Backstory administrators play a critical role in managing your organization’s Backstory platform. They are responsible for installing, configuring, maintaining, and troubleshooting Backstory, as well as overseeing its ongoing administration.
Administrators are responsible for:
Access: Users, teams, and configuration profiles.
Integrations: CRM, email, calendar, and messaging connections.
Data flow: What data is synced to and from Backstory.
AI configuration: Which records are available for AI analysis.
External connections: BI tools and API keys.
Backstory administrators control these settings in the Backstory Admin Panel. For a complete list of available settings, see the Admin Panel Page Directory.
How Do I Know If I’m a Backstory Administrator?
Only Backstory administrators can access the Backstory Admin Panel, the central settings hub for your Backstory instance. You can check whether you have access to the Admin Panel from Backstory Engagement Dashboards.
Log into Backstory Engagement Dashboards.
Click the grid icon in the top-left corner.
Look for the Admin Panel in the dropdown menu.
If the Admin Panel appears, you are a Backstory administrator. If you do not see the Admin Panel, you do not have administrator access.
How Do I Get Administrator Access?
If you do not have access to the Admin Panel and need to configure or manage Backstory as part of your regular responsibilities, ask an existing Backstory administrator to update your Permission level to “Admin” on the Users and Teams page of the Admin Panel.
For more information, see Permissions.
Note: Because the settings in the Admin Panel can have organization-wide impact, administrator access should be limited to users who understand your organization’s data, security, and integration requirements.
Need Help?
Contact your Customer Success Manager or support@backstory.ai.