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Admin Guide

Administrative features and workflows for PulseStage.

Admin Role

Admins have full access to all features: - Manage teams and users - Configure tenant settings - View audit logs - Monitor email queue - Export data - Manage tags - Access all team content

See Roles & Permissions for complete role details.

Common Tasks

Access Admin Panel

Navigate to Admin → Overview in the main navigation.

Manage Users

  1. Admin → Users
  2. Search for user by email or name
  3. Click user to edit:
  4. Assign roles (viewer, member, moderator, admin, owner)
  5. Set primary team
  6. Add/remove team memberships

Create Teams

  1. Admin → Teams
  2. Click "Create Team"
  3. Enter details:
  4. Name (e.g., "Engineering")
  5. Slug (e.g., "engineering")
  6. Description (optional)

See Team Management.

Monitor Activity

  1. Audit Logs: Admin → Audit Logs
  2. Filter by actor, action, entity, date

  3. Export as CSV/JSON

  4. Email Queue: Admin → Email Queue

  5. View pending and sent emails

  6. Retry failed emails

  7. Moderation Stats: Admin → Moderation

  8. View moderator activity
  9. Track response times

Configure Settings

Admin → Tenant Settings:

  • Branding
  • Website title
  • Welcome message

  • Logo URL

  • Theme

  • Choose from 3 built-in themes

  • Light/dark mode preference

  • Features

  • Enable/disable pulse invitations
  • Configure cohort size
  • Set participation threshold

See handbook/ADMIN_GUIDE.md for complete admin documentation.

System Administration

Health Monitoring

Check system health: - API: http://localhost:3000/health - Database connectivity - Redis connectivity - Rate limiting status

Email Configuration

Monitor email delivery: 1. Admin → Email Queue 2. View all pending and sent emails 3. Retry failed emails 4. Check email provider status

See handbook/INTEGRATIONS/EMAIL.md.

Security Monitoring

  1. Audit Logs: Track all admin/moderator actions
  2. Rate Limiting: Monitor API request rates
  3. Content Moderation: Review flagged content

See handbook/SECURITY_MODEL.md.

Data Management

Backups

Export data regularly: - Questions: Admin → Export → Questions - Pulse: Admin → Export → Pulse Responses - Audit Logs: Admin → Export → Audit Logs

Format: CSV or JSON

Data Retention

  • Audit logs: Retained indefinitely
  • Pulse responses: Anonymous, retained indefinitely
  • Questions: Retained until deleted
  • User data: Retained until account deleted

Troubleshooting

Cannot Access Admin Panel

Verify your role: 1. Contact another admin or owner 2. Check database: SELECT role FROM "User" WHERE email='your@email.com';

Required role: Admin or Owner

Users Cannot Log In

  1. Check authentication configuration (Admin → Tenant Settings)
  2. Verify OAuth apps are configured
  3. Check audit logs for failed login attempts

Email Not Sending

  1. Admin → Email Queue
  2. Check failed emails
  3. Verify email provider configuration
  4. Test with Admin → Send Test Email

Best Practices

  1. Regular Audits: Review audit logs weekly
  2. Role Assignment: Grant minimum necessary permissions
  3. Team Organization: Create teams that match your org structure
  4. Tag Management: Maintain consistent tag taxonomy
  5. Data Exports: Regular backups of critical data

Next Steps