Clockwork CRMDocs

Administrator tools

Administrator Tools holds the settings that apply to everyone using your instance of Clockwork CRM. It is available to administrators. Each tool is also in the administration portal's top bar.

Tool What it is for
Branding Customise the look of the login screen and the application. See Branding
Users Adding and maintaining users. See Users
Teams Grouping users and setting what each team can access. See Teams and permissions
Resources Things that can be booked, such as meeting rooms or equipment. See Tags and resources
Sender Domains and Tracking Domains Your own domains for sending email and for tracking. See Sender and tracking domains
API Keys and Webhooks Access for other systems. See API keys and webhooks and Zapier
Tags The tags used across Clockwork CRM. See Tags and resources
Communication Services Phone numbers for calls and SMS. See Communication services
Subscription Information Billing, credits, payment methods, invoices, your domain and cancellation. See Subscription information
Payments Taking payments through Stripe. See Payments
Plugins Installing and managing plugins. See Plugins
Instance Settings Locale, holidays and sign-in. See Instance settings
CRM Migration Importing your data from another CRM. See CRM migration
Booking Links and Bookings The pages customers book through, and what they have booked. See Booking links
API Documentation The developer documentation for the Clockwork CRM API

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