Administration is where your team manages who can use CoolFocus, what they can do, and how access is protected.
Use this area when you need to:
Add a new staff member.
Invite someone to create their login.
Put users into the right user group.
Decide who can see or change certain areas.
Limit access by IP address.
Review recent security events, such as failed sign-ins or denied IP addresses.
Review advanced access settings before changing them.
View or change your organization's plan, or manage billing.
Sign your organization's BAA / vendor confidentiality agreement, or find compliance documents.
Most teams should start with Users, Invitations, and User Groups. Those three pages handle the most common admin work.
Use the security pages when you need tighter control over sensitive information, when your organization has rules about where staff can sign in from, or when you need to review the Security Log for recent activity.
Use Plan & Billing to see your current plan, change plans, or open the billing portal to manage payment methods and invoices.
Use Legal & Compliance to review and sign the standard BAA / vendor confidentiality agreement for your organization, download the executed PDF, and find other compliance documents such as the subprocessor list and security overview. No support ticket is needed for the standard agreement.
Give each person the access they need for their role, and avoid giving broad admin access unless it is truly needed. When in doubt, create or adjust a user group instead of changing each person one at a time.
Users
Invitations
IP Address Access
Security Log
Plan & Billing Settings
Legal & Compliance Settings
