Welcome to Feishu! This operation guide is designed to help new super admins use the Admin backend.
This will teach you how to configure company settings so you
After the following four setting steps, your company can start using Feishu!
- Initialize Admin: Modify the basic company information, create departmentsadd employees, and set various admins to help you manage the company.
- Company App Management: Obtain various apps for your company and activate Help Desk and an All-Staff Calendars to enable advanced and convenient office collaboration.
- Enterprise Resource Management: Manage the company's fixed offices and meeting rooms so that meeting room resources can be used flexibly and efficiently.
- Enterprise Data Analysis: Admin provides data visualization features allowing you to monitor employee work at a glance.
👏 Now, let's start by initializing your Admin!
I. Initialize Admin
🔑 On Desktop app, click profile photo Admin initialize Admin.
1. Modify basic info
💡 To differentiate your company, click Settings Company Info. Here, you can personalize the company logo, name, and . On this page, click Edit to change the relevant information.
Note: To allow your company to take full advantage of Feishu features, you should Apply for Feishu certification. Companies that have not been certificated are limited to 500 contacts. After completing Feishu certification, you can enjoy unlimited contacts, the ability to share documents with external users, and other special privileges.
Click Settings - Company Info - Apply for certification. This opens the certification information entry page. Here, enter the necessary information and click Submit. We will review your application in 5-7 business days. The certification process is completed once your company pass the review! Click here for a more detailed explanation of the certification procedure.
2. Create departments and add employees
🚀 Congratulations, you have personalized your company info! Next, let's create departments for your company and add employees to create your basic organizational structure.
2.1 Create departments
For more convenient and hierarchical enterprise management, you can create multiple departments. Go to Admin User and Department and click + If your company has few departments, you can select Add Department to create departments one by one. If you have a lot of departments, you can select Import Department to download the import template form. Fill in this form and upload it to create multiple departments at once. Click here for a more detailed explanation of the department creation procedure
Note: When creating departments, you can also create department groups and set the employee types include in these groups. For example, you can only permit full-time employees to joinpreventinterns, outsourced personnel, and other employee types from joining.
2.2 Add employees
After creating departments, you need to add employees.
If you do not have the complete information for all your employees, turn on Enable Invitationso you can invite employees to join the department by sharing team codes, QR codes, or links with them. You can also invite employees to join the organization and then adjust the departments. Or, you can give invitation permission to normal users. To do this, go to Settings and configure the relevant permission settings. Click here for a more detailed explanation about how to let employees join the company themselves
1. Employees must activate their accounts: After admins add employees, the employee accounts are not yet activated. Employees must log in to Feishu and join the company to activate their accounts. You must ensure that all employees have logged in to Feishu and activated their accounts. If some employees have not activated their accounts, a reminder is shown on the user and department management interface, as shown below. You can click Invite Now to remind these employees to activate their accounts
2. Employee info visibility: After adding employees, you can click Contacts Contact Settings to set whether employees can view each other's mobile numbers and contact information. Click here for more information about contact settings
3. Add various admins
👏 Congratulations, you have now created departments and added employees! As you know, one person cannot efficiently manage all the aspects of a company. Therefore, you need to add more super admins and other types of admins to help you manage the company. A single company can have up to 100 super admins. Super admins have all management permissions except the ability to disband the company.
3.1 Add super admins
Click Settings Administrator Permissions Add Super Administrator. Then, enter the name, email, or mobile number of the user to a super admin and click Confirm.
3.2 Add admins
In addition to super admins, you can also add normal admins and grant them a permission group. This way, they can help the super admins better manage company resources. For example, you can set admins who have the permission to modify the company name or change meeting room resources and offices.
Click Settings Administrator Permissions to go to the administrator page. There, click Add Administrator.
On the add administrator interface, select the permissions to grant the administrator. During permission configuration, you can select an appropriate permissions group for the new admin. If there is no appropriate permissions group, click Add Permissions Group to create one. You can also grant the admin permissions in addition to those in the permissions group. To more precisely set the administrator's permissions, you can go to User and Department to manage the department scope of the admin. Click here for more information about permissions group settings
✌ Congratulations, you have completed Admin initialization! You and your coworkers can now use Feishu's basic collaboration features!
🚀 To empower your office with greater intelligence and convenience, Feishu provides a wide range of features that you can activate. You just need to complete the following three setting steps to allow employees to use a variety of smart apps to increase office efficiency. This way, you can use the Calendar feature to view meeting room availability and schedule meetings. You can also analyze data reports Feishu to monitor employee's work at a glance.
II. Company app management
1. Install various apps
You can find a wide range of apps on Workplace to install and configure apps to help with company management.
To allow your team to better experience the capabilities of Feishu Open Platform, we install several apps by default, including Approval, Feishu Reminders, and Feishu Translator You can go to Workbench App List and click n app in the installed app to configure and enable appfor your company.
You can also choose and search for the app name to find a tutorial.
2. Create an All-Staff Calendar
Not only can you manage various apps on Admin, but you can also create an All-Staff Calendar. As its name suggests, this is a calendar that all company employees are subscribed to by default. This way, all employees can view the schedule details on this calendar. You can include workshop discussions, team meeting minutes, and other schedules relevant to all employees on the All-Staff Calendar to reduce notification and communication costs.
On the Calendars All-Staff Calendar interface, click Add All-Staff Calendar and select Create an All-Staff Calendar. Then, enter the calendar name, description, add calendar owners and editors, and click Confirm to create.
Note: After creating the calendar, don't forget to add schedules to it. Go to Client Calendars and click + to create a schedule and set the schedule activation time. You must make sure the Calendar associated with this schedule is the All-Staff Calendar. Then, click Save to make this schedule visible to all employees.
3. Activate Help Desk
In the company collaboration environment, employees often do not know who to go to when they have problems. It can take hours to find the right person to ask for help and then you might not receive a prompt reply. To avoid this situation, we have designed
👏 Congratulations, you have completed the initial configuration of Admin. Now, you can use Admin to manage fixed assets, such as meeting room resources. This allows employees to conveniently reserve meeting rooms.
III. Manage enterprise resources
1. Add company buildings
Add all company buildings: You can add meeting rooms in your company's buildings in different cities and countries.
Go to Admin and select Meeting Rooms. Then, click the right of the tenant name to
2. Add meeting rooms
Add Meeting Room: After adding all the company office buildings, you can select the appropriate building and floor to add a meeting room. If you have many meeting rooms, click Import/Updateto import meeting rooms using a template. If you have few meeting rooms, click Add meeting room to enter the information and status for a single meeting room. For the meeting room status, select Normal to allow all employees to reserve this meeting room using the Calendar Feature.
To learn more about meeting room management, click here.
🍃 After completing the preceding steps, employees can click Add meeting room when creating a schedule to reserve a meeting room.
IV. Company data analysis
You've made it to the final step! Admin provides data capabilities to help you visualize employees' use of Feishu.
1. Data overview
You can go to Reports Data Overview to view information about employees' use of Feishu. You can see the company's total employees, total departments, new users, and deleted users. To the right of the data details, click Export to the data to your local device for further analysis.
2. User activity data
Go to Reports
🎉 You have now completed all four setting steps and know how to use the features of Admin.
🎉 Now, you and your team efficiency! You can do wonders with Feishu!
🎉 If you encounter any problems using Feishu, go to Feishu Help Centeron the client to find the answers you need. Feishu is always your side.