Portal Overview
Platform administration, technical support, and integration troubleshooting
Overview
The Admin Portal provides platform administrators with tools to manage users, configure global settings, support organizations, troubleshoot integrations, and maintain system health.
Role & Responsibilities
Platform administrators (ROLE_PLATFORM_ADMIN role) have access to:
- Technical Support: Assist client organizations with configuration issues
- Integration Troubleshooting: Diagnose and resolve third-party integration problems
- System Monitoring: View platform health and performance metrics
Access Control
| Role | Access Level |
|---|---|
| ROLE_PLATFORM_ADMIN | Full access to Admin Portal |
| ROLE_CLIENT_ADMIN | No access |
| ROLE_CLIENT_USER | No access |
| ROLE_MEMBER | No access |
| ROLE_SPONSOR_USER | No access |
| ROLE_SPONSOR_ADMIN | No access |
Features
User Management
Create, edit, deactivate, and impersonate users across all tenants and roles
Platform Settings
Configure global platform defaults, security, and system-wide settings
WordPress Support
Troubleshoot WordPress plugin installations and configuration
Xero Troubleshooting
Diagnose Xero accounting integration issues
Salesforce Troubleshooting
Resolve Salesforce CRM sync problems
HubSpot Troubleshooting
Debug HubSpot integration and data flow
Stripe Troubleshooting
Investigate payment processing issues
Acceptance Criteria
Frontend
- Admin UI supports the workflows described on this page.
Backend / API
- Admin actions persist changes and are reflected across the product.
Permissions
- Only platform admins can access these screens.
Business Rules
- Changes are audited where applicable.
Error Handling
- Invalid operations display clear errors and do not partially apply changes.