The Dashboard tab in the Settings module is a powerful new addition designed to give Administrators complete visibility and control over their organization’s setup.
Using the dashboard, admins can:
Manage the tech stack used within the company
Monitor overall activation health
Track pending admin actions
View recent user activities
Manage user invitations
Configure content moderators
Note: The Dashboard tab is only visible to Administrators.
A) Manage Your Tech Stack
Admins can click “Manage Tech Stack” to view all available platform integrations and choose which tools are relevant to their organization.
Available integrations include:
CRM: Salesforce, HubSpot, MS Dynamics, NetSuite, Zoho CRM, Freshsales, Pipedrive
Email: Gmail, Outlook, SMTP
Marketing: Marketo, Eloqua, Pardot, Freshmarketer
Messaging: Drift, Freshchat, Intercom
Analytics: Google Analytics 4, FullStory, 6sense, Google Tag Manager
Sales Tools: Klenty, Outreach
Other: Cleverstory, Slack, LinkedIn
Once the tech stack is selected:
Non-admin users will only see these chosen tools under their Integrations tab, giving them a personalized experience.
The selection includes existing integrations plus devices, Chrome extension, native CRM integrations (e.g. Salesforce, MS Dynamics), and the Outlook Add-In.
Admins can use search or filters to find integrations faster.
Admins can also notify users who have not yet completed their integration setup. Each time “Notify Users” is clicked, all users are notified.
For admin-level integrations (e.g. Salesforce):
Once the admin completes the integration, it’s considered fully active for the organization.
A user overriding the setup still counts as active.
It only becomes inactive if explicitly deactivated by the admin.
B) Health Score Based on Activations (Coming Live Soon!)
The Overall Settings Health Score gives a quick view of how well your organization has completed activation across all selected integrations.
For each integration, we calculate the percentage of users activated:
Integration | Total Users | Activated Users | Completion % |
Gmail | 10 | 10 | 100% |
Outlook | 10 | 8 | 80% |
Salesforce | 10 | 10 | 100% |
Chrome Extension | 10 | 10 | 100% |
Salesloft | 10 | 7 | 70% |
Average = (100 + 80 + 100 + 100 + 70) ÷ 5 = 90% readiness
This score helps admins quickly identify gaps in activation.
C) Pending Admin Action Items
Pending action items highlight important setup tasks that require administrator attention - typically for admin-level integrations like CRMs or marketing tools.
Examples of pending actions include:
Re-authentication required for Salesforce
Re-authentication required for HubSpot
Re-authentication required for MS Dynamics
No more guessing – we'll tell you exactly what needs fixing and when.
D) Recent User Activities
The Recent Activities section acts as a log of actions performed by users related to integrations or devices. This helps admins track adoption and spot trends.
Examples of logged activities include:
When a user/admin activates an integration (for tech stack integrations)
When a user/admin deactivates an integration
When a user logs in for the first time to:
iOS mobile app
Android mobile app
iOS tablet app
Chrome extension
This provides valuable insights into how your team engages with the platform, helping you better support their needs.
E) User Invitations Overview
The User Management section gives admins a clear view of pending invitations - i.e., users who have been invited but have not yet accepted.
Pending Invitations: Users who have received an invite but haven’t joined the platform yet.
Keep track of who's joined your workspace and who's still pending. Perfect for following up with friendly reminders to new team members.
F) Configure Content Moderators
Admins can add additional content moderators directly from the dashboard.
Content moderators play an important role in ensuring users can quickly find the information they need. Whenever a user is unable to find specific content, all configured moderators will receive a notification, enabling them to step in, address content gaps, and keep your organization’s library up to date.
That’s it!
With the Settings Dashboard, administrators now have a single, centralized place to manage integrations, monitor setup health, track activity, and keep their organization running smoothly.
Need Help?
We're here to support you! If you have questions, encounter any issues, or want to learn how to make the most of your dashboard, reach out to us at support@paperflite.com.
Gentle Reminder : The Settings Dashboard is exclusively available to administrators. If you can't access it, please contact your Paperflite admin to request the necessary permissions.