, and Workspace Settings.
Create, manage, and assign groups to workspaces
Manage Organization settings like its Name and Ownership.
Leave the Organization
Coming Soon: Manage Subscriptions
Managing an Organization
Clicking on the Organization button in the side navigation bar opens the Organization page, where you can view and change the name of the Organization, manage Organization ownership, enable 2FA enforcement, and delete your organization.
For Organizations who only have one workspace, this is also the page where you can manage the Toggl tools within your Organization.
Managing Organization Members
The Organization Members tab shows all users in the chosen Organization, and their Access-level for each Toggl tool at the Workspace level.
This is also where you will be able to Invite new members to your Organization.
Filtering the list of members on the Organization Members view:
The Filters bar allows you to:
Filter based on their status
Filter based on a Toggl tool they are part of
Filter based on their role / access level
Filter based on Workspaces they belong to (Enterprise pricing only)
Search for users using their name or email.
Editing Organization members
You can use the 3-dot control to Edit, Deactivate and Remove users from an Organization. The Edit button allows for additional options to manage the access right of users on both the Workspace and the Organization level.
This is the Edit member details window, where you can grant the different access levels. You can also open it by clicking on the member name in the members table.
Granting the Organization Admin level on a user will automatically add the user to all Workspaces under said organization with Organization admin privileges.
Inviting new Organization members
To invite a new member to your Organization:
Click the "Invite Members" button on the Members page in the Admin Console
Enter the email addresses of the new members you wish to invite
Once you are returned to the Member page, set the role for each new member within each Toggl tool by clicking on "Workspace member"
Bulk Import Members from an Excel-File
You can bulk import users via a .xlsx file and directly assign their name, email, and role (per workspace and per product).
Download the Excel template from Google Sheets by clicking on "File > Download > Microsoft Excel". You can insert your member data before or after this step.
Click on "Import" next to the "Invite members" button in the top right corner of the members page.
Upload the template with the members you want to invite to your Toggl organization.
You will get a preview of the identified members and if there are any errors with your data.
Click on "Import X Members" to start the invitation process.
Notes:
Members that are already part of your organization will be skipped
Members with errors will be skipped during the import process
Tip:
Keep the file with all your members and add new members as your team grows. We will automatically identify existing members and only invite new members to your Toggl organization.
Managing Toggl Tools in a Workspace
Trial and Paid Organisations have the added flexibility of adding or removing individual Toggl Tools from their Organisation or Workspaces.
For Organizations who only have one workspace, this can be done by:
Visit the Admin Console
Clicking on the Organization page in the side bar
Scroll down to the "Toggl Tools in Organization" section
Click the 3-dot menu beside the Toggl Tool you wish to add or remove
Click Add or Remove from the sub-menu that appears
For Organisations with Multiple Workspaces, the above functionality will be available in the Workspaces section under the Admin Console.
NOTE: As of today, only Toggl Track, Toggl Work, and Toggl Focus can be managed from the Admin Console. We're working to expand this management functionality, so stay tuned!
Managing Multiple Workspaces
For Organizations who have multiple workspaces (available for Enterprise pricing only), the separate Workspaces page will allow you to:
Create new workspaces
Rename existing workspaces
Add or remove members from workspaces
Change user roles within each Toggl tool, in each workspace
To access the page, click on Workspaces on the left navigation bar in the Admin Console:
Note: Users on our enterprise pricing (contact Sales) will be able to add multiple workspaces under one Organization.
Managing groups
The Organization Groups tab shows all groups including their Members in the chosen Organization.
Editing Groups
You can use the 3-dot control that appears when hovering over a Group on the right side of the row to edit and delete this Group. The edit button provides the option to rename the Group, change its Members, and select assigned Workspaces (available only on the Enterprise Plan).
Notes
When a Member is added to a Group that is assigned to a workspace to which they do not yet belong, they will automatically become a Workspace User in that Workspace.
When a Group is deleted, all members continue to be part of the Organization or any workspaces they have a role in. Members can be removed from Workspaces using the Members tab.
User tags
User tags can be added to store additional information at user-level eg. their employee id, their department.
Creating user tags
Navigate to the members page in the admin console and click in the tags field for the user you want to assign a tag to.
Type the name of the tag in the search field and press enter or confirm by clicking on "Add". The tag will automatically be assigned to that user.
Editing user tags
Click into any tags field on the members page in the admin console to open the user tags list.
Click on the pen icon on the right side that appears when you hover over a user tag. Here you can change the name, color, or delete the tag.
Notes:
User tags are not yet available in reports (but we're working on it)