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Administration overview.

What an administrator runs: the people, the businesses, and the installation, with settings, billing, and health each in their own guide.

Jul 21, 2026

The admin dashboard is your control center for managing the entire platform. Access it at /admin on your domain.

Settings, billing, and system health each have their own guide now. This page covers the work that is the administrator's alone: the people, the businesses, and the daily operator tasks. It points you to the rest as you need it.

Administrators have full system access. They manage the platform itself, not just individual loyalty programs.

  1. Sign in at /admin and read the dashboard: partners, members, activity, and the accounts that need attention.
  2. Create a network if you group businesses by region, brand, or district. Skip it for a single business.
  3. Create a partner, or open self-registration, and set what each plan allows.
  4. Give the installation its identity in Platform settings and branding: name, logo, languages, and email.
  5. Decide how partners are billed in Plans and billing, or leave it on manual.
  6. Bring Health center checks to green and prove that a backup restores.

The dashboard

When you sign in, the dashboard gives you the platform at a glance:

  • Headline numbers for partners, members, and activity, each with its recent trend
  • A chart of the last seven days
  • The open support tickets
  • The accounts that need attention
  • The newest partners to join

The admin dashboard with headline numbers and trends, a seven-day chart, open support tickets, an activity feed, and recent partners.

Managers see a focused version with the partners and support work their role covers.

Who does what

The platform uses a hierarchical structure:

graph TD
    A["Administrator"] --> B["Manager (optional)"]
    B --> C["Partner"]
    C --> D["Staff"]
    D --> E["Member (Customer)"]

Administrators have full access. Managers operate within their assigned network only. Partners manage their own loyalty programs. Staff process customer transactions. Members collect cards and earn rewards.

See User roles for the full permission map.

The people and businesses you manage

Networks

Networks group managers and partners for organizational reasons: geographic regions, brands or franchises, client groups, or business districts. See Networks.

Managers

Managers are administrators with a limited scope. They create partners in their assigned network and view that network's data, but cannot reach other networks or the installation settings. See Managers.

Partners

You create partner accounts, assign them to networks, edit any of them, and set their feature access and limits. See Partner permissions and limits.

Opening a partner account (impersonation)

Each row in the partners list carries a Log in to account key. Select it to open that business in the partner app and see what it sees, which helps you answer a support question or check a setup.

While you are in a partner account, an operator bar sits pinned to the top of the content area on every partner page. It carries an amber Admin session badge, names the business and your admin name (for example, "Prime Deli · via James"), and holds one control: Return to admin. The bar rests on its own surface, light in light mode and dark in dark mode, so you always know you are looking at a partner as an operator, not as the partner. Partners and members never see this bar; it appears only during your session.

A partner dashboard opened by the operator, with the pinned bar, its amber Admin session badge, and the business name with "via James".

To leave, select Return to admin. You land back on the partners list, and your admin session is where you left it. Signing out from inside the partner account does the same thing, so you never get stranded on the partner login. If you had your own separate partner login open before you started, that session returns to you when you leave.

Deleting a business

Keep the platform secure by:

Keeping member records clean

When you turn on anonymous mode, every unique visitor creates a member account. Over time you can end up with thousands of inactive accounts from one-time visitors who never used any program.

Maintain optimal platform performance:

  1. Go to Members in the admin sidebar.
  2. Select Purge Ghost Members.
  3. Choose a retention period (1, 3, 6, 12, or 24 months).
  4. Review the breakdown, which shows how many accounts it will remove.
  5. Select Purge and confirm.

What gets deleted: only anonymous members with zero interactions, no email linked, no card interactions, no transactions, no stamps, and no vouchers, created before the selected date.

What is always preserved: registered members with an email, and any member who has ever earned points, stamps, or vouchers, or interacted with a card.

The Activity logs record every purge for audit. To trim the logs themselves, see Managing activity log size.

For scoped exports of transaction, stamp, and voucher history, see Data export.

Where the rest of the operator work lives

Three areas that used to sit under administration now have their own guides:

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