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Administration Overview.

Introduction to the admin dashboard and platform management

Mar 15, 2026

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

What Is an Administrator?

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

What You Can Do

The admin dashboard lets you:

Feature Description
Manage Networks Create and organize network groups
Manage Managers Assign managers to networks
Manage Partners Create and oversee partner accounts
View All Members Access any customer account
System Settings Configure platform-wide settings
Security Monitor and protect the platform
Activity Logs View all platform activity

The Dashboard

When you log in, the dashboard shows:

  • Total members across all networks
  • Active loyalty cards and stamp cards
  • Points issued and rewards redeemed
  • Recent platform activity

User Hierarchy

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 system access.

Managers operate within their assigned network only.

Partners manage their own loyalty programs.

Staff process customer transactions.

Customers collect cards and earn rewards.

See User Roles for detailed permissions.

Key Responsibilities

Creating Networks

Networks group managers and partners for organizational purposes. Use them for:

  • Geographic regions
  • Brands or franchises
  • Client groups
  • Business districts

See Understanding Networks for details.

Managing Managers

Managers are administrators with limited scope. They can only:

  • Create partners in their assigned network
  • View partner data in their network
  • Cannot access other networks or system settings

See Managers for details.

Managing Partners

You can:

  • Create partner accounts directly
  • Assign partners to networks
  • View and edit any partner
  • Configure partner permissions and limits

See Partner Permissions & Limits for details on controlling feature access.

Configuring Settings

Platform-wide settings include:

  • Branding and appearance
  • Email configuration
  • Security options
  • Compliance settings
  • Loyalty card defaults
  • PWA configuration — Offline access and mobile app experience

Monitoring Security

Keep the platform secure by:

  • Reviewing activity logs
  • Monitoring failed login attempts
  • Managing user access
  • Maintaining data integrity

Database Maintenance

Maintain optimal platform performance:

  • Purge old activity logs — Remove records older than your retention period to free up database space. See Managing Activity Log Size for details.
  • Purge ghost members — Remove anonymous members who never interacted with the platform. Navigate to Members → Purge Ghost Members to get started.
  • Monitor storage usage — Keep track of database growth over time

Ghost Member Purge

When anonymous mode is enabled, every unique visitor creates a member account. Over time, this can accumulate thousands of inactive accounts from one-time visitors who never engaged with any loyalty program.

The ghost member purge tool lets you safely clean up these accounts:

  1. Navigate to Members in the admin sidebar
  2. Click the Purge Ghost Members button
  3. Select a retention period (1, 3, 6, 12, or 24 months)
  4. Review the breakdown — you'll see exactly how many accounts will be affected
  5. Click Purge and confirm in the modal

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

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

Every purge action is logged in the Activity Logs for audit purposes.

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