The admin area manages users, licences and finances. The customer portal is a lean view for external recipients.
Admin area
- User management – search/filter the user list, activate/deactivate accounts, assign licences and resellers, view notes and projects.
- Licence management – create/edit licence groups, set feature switches, manage revenues and licence tasks.
- Finances – revenue chart, liquidity planning and planning items per year.
- Reseller & Notifuse – maintain reseller branding and assign e-mail templates per category.
- Customer status & audit – maintain customer status (red/yellow/green) and tickets, query security/activity logs.
- Project storage & monitoring – monitor buckets, migrate/consolidate projects, check search-index status.
Customer portal
- Dashboard – welcome area with metrics on messages, documents and tasks.
- Documents & requests – view/download documents and answer document requests by upload.
- Calendar & messages – see your tasks in the calendar and communicate in live chat.