AWRA OpsHub Search
Intermediate Certificate on pass

Track: Workspace Admin Advanced

For Workspace Admins Advanced: settings, fields, users, roles, security, integrations, and reports.

3 lessons 45 min 5-question assessment 70% to pass
Take the assessment

What you’ll learn

  • Explain the specialized operational responsibilities behind the track: workspace admin advanced track
  • Configure role-specific options, interface views, and default permissions settings
  • Handle day-to-day workflow exceptions, supervisor escalations, and system inputs
  • Provide audit-ready task history reports and compliance evidence records

Course content

3 lessons · 45 min of reading
01
Lesson 1 of 3 Reading 12 min

Govern custom field rules

Track: Workspace Admin Advanced focuses on workspace administrator operations, custom fields, security configurations, integrations setup, and report permissions. In AWRA, role-based tracks deliver target training, operational boundaries, and verification tools tailored to specific job profiles.

The primary objective is role clarity and procedural control. Users must understand their dashboard widgets, access boundaries, and daily checklist items.

In practice, a workspace admin configures role security boundaries, custom field rules, and verifies QBO integration link.

Workspace configuration path

1

Define

Setup custom fields and validation rules in settings.

2

Lock

Secure user roles and route access permissions.

3

Connect

Verify API keys and third-party integration sync.

4

Confirm

Review configurations change logs and database states.

Role model

  • Dashboards display widgets matching user roles.
  • Action permissions enforce segregation of duties.
  • Daily checklists ensure consistent operations.
  • Always escalate exception tasks through system workflows.
02
Lesson 2 of 3 Workshop 15 min

Lock settings profiles

The operating routine is to configure custom field definitions, administer settings locks, verify integrations statuses, and adjust role permissions. This keeps user inputs accurate and ensures that exceptions are caught and resolved before daily close.

Before submitting values or approvals, check field settings, role access profiles, integrations logs, custom report permissions, and change histories. These safety rules prevent transaction errors and protect ledger balances.

A supervisor or team administrator can adjust role dashboards, override blocks, or review audit trails from the console.

Workspace admin guide

Signal Check Action
New integration link due Verify OAuth tokens and scope Initialize integration connector and test sync
Role access warning Inspect role permissions rules Revoke duplicate privileges and lock panel
Custom field requested Triage database schema bounds Build custom field and test in sandbox
Daily audit complete Verify configurations logs Publish settings baseline update

Role decisions

  • Process role tasks according to department policies.
  • Audit input values using automated validation tools.
  • Escalate high-value exceptions to supervisor queue.
  • Confirm daily shift balances match physical audits.
03
Lesson 3 of 3 Practice 14 min

Audit integrations statuses

Role transactions and daily audits must leave proof. Useful evidence includes settings configurations profiles, integrations logs, custom fields registers, and role access logs, which is required for audit logs reviews and system status reports.

Management should review role productivity: task completion times, exception frequencies, and data correction rates indicate training or layout needs.

In practice, closure means custom fields are active, role security rules validate, integrations reconcile, and changes are logged.

Workspace admin checklist

Fields rules are validated
Role permissions are active
Integration sync is checked
Change histories are saved
Security logs are reviewed

Oversight validation

  • Confirm task completion matches registry records.
  • Verify security signatures are logged on overrides.
  • Validate daily close counts match bank deposits.
  • Ensure exception notes are saved to transaction records.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

Take the assessment

More in this path

For Owners & Directors

Open course

For Warehouse Teams

Open course

For Finance Teams

Open course

Help Center

Need a quick answer while you read?

Run inventory, procurement, assets, sales, and field work with approved AWRA guidance for setup, migration, integrations, security, pricing, and support.

Search all approved AWRA public help articles.

Open Help Center