The admin panel
On this page
The admin panel is where you watch the health of every account, change tiers, approve upgrades, issue invoices, grant trials, and run trainings - everything a customer can’t do to their own account. This page is the map: how to get in, what each section is for, and the kebab menu you’ll use over and over.
You reach it with a staff account - see getting in. A few of the most sensitive actions need extra permission on top of that; where one applies, that action’s page says so.
Getting in#
You reach the panel from the dashboard, the same way you’d reach your own settings - you just see more. If it isn’t there, your account isn’t set up as staff yet; ask whoever manages staff access.
The sections#
Usage & billing#
The master rollup: every billing account and its workspaces, what they use, what they pay, and what they’re forecast to pay. It carries the revenue classification (trial / managed / comped / paying), the MRR forecast, admin contacts, CSV export, and a 12-month lookback.
At-risk#
The rollup pre-triaged for outreach: pilot hard-blocks, at-cap, approaching-cap, and recently-downgraded accounts, sorted with the most urgent on top.
Payments#
The Mollie side of billing: transactions taken, their statuses, and deep links into Mollie to chase a failed or pending payment. Managed (offline) invoices reconcile against real money here.
Training#
The compliance-training admin: the catalogue, scheduling sessions, completing them (which grants every attendee a one-year licence), and the roster.
Tip
Two jobs don't have their own tab but run through the panel: upgrade requests (the approve/deny queue - see upgrade requests) and partner ops (the toggle, referral ledger, external-led-orgs signal - see partner administration).
The kebab-action model#
Most of what you do happens through a kebab menu - the three-dot (⋮) button next to a row. The rollup and at-risk lists are tables of accounts and workspaces; each row’s kebab opens the actions you can take against that account or workspace.
Workspace actions (per workspace row):
- Change tier - needs extra staff permission. See discounts, trials & tiers.
- Change admin - for when the named admin is unreachable. See discounts, trials & tiers.
- Reset usage - with a reason. See discounts, trials & tiers.
- Discount - scholarship / staff discount / trial, as a percentage. See discounts, trials & tiers.
Account actions (per billing account):
- Grant reverse trial - one month of Changemaker, auto-reverting. See discounts, trials & tiers.
- Discount - the canonical place to set one is the account level. See discounts, trials & tiers.
- Set managed / assign account manager / issue payment link / issue invoice / mark paid - the whole offline-billing flow. See managed & offline billing.
Organisation actions:
- Partner toggle - see partner administration.
Warning
Kebab actions take effect immediately and most are visible to the customer (a tier change, a reset, a discount on their next invoice). There's no draft state. Read the action's page first, and use the reason field where one is offered - it’s the audit trail.
A typical visit#
- Open Usage & billing, pick the month, scan revenue and the MRR forecast.
- Jump to At-risk to see who needs a nudge; use each row’s kebab to reset usage, apply a discount, or grab the admin contact to email.
- Clear the upgrade-request queue - approve the genuine ones, deny the rest.
- If finance needs it, open Payments to reconcile a managed invoice or chase a failed Mollie charge.
- If you ran a training, open Training and complete the session to grant licences.
Related#
- Staff overview - what the panel is and how to get in.
- Usage & billing rollup - the master table you start from.
- Account health & at-risk - the pre-triaged outreach list.
- Tiers & billing - the plans you change from here.
- Roles & permissions - the customer roles the rollup shows.
- Roles & policies in code - the gate, staff policies, and admin API, for engineers.
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