This article is your starting point for the Tribe CRM Administrator Training. It explains what you will learn, how the training is structured, and where to find each module.
Table of Contents
Who Is This Training For?
What Will You Learn?
How Is The Training Structured?
What Do You Need To Get Started?
A Note Before You Start
Quick Summary
Who Is This Training For?
This training is designed for application administrators: the people within your organisation who are responsible for managing and configuring Tribe. You may be a CRM manager, an IT coordinator, or a functional specialist who owns the system on behalf of your team.
Not sure whether you are an administrator? See What Is the Difference Between an End-User and an Administrator?
Before starting this training, make sure you have completed the End-User Training. This Admin Training builds on that foundation and assumes you already know how to navigate Tribe and work with relations, tasks, appointments, and emails from a user perspective.
Not done yet? Start here: Using Tribe in 6 Simple Steps.
What Will You Learn?
As an administrator, you are responsible for the setup that all other users work with every day. This training teaches you how to configure Tribe so that it fits your organisation and how to keep it running smoothly over time.
Watch: Introduction to the Tribe Administrator Role (video: ~3 min)
By the end of this training, you will be able to:
Manage users and permissions: create accounts, assign roles, and control what each user can see and do
Configure your data model: add and manage fields, labels, and products to capture the right information
Build and manage templates: create email and document templates that make communication consistent and efficient
Set up reporting: build dashboards, widgets, and views that give your team the right information at a glance
How Is The Training Structured?
The training consists of four modules. Each module includes a short video walkthrough and hands-on assignments. Work through them in order, as each module builds on the previous one.
Module | Topic | Estimated time |
Module 1: Users & Rights Management | Invite users, assign roles, set up teams | ~55 min |
Module 2: Data & Configuration | Fields, labels, and products | ~75 min |
Module 3: Email & Document Templates | Build and manage templates | ~45 min |
Module 4: Reporting: Dashboards, Widgets & Views | Build dashboards and views | ~40 min |
Total estimated time is approximately 4 to 5 hours, including the assignments. You can complete the modules in a single session or spread them over multiple days. We recommend completing at least Modules 1 and 2 together, as they form the foundation for everything else.
What Do You Need To Get Started?
Before you begin, make sure you have the following in place:
Administrator access to a Tribe environment (your own environment or a sandbox)
The End-User Training completed
A basic understanding of how your organisation uses Tribe, which modules are active, and what data you work with
Not sure whether you have administrator rights? Open Tribe and check whether you see a Configuration option in the left-hand menu. If you do, you are good to go.
A Note Before You Start
Test before you publish. Always try out changes with a test user or in a sandbox before applying them to your live environment.
Document your choices. Write down why you configured something a certain way, not just what you did. Your future self and your colleagues will thank you.
Involve your users. Before changing fields, layouts, or views, check with the people who use them every day whether the change actually works for them.
Quick Summary
This overview explains who the Administrator Training is for, what you will learn, and how the four modules are structured. It also sets out what you need before you begin and the habits that will help you work confidently as an administrator from the start.
Ready to get started? Module 1: Users & Rights Management