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Admin Area Guide

Complete guide to using the admin area

Admin Area Guide

Dashboard

Overview of:

  • Total clients, invoices, revenue
  • Active services and open tickets
  • Payment gateway balances
  • Recent activity

Clients

  • Manage client accounts
  • View client details and history
  • Login as client (impersonation)
  • Assign clients to groups
  • Add internal notes

Client Groups

  • Create and manage client groups
  • Set group discounts
  • Target announcements to groups

Products

  • Create and manage products/services
  • Assign modules (servers, registrars)
  • Organize into categories
  • Set pricing per billing cycle
  • Add product add-ons

Orders

  • View pending orders
  • Approve orders to create services automatically
  • Require approval before activation

Invoices

  • View and manage invoices
  • Mark invoices as paid manually
  • Download PDF invoices
  • Apply credits to invoices

Tickets

  • Support ticket management
  • Organize by departments
  • Assign tickets to staff
  • View activity logs

Domains

  • View and manage client domains
  • Domain registration status

Reports

  • Comprehensive reporting hub
  • Performance, sales, billing, and client reports
  • Export capabilities

Modules

  • Enable/disable modules
  • Configure payment gateways
  • Configure domain registrars
  • Configure server modules

Settings

  • System configuration
  • Numbering formats
  • File upload settings
  • Security settings
  • Billing settings