> ## Documentation Index
> Fetch the complete documentation index at: https://relate.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin settings

> Learn how to configure your Relate workspace.

<img src="https://mintcdn.com/relateso/T3FCfaIw48VNZ3rU/images/setup/admin.png?fit=max&auto=format&n=T3FCfaIw48VNZ3rU&q=85&s=aee6682be1a955527fb4d8757a6a86fd" alt="admin" width="3600" height="1890" data-path="images/setup/admin.png" />

## Overview

Relate has a separate admin settings page from the app. Only admins can make changes to the workspace.

To access Relate Admin:

* Click workspace, then [Workspace settings](https://admin.relate.so/).
* Go to Relate admin page: [admin.relate.so](https://admin.relate.so/)

## Basics

Click each tab below to learn more about what each role (Admins, Members, Guests) can do in the admin page.

<Tabs>
  <Tab title="Admins">
    **Admins will be able to:**

    * Update your Workspace name and logo.
    * Update your Workspace default currency.
    * Enable/disable the Prospect feature.
    * Invite new members to your Workspace.
    * Manage memberships.
    * Connect with email.
    * Integrate with other software apps.
    * Manage API keys used for Zapier.
    * Import data into Relate.
    * Manage and create new pipelines.
    * Manage pipeline stages.
    * Manage custom fields used in your Workspace.
  </Tab>

  <Tab title="Members">
    **Members will be able to:**

    * View your Workspace members.
    * Connect with email.
    * Import data into Relate.
    * View pipelines.
    * View pipeline stages.
    * View custom fields.
  </Tab>

  <Tab title="Guests">
    **Guests will be able to:**

    * View your Workspace members.
    * View pipelines.
    * View pipeline stages.
    * View custom fields.
  </Tab>
</Tabs>

## Settings

### Manage members

See manage members guide:

<Card title="Manage members" icon="user" iconType="duotone" href="/setup/manage-members/" />

### Integrations

See integrations guide:

<CardGroup cols={3}>
  <Card title="Integrate with Zapier" icon="bolt" color="#3B82F6" iconType="duotone" href="/setup/zapier-integration/how-to-integrate-with-zapier" />

  <Card title="Connect email" icon="envelope" iconType="duotone" color="#3B82F6" href="/setup/email-sync" />

  <Card title="Integrate with Apollo" icon="magnifying-glass-dollar" color="#3B82F6" iconType="duotone" href="/integrations/apollo" />
</CardGroup>

### Import data

See the import guide:

<Card title="Import .CSV file into Relate" icon="cloud-arrow-up" iconType="duotone" color="#3B82F6" href="/setup/import/" />

## Customize

### Pipelines

See the pipeline customization guide:

<Card title="Multiple pipelines" icon="handshake" iconType="duotone" color="#3B82F6" href="/features/pipelines#multiple-pipelines/" />

### Pipeline stages

<Card title="Pipeline stages" icon="handshake" iconType="duotone" color="#3B82F6" href="/features/pipelines#multiple-pipelines" />

### Custom fields

See Custom Fields guide:

<Card title="Pipeline stages" icon="diagram-cells" iconType="duotone" color="#3B82F6" href="/features/custom-fields/" />

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How do I delete my workspace?">
    Reach out to [we@relate.so](mailto:we@relate.so) and we'll be able to delete the workspace for you.
  </Accordion>

  <Accordion title="Can I create more than one workspace?">
    Yes. Reach out to [we@relate.so](mailto:we@relate.so) and we'll be able to create a new workspace.
  </Accordion>

  <Accordion title="How do I export data?">
    Reach out to [we@relate.so](mailto:we@relate.so) and we'll be able to export your data via .CSV file.
  </Accordion>
</AccordionGroup>
