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Start here → Getting around/admin3 min

Getting around

Sign in with the email and password you were given, and you land on the Dashboard. From there, every screen has the same bar across the top.

The top bar of the admin portal with each tab numbered
The six tabs, left to right.
The top bar of the admin portal with each tab numbered

Click anywhere, or press Esc, to close.

  1. Dashboard — the overview you land on.
  2. Members — people, and the Teams tab.
  3. Plans — what you sell, plus discount codes, donations and gifts.
  4. Reports — money that actually reached the bank.
  5. Health — is anything broken, and the dead-letter queue.
  6. Settings — connections, sandboxes, backups and the rest of the operator tools.

Sub-tabs

Four of the six tabs hide more screens underneath. They appear as a row under the page title.

Sub-tabs under the Plans title
Plans, Discount codes, Donations and Gifts all live under the Plans tab.
Sub-tabs under the Plans title

Click anywhere, or press Esc, to close.

Which data am I looking at?

The badge at the top left is the environment. Production is real money and real members. Anything else is a practice sandbox.

The environment badge in the top bar
Always check this before you change anything.
The environment badge in the top bar

Click anywhere, or press Esc, to close.

Check the badge before every change

Practising in a sandbox is free. The same click in production charges someone.

The menu

The button at the far right holds the tabs again on a narrow screen, and Sign out. Use it on any shared computer.

The menu open, showing Sign out
Sign out lives here.
The menu open, showing Sign out

Click anywhere, or press Esc, to close.

Internal staff guide. Screenshots come from the rehearsal rig, never from live data.