🏢Admin Workflows

A brief description of the Admin app sections: Admin, Reports, and Insights.

Portal Tabs

1. Admin Tab: This section is usually for managing users, settings, and system configurations.

Common actions include:

  • Adding or removing users

  • Changing user roles/permissions

  • Updating system settings

  • Managing security and access controls

2. Reports Tab: This is where you can generate, view, and download reports.

Typical functionalities:

  • Viewing pre-built reports

  • Customizing reports with filters

  • Exporting reports (e.g., CSV, PDF)

  • Scheduling automatic report generation

3. Insights Tab: This section provides analytics and visual dashboards to help you understand trends and performance.

Key features might include:

  • Interactive charts and graphs

  • KPIs and performance metrics

  • Predictive analytics

  • Data exploration tools

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