Accessing the admin panel and your admin setup checklist Accessing the admin panel and your admin setup checklist

Accessing the admin panel and your admin setup checklist

As the administrator of an organization, navigate to your Admin panel where you can manage your institution's license in several ways and access your set up checlist.

Locating the admin panel

1. Navigate to your profile name in the upper right-hand corner.


 

2. Click Admin located in the top-right profile menu.

3. You will then have the option to select "Account Overview and Users" or "Plan & Billing" under the Admin Panel.

Access your admin setup checklist

The Admin panel includes a guided onboarding checklist to help organization admins complete essential setup tasks and get their team up and running quickly. The checklist provides contextual walkthroughs for common administrative tasks and tracks your progress so you can easily see what's left to complete.

The checklist includes:

  • A guided onboarding experience for organization admins.
  • Step-by-step walkthroughs for key setup tasks, including:
    • Inviting members to your organization.
    • Setting up your Brand Kit by uploading your logos, colors, and templates.
    • Connecting the BioRender PowerPoint Add-in.
    • Accessing training resources to help your team get started.
  • Progress tracking so you can monitor completed tasks and remaining onboarding steps.

You can complete the checklist at your own pace, dismiss it at any time, and return to it later from the Admin panel until your organization's onboarding is complete.

Admin panel features and related articles 

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