- 24 May 2023
- 2 Minutes to read
- Updated on 24 May 2023
- 2 Minutes to read
What Is the Admin Panel?
The Admin Panel is the admin-facing side of the Nexudus platform. It is designed to help you and your staff manage your space on a daily basis.
Quick Actions Menu
The Admin Panel includes several shortcuts within the navigation menu to help you manage your space efficiently.
|Quick add||Clicking on this icon lets you complete recurring actions in a few clicks, no matter where you are on theAdmin Panel.||You can create customers, teams, invoices, bookings, tasks, and products from the Quick add shortcut.|
|Search||Clicking on this icon opens a general search pop up. You can use it to search your entire account and find specific records in just a few clicks. You can search for invoices, customers, companies, teams, and dashboard sections.||You can search for any record in your location using the Search shortcut.|
|Settings||Clicking on this icon takes you to the Settings page of the current location. You can start editing them from there.||You can access all settings for your location using the Settings shortcut.|
Admin Panel 's Sections
The Admin Panel also includes a main navigation menu to help you quickly jump between sections. Each section helps you manage a different area of your space.
This is the first section you see when you log in to your admin account.
This section includes tiles that summarize what's happening in your space that day. It also includes two graphs that let you see your space's contract signups and total revenue over the last 12 months.
The CRM section helps you manage your current customer base and reach out to potential new customers.
The Community section helps you build and foster communities in your space. It also lets you collect feedback from customers via surveys.
The Finance section lets you manage every aspect related to invoicing and accounting in your space.
The Operations section helps you manage your space on a day-to-day basis.
The Inventory section lets you manage every item you sell in your space along with the resources you make available to customers.
This section helps you access and manage all the task in your space.
You can also filter tasks for easy browsing.
This section lets you access and manage all the help desk requests sent by customers.
You can filter help desk requests for easy browsing.
Reports and Nexudus Explore
The Reports section lets you access ready-made reports and charts to leverage your space's data.