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Features

Admin Panel

The Admin Panel provides system-wide management of users, agencies, clients, and platform activity. Available exclusively to platform administrators.

Admin Overview

The Admin Panel is available to users with the platform admin role. It provides centralized management across all agencies and clients on the platform.

The admin interface uses a tabbed layout with sections for Users, Agencies, Clients, Activity Logs, Console Errors, and Notifications.

A Branch/Division system supports US and Canada operations with role-based access filtering.

User Management

Manage all platform users from a single interface:

• Create new user accounts with email and temporary password • Assign roles: Platform Admin, Agency Admin, or Agency Member • Assign users to agencies and clients • Suspend or reactivate user accounts • Reset passwords for locked-out users • Delete user accounts with cascade cleanup • View login history and last active timestamps

Agency Management

Create and manage agencies across the platform:

• Create new agencies with logo upload, contact info, and branch assignment • Edit agency details, branding, and metadata • Assign agencies to branches (US or Canada) • View client counts and team size per agency • Monitor agency activity and usage patterns

Client Management

Comprehensive client administration:

• View all clients across all agencies with inline detail panels • Lock/unlock client status to prevent modifications • Clone demo clients — create pre-populated demo accounts for sales presentations • Cascade deletion — safely remove clients and all associated data • Bulk operations for client status updates

Activity Logs & Monitoring

Monitor platform activity in real-time:

• Activity Logs — Track every user action across the platform with filters by type, user, and date range • Console Errors — Monitor client-side JavaScript errors with stack traces and user context • Page Visit Tracking — See which pages are most visited and by whom • Admin Notifications — System-level alerts for important events like new signups, failed payments, or security issues

Frequently Asked Questions

Who can access the Admin Panel?
Only users with the platform admin role. This is separate from the Agency Admin role.
What is the Branch/Division system?
Branches organize agencies and users by region (US and Canada), enabling filtered views and regional management.
Can I recover deleted clients?
Cascade deletion is permanent. Always verify before deleting. Consider locking inactive clients instead.

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