Admin Portal Overview

Overview of the Admin section — manage members, invitations, roles, API keys, and usage reporting.

Overview

The Admin section is where you manage your organization's members, control who has access to what, generate API keys for integrations, and track lot usage and costs.

To access the Admin section, click Admin in the sidebar navigation. You will be automatically directed to the first page you have permission to view.

ℹ️ Note: The pages you see in the Admin section depend on your role's permissions. If you don't see a page listed below, you may not have the required permission — contact your organization administrator for access.

Admin Pages

Page

What You Can Do

Permission Required

Members

View all organization members, search for people, change member roles, and remove members.

Member: Manage

Invitations

View pending invitations, invite new users by email, and revoke invitations.

Member: Manage

Roles

View, create, edit, duplicate, and delete roles. Control what permissions each role grants.

Role: Read

Usage

Track lot counts and estimated costs by quarter, brand, and community.

None — available to all members

API Keys

Create, view, and delete API keys for external integrations.

Key: Manage

Navigating the Admin Section

Once inside the Admin section, use the sidebar menu on the left to switch between pages. The sidebar only shows pages you have permission to access. The currently active page is highlighted.

Common Admin Actions

Adding a New User

  1. Go to AdminInvitations.

  2. Click Invite Users and enter the person's email address.

  3. After they accept, go to AdminMembers and assign them a role.

Removing a User

  1. Go to AdminMembers.

  2. Click the trash icon next to the member's name and confirm.

Setting Up Permissions

  1. Go to AdminRoles.

  2. Create a role (or duplicate an existing one) and select the permissions it should include.

  3. Go to AdminMembers and assign the role to the appropriate members.

Frequently Asked Questions