Admin Panel
  • 30 Aug 2023
  • 2 Minutes to read

Admin Panel


Article Summary

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.

AP_ShortcutsNumbered.png

ShortcutDetailsOptions
Quick addClicking 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. AP_ShortcutAdd.png
SearchClick on this icon to open a general serahc pop-u. You can search through your whole location and find the record you need in seconds. You can look for for invoices, customers, companies, teams, and dashboard sections.You can search for any record in your location using the Search shortcut. AP_ShortcutSearch.png
SettingsClicking 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.AP_ShortcutSettings.png

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.

Dashboard

This is the first section you see when you log in to your admin account.

Dashboard_Page

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.

CRM

The CRM section helps you manage your current customer base and reach out to potential new customers.

CRM_Page

Community

The Community section helps you build and foster communities in your space. It also lets you collect feedback from customers via surveys.

Community_Page

Finance

The Finance section lets you manage every aspect related to invoicing and accounting in your space.

Finance_Page 2

Operations

The Operations section helps you manage your space on a day-to-day basis.

Operations_Page 2

Inventory

The Inventory section lets you manage every item you sell in your space along with the resources you make available to customers.

Inventory_Page1

Tasks

This section helps you access and manage all the tasks in your space.

Tasks_Page

You can also filter tasks for easy browsing.

AP_TasksFilter.png

Help Desk

This section lets you access and manage all the help desk requests sent by customers.

HelpDesk_Page

You can filter help desk requests for easy browsing.

AP_HelpDeskFilter.png

Reports and Nexudus Explore

The Reports section lets you access ready-made reports and charts to leverage your space's data.

AP_Reports.png


What's Next
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