Set up the organisation.
Establish the company identity and core reference information that other Presto modules rely upon.
Start Company Setup
Presto Administration Learning Hub
Configure Presto
Configure Presto
with confidence.
Good administration is more than completing setup screens. Build the company foundation, organise people and reporting lines, give users the right access, and keep the operating model current as the organisation changes.
Start where the need is
What are you trying to administer?
You do not need to complete every Administration lesson before becoming useful. Start with the responsibility in front of you, then build out the wider skill set.
Build the organisational model.
Create teams, add staff, allocate roles and keep the Org Chart aligned with how the business actually operates.
Start People & TeamsGive people the right access.
Decide the correct license, organisational reach, dashboards, modules and features for each user.
Start Access & SecurityKeep the model accurate.
Move teams, manage matrix relationships, archive obsolete records and keep access aligned as responsibilities change.
Explore Advanced AdministrationRecommended Administrator Journey
Build the essentials in the same order you would configure a real organisation.
This is the recommended foundation for a new Presto Administrator. It deliberately focuses on the practical screens used most often and leaves specialist or higher-risk administration for the advanced section below.
Administrator Foundation Path
Company setup → People and teams → Access and permissions.
13 Essentials
Phase 1 • Establish the Company Foundation
01
Company Profile & Logo
Create the organisation's core identity in Presto.
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02
Locations
Create reusable physical and operating locations.
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03
Accounts
Maintain client, vendor, partner and external account records.
Admin
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Phase 2 • Build People, Teams & Accountability
04
Creating Teams
Build the basic organisational hierarchy.
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05
Adding Staff
Add people and assign them to the correct team.
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06
Team Branding
Make teams easier to identify throughout the platform.
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07
Role Allocation & Job Descriptions
Connect people with their formal responsibilities.
Admin
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08
Managing Contacts
Maintain the person record behind each Presto user.
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Phase 3 • Configure Access, Security & Permissions
09
License Administration Introduction
Understand the three decisions behind every user profile.
Admin
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10
License Type Configuration
Choose Administrator, Manager, User or Staff / Feeder.
Admin
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11
Hierarchical Configuration
Set how high the user can work and how high they can see.
Admin
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12
Module & Dashboard Permissions
Control dashboards, modules, filters, widgets and reports.
Admin
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13
Reset Staff Password
Support staff access after their profile is configured.
Admin
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Administrator Mindset
Good administration is a governance responsibility.
Presto works best when configuration reflects real accountability rather than simply giving everyone the widest possible access.
Configure around accountability.
Start with what the person or team is responsible for, then configure the structure and access needed to perform that role.
Give the minimum access required.
License type, hierarchical reach and module permissions should deliberately match the user's responsibilities rather than convenience.
Keep the model current.
Teams move, managers change and people leave roles. Administration is an ongoing activity, not a one-time implementation task.
Advanced Administration
Use these tools when the organisation changes or deeper configuration is required.
These activities are important, but most new Administrators do not need them on day one. Several are intentionally restricted because they can materially change the organisational model or company-wide configuration.
Relocating a Team
Move an existing team beneath a new parent or supervisor without rebuilding it.
Admin Open Job Aid →Matrix Reporting Lines
Add secondary or dotted-line reporting relationships without changing the primary hierarchy.
Admin Open Job Aid →Archiving Staff
Remove obsolete staff records carefully while preserving the integrity of the operating structure.
Admin Open Job Aid →Archiving Teams
Remove an obsolete organisational team and its dashboard structure using the controlled archive process.
Super Admin Open Job Aid →Specialist Company Configuration
Company-wide reference settings for Super Administrators.
These settings influence reusable company reference data rather than everyday user administration. They are generally configured less frequently and should be changed deliberately.
Contract Types
Maintain reusable employment or engagement classifications used across staff records.
Super Admin Open Configuration →Titles & Grade Levels
Maintain the standard titles and grading framework used throughout the organisation.
Super Admin Open Configuration →Talent Differentiators
Prepare reusable organisational talent attributes and differentiators as this capability develops.
Super Admin Explore Feature →IT Applications
Maintain the application catalogue used to describe the organisation's technology landscape.
Super Admin Explore Feature →
Access labels:
Admin
Super Admin
Restricted functions are labelled so Administrators can quickly see when additional access is required.
Self-Service for Every User
Teach users how to manage their own password.
Not every security task belongs to an Administrator. Users who forget or want to change their own password have a dedicated self-service route.
Not logged in?
Use Reset here from the Presto Login Page. This is the preferred recovery route when a user has forgotten their password.
Already logged in?
Open the User Profile Menu and select Change Password.
Share the self-service job aid.
Reduce avoidable Administrator support by helping users understand both password-reset methods.
Build the foundation first. Then keep it governed.
A well-administered Presto environment mirrors the organisation clearly: the right company information, the right people in the right structure, and the right access for every user.