Build a clear, scalable operating model for your account. The Admin Enablement Hub packages policies, roles, and security practices into one page - so admins configure correctly the first time and governance sticks as you grow.
Who it’s for
Customer Success & Implementation
Security/IT admins and workspace owners
RevOps/Compliance stakeholders
Why it matters
Good governance prevents rollback. Strong admins scale success by enforcing access, auditability, and safe defaults - reducing incidents and unplanned rework.
How it works (TOF → MOF → BOF)
TOF (Awareness / Policy highlights):
Short clips explaining key policies - SSO requirement, role hierarchy, data retention, audit trails. Share via kickoff email, Slack, and in-app banners. Each links to the Admin Hub.
MOF (On-Site Admin Hub):
A Replay page that includes:
Chapters: SSO & Identity → Roles & Permissions → Data Controls → Audit & Alerts → Best Practices
Artifacts: Security checklist (PDF), SCIM/SSO guides, sample role matrix, audit report examples
Transcript + searchable timeline for quick reference
Templates: Role-mapping sheet, retention policy template
BOF (Verification & Review):
Primary CTA: “Book a security review” (embedded calendar)
Secondary CTAs: “Run SSO setup” (deep link) · “Download role matrix” · “Enable audit alerts.”
KPIs: Policy adoption rate (SSO enabled, roles assigned) · Incident rate (↓) · Time-to-admin-setup · Audit coverage (alerts configured)
Automation: Opening SSO or Roles chapters → auto-email the security checklist + role-mapping template; no SSO within 7 days → reminder + CSM ping; completing role matrix → mark governance milestone and schedule review.