Administrator guide overview
Updated October 31, 2026 · Applies to Platform ONE 1.34
As an administrator, you set up Platform ONE for your organization: who can sign in, what each person can see, how the app looks, and how it connects to your other systems. This guide covers what every product shares. Each product's own settings are in that product's administrator guide. ONEConsult.NET Ltd. hosts and maintains the service, so you don't need to install, update or back up anything.
Key capabilities
Administration pages are in the menu on the left, under Administration. Studio is under Extend. Which pages you see depends on your products and your plan.
| Menu item | What you can do |
|---|---|
| Locations | Add the sites where your organization works. |
| People | List everyone who works for you, where they're based and who they report to. |
| Teams | Group people into departments and teams, each with a lead. |
| Holidays | Add public holidays, by hand or from a calendar file. |
| Staff users & roles | Add the accounts people sign in with, and give them roles. |
| Record ownership | Give everything one person owns to someone else. |
| Calendar sync | Connect Microsoft 365, Google or Exchange calendars. |
| Email sync | Log emails with known contacts on their records. |
| API & webhooks | Let other systems read and change your records. |
| API approvals | Approve or reject changes that other systems asked for. |
| Sign-in & SSO | Choose how people sign in, including single sign-on (SSO). |
| Organization | Set the time zone, how dates are written, and currencies. |
| Branding | Set your organization's name, initials and colors. |
| Business rules | Set how each product behaves. |
| Subscription | See your products, editions and usage, and request a change. |
| Audit log | See who changed what, and when. |
| Background jobs | See the work the app does on its own. |
| Modules | See which modules your subscription includes. |
| Studio | Design your own fields, messages, workflows and forms, with review before they go live. |
How it works
Your organization has one workspace, with one or more products in it, such as PTO ONE and Rolodex ONE. The pages in this guide work the same way in every product. When a page holds a product's own settings, such as Business rules, that product's administrator guide explains them.
Some features depend on the edition of your products: Standard, Professional or Enterprise. A feature that isn't included shows a lock and the edition that has it. See Plans and features.
Who can use it
Only people with the Admin role see the Administration pages. People with the Designer role can use Studio, and managers can also use API approvals. See Permissions.