Documentation/Administration
Admin overview
What the admin panel covers and who can see it.
Administrators only. These screens are visible only to users with an admin role. If you don't see an Admin section in your sidebar, this section isn't relevant to you.
The admin panel is where platform operators review content before it goes out, manage customer accounts, define the plans customers can buy, and handle incoming sales enquiries.
| Section | Purpose |
|---|---|
| Dashboard | Platform-wide overview |
| Review Campaigns | Approve or reject campaigns before they send |
| Templates | Approve or reject submitted templates |
| Roles & Permissions | Define the roles customers can assign to their team |
| Company | Manage customer accounts |
| Packages | Define subscription plans |
| Payment History | All transactions across the platform |
| Demo Requests | "Book a Demo" enquiries |
| Contact Requests | "Contact Us" enquiries |
Admin best practices
- Review promptly. Campaigns sit blocked until someone approves them — a slow queue is a customer-experience problem.
- Always explain rejections so customers can fix things themselves.
- Watch active errors and near-quota accounts — these are your churn and support risks.
- Use "Allow full access" sparingly. It bypasses all plan gating; prefer moving the customer to the right package.
- Deactivate rather than delete unless you're certain — deletion is irreversible.