Your free Vera AI trial opens the benchmarking database, the negotiation guides, and the tools this demo walks through, on your own agreements.
Start your free Vera AI trialSetup is a day. Keeping a workspace healthy is a habit. This last course teaches that habit.
By the end of this lesson you will run the quarterly owner checklist. A well-run workspace needs about an hour a month, on three clocks, weekly, monthly, and the deeper quarterly review.
Team activity is where the checklist starts. The verdict at the top says how alive the workspace is this week, active members, page views, the most-adopted feature, and, tellingly, the features nobody has touched yet.
Below it, a per-member table and the recent actions across the workspace, newest first. Read it for two things, who has not started at all, and which features go unused. Those two facts are your adoption plan in miniature, and they tell you where to spend a nudge.
When you want the read written for you, generate the usage report. It turns those numbers into an analyst's adoption plan you can act on, rather than a table alone.
By the end of this lesson you will read adoption and spot who needs help. Adoption is not one number. A member who signs in but touches only one feature is a training opportunity, not a lost cause; a member who has not signed in at all is a different problem. The table separates the two.
By the end of this lesson you will keep the roster clean. Hygiene is three kinds of stale, departed members, stale data, and unwatched agents. This page handles the first.
Seats are the first hygiene check. Everyone counts toward the cap, active members, pending invites, and blocked members alike, so revoke an invitation that expired unaccepted and remove anyone who has left. The workspace always keeps at least one active owner.
Offboarding is three moves in order. If they are the only other owner, promote a replacement first; the platform refuses to leave a workspace without one. Then remove or block them, signing them out everywhere. Team grants die with the membership.
Domain capture turns ad hoc requests into a queue you approve, picking each person's role at approval. It is the clean front door for a growing team.
That is the Level 3 capstone, your workspace governed. Two questions. One, what does an access review store? Two, what signals someone needs help?
Now you, put a quarterly review on the calendar, two minutes. That completes the Administrator path. Next, Level 5, renewals and negotiation.