> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/administration.md). # Administration - [Subscription and Billing](https://docs.cogram.com/administration/subscription-and-billing.md) - [Authorizing Calendar Integration](https://docs.cogram.com/administration/authorizing-calendar-integration.md): Connecting an Outlook calendar to Cogram may require a request for administrator consent. This page describes how IT administrators can approve such requests. - [Enabling Cogram to join Zoom meetings](https://docs.cogram.com/administration/enabling-cogram-to-join-zoom-meetings.md) - [Single Sign-On (SSO)](https://docs.cogram.com/administration/single-sign-on-sso.md): SAML-based SSO is supported as part of Cogram's Enterprise plan - [Cogram API](https://docs.cogram.com/administration/cogram-api.md) - [Data Exports](https://docs.cogram.com/administration/data-exports.md): Request a multi-part zip export of your organization's data (projects, meetings, emails, documents, drawings, reports, observations, and transmittals) for backup, audit, or migration. - [Data Export Package Layout](https://docs.cogram.com/administration/data-export-package-layout.md): What's inside a Cogram Data Export zip: top-level folders, per-entity layout, file types, and naming conventions. - [Connecting Deltek VantagePoint](https://docs.cogram.com/administration/connecting-vantagepoint.md): Sync projects and team members from Deltek VantagePoint into Cogram, invite your organization's users in bulk, and ask Agent about your VantagePoint data. - [Connecting Unanet ERP A/E](https://docs.cogram.com/administration/connecting-unanet.md): Sync your firm's Unanet ERP A/E projects into Cogram, automatically and instantly. - [Connecting Autodesk Construction Cloud](https://docs.cogram.com/administration/connecting-autodesk-construction-cloud.md): Why connecting Autodesk Construction Cloud is useful (ask Cogram about your ACC projects, files, issues, RFIs, submittals, and more in plain language) and how an admin sets it up. - [Connecting Your File Server](https://docs.cogram.com/administration/connecting-your-file-server.md): How an admin installs Cogram Connector to make Windows file shares available in Cogram. - [Organization Roles](https://docs.cogram.com/administration/organization-roles.md): Understand the three organization-level roles in Cogram (Owner, Admin, and Member) and what each role can do. - [Groups](https://docs.cogram.com/administration/groups.md): Organize users into groups for easier project access management and team structure. - [Project Roles](https://docs.cogram.com/administration/project-roles.md): Understand the project roles in Cogram (Owner, Lead, Member, and Viewer) and what each role can do. - [Licensing](https://docs.cogram.com/administration/licensing.md): How Cogram licensing works: module entitlements, seats, and the two access levels (Full access and View & Respond). - [Asset Visibility](https://docs.cogram.com/administration/asset-visibility.md): Control which project members can see meetings, emails, and reports within a project. - [Project Management Permissions](https://docs.cogram.com/administration/project-management-permissions.md): Control project creation, archiving, and deletion permissions, and manage organization-wide project discoverability defaults. - [Setting up Project Chat](https://docs.cogram.com/administration/project-chat-setup.md): Turn Project Chat on for a project and manage its channels: adding, renaming, archiving, and bringing archived channels back. - [Access Requests](https://docs.cogram.com/administration/access-requests.md): Review and approve project access requests, choose who can grant access, and route new requests to an external email such as a ticketing system. - [Project Types](https://docs.cogram.com/administration/project-types.md): Categorize projects by type: Residential, Commercial, Infrastructure, or any classification your firm uses. Project types appear in the project list, card view, and project sidebar. - [Project Templates](https://docs.cogram.com/administration/project-templates.md): Save reusable project setups that pre-bind groups, project type, email filing, discoverability, and a default description, so you don't reconfigure the same fields every time you create a project. - [Project Import](https://docs.cogram.com/administration/project-import.md): Import projects in bulk from a CSV, Excel, or JSON file with AI-assisted column mapping. - [Report Types](https://docs.cogram.com/administration/report-types.md): Set up the kinds of field reports your team creates, like a Site Visit Report or a Punch List, each with its own form fields and Word templates. - [Custom Fields](https://docs.cogram.com/administration/custom-fields.md): Add form fields like client firm, weather, or persons present to a report type, so your team fills them in on site and they appear in the exported report. - [Drawing Disciplines](https://docs.cogram.com/administration/drawing-disciplines.md): Choose the disciplines (Architectural, Structural, Civil, and so on) Cogram uses to organize your drawings and to classify new uploads automatically. - [Observation Types and Statuses](https://docs.cogram.com/administration/observation-types-and-statuses.md): Choose the Type and Status options your team picks from when capturing observations on site. - [Organization Notification Settings](https://docs.cogram.com/administration/notifications.md): Set default notification preferences for all organization members and lock settings to enforce them, including the new in-app and email channels. - [Organization Learn Words](https://docs.cogram.com/administration/learn-words.md): Teach Cogram organization-wide vocabulary so proper nouns are transcribed correctly for all members. - [Navigation Bar Branding](https://docs.cogram.com/administration/navigation-bar-branding.md): Customize the navigation bar with your organization's logo or name instead of the default Cogram mark. --- # Agent Instructions This documentation is published with GitBook. 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