Admin portal (platform)
The admin portal is for platform-level administrators who manage organizations and related setup. It is not the same as the day-to-day staff ERP used for customers and operations.
Who uses it
People responsible for:
- Creating or maintaining organizations (tenants) on the platform.
- High-level configuration that applies when an organization is first set up or updated.
Day-to-day customer service and investment processing still happen in the internal ERP, not here.
Main areas
Dashboard
A starting point after sign-in for platform administrators. Use it for summaries or shortcuts your deployment provides.
Organizations
- Organizations — browse and manage organization records.
- New organization — start the flow to add an organization when your governance allows.
Follow your internal checklist for who may create organizations and what approvals are required before go-live.
Access and governance
Access to the admin portal should be tightly controlled. Platform administrators can affect many customers if misused. Review access regularly and remove accounts that no longer need it.
Related
- System overview — how this differs from the staff ERP and customer apps.
- Staff ERP — people and access — organization-level roles inside the ERP (different scope from platform admin).