Admin Console
Talvera · Aravind Kapoor · Last config change 2h ago
Workspace setup
73% configured
Users
Roles
Groups
Portfolios
Workflows
Fields
Ref IDs
Flags
✦
Set up with Tango
Upload any document — Tango reads it and configures your workspace. You review and confirm.
Drop your document here or click to browse
Tango can read design briefs, user lists, org charts, CSV exports — anything that describes your organisation's structure.
PDF
Word doc
CSV / Excel
Plain text
Org chart
or try with sample data
Tango is reading your document
Extracting users, roles, portfolios and workflows…
Reading document structure
Identifying users and roles
Extracting portfolios and hierarchy
Inferring workflow configuration
Tango found the following — review and confirm
Each section below maps to a part of your admin console. Confirm what looks right, edit anything that needs adjusting.
✓
All changes applied successfully
Setup checklist
Everything your workspace needs to be fully operational.
5 of 8 complete
✓
Invite users and assign primary roles
47 users active · 2 still unassigned
✓
Configure org roles and permissions
10 roles defined · permissions matrix complete
!
Create user groups and membership rules
3 groups exist · no dynamic rules defined yet
✓
Add portfolios and hierarchy
4 portfolios · 2 sub-portfolios · all configured
!
Define workflow statuses and transitions
Roadmap workflow active · Concept workflow has 0 statuses
✓
Add custom fields for your entity types
5 fields defined across Roadmap, Project, Concept
○
Configure reference ID formats
Not started · auto-IDs will not generate without this
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Review feature flags for this org
3 flags at global defaults · no org-specific overrides yet
Total Users
47
Across all portfolios
↑ 6 added this month
Roles Configured
10
3 custom, 7 core
✓ All active
Workflows
3
2 active, 1 draft
⚠ 1 needs statuses
Portfolios
4
Fully configured
✓ All healthy
Recent Activity
| Action | By | Target | Time |
|---|---|---|---|
| Role changed | Arjun Kapoor | Sarah Chen → Portfolio Leader | 2h ago |
| Portfolio created | Priya Mehta | Innovation Pipeline | 5h ago |
| Workflow updated | Arjun Kapoor | Roadmap Lifecycle — added "On Hold" | 1d ago |
| Users invited | Arjun Kapoor | 6 new users via bulk invite | 2d ago |
| Custom field added | Roshan PR | Cost Centre (Roadmap) | 3d ago |
User Access
Assign org roles and portfolio access to users.
⌕
Assign Org Roles
Click any user to edit their primary and secondary roles.
| User | Primary Role | Secondary Roles | Portfolio Access | Status |
|---|
User Groups
Organise users into groups and assign roles in bulk.
Create Group
Define a new user group or edit an existing one.
Groups List
3 groups configured
Manage Group Members
Add/remove users and set dynamic membership rules.
Members (8)
Dynamic Rules
+ Add rule
Rules within this group use OR logic.
Password Management
Trigger password resets and manage user onboarding invitations.
Account Actions
Sends a password reset email with a confirmation code to the user.
Generates a new temporary password and sends it to the user. Use when their previous temp password has expired.
✦
Tango-Assisted Onboarding
Paste a list of email addresses, or upload a CSV. Tango will suggest role assignments based on email domains and names, then send invitations in bulk.
Manual Invite
Add one row per user. Both email and role are required. A setup email is sent to each address.
+ Add row
Actions & Roles
Configure what each role is permitted to do across the platform.
All Roles
10 roles · 100 actions available in total
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Workflow Builder
Define how items move through approval stages. Each workflow applies to one entity type.
Statuses
Define the states an entity can be in. Drag to reorder.
Flow Diagram
Visual map of statuses and transitions. Drag nodes to reposition.
Transition
Requires approval
Status Start
Status End
Transitions
Define allowed moves between statuses.
Field Gates
Require field conditions to be met before a transition can fire.
Field Access Policies
Restrict fields by org role and optionally by workflow stage.
solution: enabled
capex_budget → read_only (Member)
title → required (Draft→Review)
Portfolios
Create and manage portfolios and their parent-child hierarchy.
All Portfolios
Sorted by hierarchy. Click to view or edit.
⌕
New Portfolio
✕
Reference IDs
Configure how auto-generated ID numbers are formatted for each entity type.
Create Config
Configure reference ID generation — prefix, padding, and format.
Placeholders: {prefix} {resource} {fy} {year} {sequence}
Preview
TRDM-RD-0000001
Existing Configs
Roadmap
Active
Example ID
TRDM-RD-0000001
Concept
Active
Example ID
TRID-CN-0000001
Custom Fields
Add extra data fields to any item type without code changes.
Create Custom Field
Existing Custom Fields
All custom fields defined for this tenant.
| Field | Content Type | Type | Required | |
|---|---|---|---|---|
Cost Centre cost_centre | Roadmap | Text | Required | |
Strategic Pillar strategic_pillar | Roadmap | Dropdown | Optional | |
Risk Appetite risk_appetite | Roadmap | Number | Optional | |
External Vendor external_vendor | Project | Yes/No | Optional | |
Regulatory Flag regulatory_flag | Concept | Yes/No | Required |
Feature Flags
Turn features on or off for specific organisations without code deployments.
All Feature Flags
Reports
Generate data exports about your organisation.
Generate Report
Select a report type, choose columns, and download or preview.
Report Preview
Showing first 10 rows