Admin Settings

Admin Settings#

The Admin section is accessible only to users with the Admin role. It covers workspace-wide configuration: custom fields, tenant settings, security policies, audit logs, configuration history, and integration management. Changes made in Admin are version-controlled — every configuration change is committed to a Git repository and can be rolled back with one click.

The audit log records every significant action taken in the workspace: record created/updated/deleted, user invited/removed, integration connected, permission changed, and more. Each audit entry includes the user, timestamp, IP address, and the exact data change (before/after).

Custom fields

Custom fields let you extend any core entity (Contact, Company, Lead, Opportunity, Case, etc.) with additional data your business needs. Supported field types: Text, Number, Currency, Date, Select (dropdown), Multi-Select, Checkbox, URL, Email, Phone, Lookup (link to another record), and Rich Text — formatted multi-line content with inline images via Dropbox or Google Drive (see Rich-Text Fields for setup).

Custom fields support drag-and-drop reordering — click and hold the grip handle on any field to move it within the list.

1. 1Go to Settings → Custom Fields and click + Add Field.
2. 2Select the entity you want to extend (e.g. Contact).
3. 3Name the field, choose the field type, and configure options if needed.
4. 4Mark it as Required if it must be filled before saving the record.
5. 5Click Save. The field will appear on all records of that entity type.

Configuration rollback

Every time an Admin makes a configuration change — modifying a pipeline, changing a permission, editing a workflow — Coeffection commits that change to a per-tenant Git repository. You can browse the full history under Admin → Config History and roll back to any previous state with a single click.

Security: IP restrictions & sessions

Admins can configure IP allowlists under Admin → IP Restrictions to limit logins to specific IP ranges — useful for teams that only want users logging in from corporate networks or VPNs. Session management is available under Admin → Sessions where active sessions can be reviewed and remotely invalidated.