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Admin & Setup

Add staff and roles, set up locations, import data, and configure the workspace.

Setting up an agency: add staff and choose their roles (or build a custom access role), create locations with on-site on-call, import the agency's data with the wizard or write-only API tokens, and configure the Apps page. Administrators should read these in order for a new workspace, then hand DSPs the getting-started section.

Start here
  • Adding a staff member and choosing a roleCreate a staff account on Enmantle: generate a password, pick the right role, assign locations, and — for DSPs — link their clients.
  • Importing your agency's dataBring your locations, users, clients, and certifications into Enmantle in the right order with the import wizard — or via write-only API tokens.

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Still stuck?

Email support@enmantle.com — a real person replies.