The Admin Center is your Chili Piper home base. This allows Admins to access different products and organizational settings such as user management, integrations, our API references and eventually billing (currently being built out). It is currently only accessible by Admins of your Chili Piper account.
In this article we will walk through the Admin Center, including:
- Admin Center Navigation - Home Tab
- Workspace Management
- User Management
- Billing
- Data Fields
- Global Integrations
- Branding
Home Tab
Welcome to the Admin Center Home Tab! This is your dashboard for all things related to onboarding and setup.
You can always come back to the Home Page whenever you are:
Here's a quick summary of each option on the right-hand side menu. We will also cover each one of them in more detail below:
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Home: Your quick access to your Workspaces, Billing Center, Integrations, Data Fields, and User Management.
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Workspaces: Get a sneak peek at your configured workspaces.
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User Management: Easy access to licensing, assigning roles, and workspaces.
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Billing: it can't get easier than that - full access to your invoices, purchase new licenses, change payment methods, and more!
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Data Fields: Access the reusable properties you can use throughout the Chili Piper Fire platform. More details here!
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Integrations: As the name says, this is where you can set up your global integrations, like the CRM, Calendar, and Slack.
- Branding: Adjust your organization's branding to match your company's, personalizing the booking experience even more. Explore it in more detail here!
Workspace Management
The Workspace tab is where you can create, configure, and manage all product settings. Workspaces are essential for tailoring the Chili Piper Fire experience to meet your business needs.
Create and Edit Workspaces
Start new workspaces and modify existing ones with ease to Create:
And Edit:
Simply click "Open" on any workspace to dive into each workspace's specific settings.
We also have a specific article here for Workspace Management, covering it in more detail. Check it out!
User Management
This is where you might spend the most time, so we created a special one for you to not lose any bit of information: Admin Center Overview for User Management (Fire)
Billing
We can't cover all the cool features of our billing in this article, but feel free to get all the details in our Billing Center Overview!
A quick sneak peak:
Data Fields
Data Fields are reusable properties that enhance your ability to capture and utilize visitor data effectively.
Admins can set up Data Fields here, ensuring seamless integration with Salesforce.
Feel free to explore How to Set Up Data Fields in-depth and better understand it. This was too spicy to be here.
Global Integrations
Admin Center makes accessing and connecting with global integrations easy without requiring end-user logins. Our improved mapping feature ensures everything syncs perfectly.
This article is designed to give you a straightforward guide to navigating and using the Admin Center for Chili Piper Fire products. If you have any more detailed questions or need further assistance, don't hesitate to reach out to our support team.
Branding
Branding is where admins give their team’s links, and scheduling flow their own special touch. They can add a company logo, change colors everywhere in the flow using our pre-built styling, or go the extra mile with Custom CSS to maximize the experience.
Navigate here for more details about this amazing feature!