Admin Tools

Administrative tools and system management

User Analytics & Behavior

User behavior analytics tracking active users, growth trends, session data, geographic distribution, and engagement metrics.

System Health Monitoring

Real-time system health monitoring dashboard with status indicators, metrics, and detailed drill-down capabilities.

Performance Analytics Dashboard

Performance monitoring dashboard with request metrics, error tracking, resource utilization, and database query analysis.

Admin Dashboard Overview & Authentication

Comprehensive guide to admin dashboard access, authentication, and security requirements including JWT, RBAC, and 2FA.

Feature Flag Management

Feature flag management system for creating, editing, and toggling features across deployments with rollback capabilities.

CI/CD Pipeline Monitoring

CI/CD pipeline monitoring with build status, accessibility compliance, Storybook integration, and GitHub repository health.

Business Intelligence & Analytics

Business intelligence dashboard with KPIs, trend analysis, forecasting, and cross-deployment performance comparison.

Release Notes Management

Manage platform release announcements and version updates. Create, edit, and publish release notes with comprehensive version tracking.

Monitoring Configuration Guide

Step-by-step guide for configuring email notifications, SMTP setup with Gmail, and enabling optional Slack/PagerDuty integrations for alert notifications.

Monitoring & Alerting System Overview

Overview of Sampo's automated monitoring and alerting system with Prometheus, Alertmanager, and Grafana for real-time health tracking and incident notifications.

Alert Response Guide

Step-by-step response procedures for common alerts including API outages, performance issues, and infrastructure problems with diagnosis and resolution steps.

GitHub Actions Build & Deploy Guide (GHCR)

Automated deployment using GitHub Actions and GitHub Container Registry (GHCR). Push to main branch, receive email notification, deploy to production in ~21 minutes.

Feedback Triage Dashboard

Manage alpha testing feedback reports. Filter and search feedback by status, severity, category, and date range. Track and triage user-reported issues.

Event System Dashboard

Overview of the Event System Dashboard showing real-time event-driven architecture metrics, event emission rates, and system health monitoring.

Event Metrics

Comprehensive analytics and historical trends for event-driven architecture. Analyze performance patterns, error trends, and system capacity over time.

Event Flow

Real-time visualization of events flowing through the system. Monitor event lifecycle from emission through processing to completion or failure.

Admin Diagnostics Dashboard

Monitor system health and view build information for web and API services. Track Git versions, build timestamps, and environment configuration.

Deployment Troubleshooting Guide

Comprehensive troubleshooting guide for Docker deployment issues including container failures, database problems, network issues, and performance degradation with diagnostic commands and step-by-step solutions.

Deployment Quick Start Guide

Quick start guide for new team members to learn the deployment system with step-by-step walkthrough, common scenarios, and hands-on exercises.

Docker Deployment System Overview

Overview of Sampo's automated Docker deployment system with built-in resilience features including validation, smoke tests, and rollback capabilities.

Build Performance Optimization

Guide to optimizing Docker build performance with cache analytics, Dockerfile best practices, and troubleshooting slow builds for faster deployments.

Dead Letter Queue

Manage failed events that couldn't be processed. Learn how to retry, resolve, or discard events and troubleshoot common failure patterns.

Customer Management Troubleshooting

Troubleshoot common customer management errors and performance issues with detailed solutions.

Customer Management Overview

Comprehensive tools for managing companies (customers) and their associated contacts with audit trails.

Customer Listings Integration

Integrate customer contacts with job listing creation using automatic contact data copying.

Editing Customer Information

Edit customer information with validation and audit trail tracking for all modifications.

Creating New Customers

Create new customer accounts with User creation in atomic transaction and auto-generated passwords.

Managing Customer Contacts

Add, edit, and delete customer contacts with soft delete and audit trail preservation.

Customer Activation States

Understand internal/external activation states and soft delete process for customer management.

CRM Workflows

Build automation rules that trigger actions in response to CRM events — assign tasks, send notifications, and update records automatically.

CRM Tasks

Create, assign, and track follow-up tasks across all organizations. Filter by status, priority, or overdue state and complete tasks in bulk.

CRM Tags

Create and manage color-coded tags to categorize and filter organizations across the CRM.

CRM Pipeline

Visualize and manage where every employer sits in your sales process using a drag-and-drop kanban board with customizable pipeline stages.

CRM Overview

The CRM hub gives you a live snapshot of open tasks, overdue follow-ups, activity trends, and quick links to every part of the relationship management tools.

CRM Notes

Log call summaries, meeting notes, follow-ups, and email records against organizations and listings. Search and filter across all notes in one place.

CRM Leads

Capture and track inbound leads, score them automatically, and convert qualified leads into organization records with one click.

CRM Guide

A complete reference for the Sampo CRM — how the pieces connect, how to manage your pipeline from first contact to closed deal, and how to automate recurring work.

CRM Deals

Track active deals tied to organizations, estimate revenue with weighted forecasting, and log every communication against a deal record.

CRM Custom Fields

Define additional data fields for CRM entities — organizations, notes, and tasks — to capture information specific to your deployment.

Audit Trail Troubleshooting & FAQs

Troubleshooting common issues, FAQs, and solutions for audit trail access.

Audit Trail System Overview

Comprehensive tracking of administrative actions, security events, and business operations for compliance.

Compliance & Data Retention

Regulatory compliance standards, data retention policies, and immutability guarantees.

Accessing the Audit Trail Dashboard

Access and navigate the Audit Trail dashboard for comprehensive event monitoring.

Admin Approval Workflow Overview

Learn how the admin approval workflow manages customer-submitted job listings through a secure, multi-step process.

Approval Workflow Troubleshooting & FAQs

Security practices, audit trail access, troubleshooting guide, and frequently asked questions.

Reviewing Customer Submissions

Review customer-submitted listings using the preview page and admin review checklist.

Rejecting Customer Submissions

Reject non-compliant submissions with detailed feedback and enable customer resubmission workflow.

Email Notifications & Status Transitions

Automated email notifications and listing status transitions during the approval workflow.

Accessing Pending Submissions

Access and filter customer submissions awaiting admin review through the Customers dashboard.

QuickBooks Integration

QuickBooks Online integration for automated customer creation, invoice synchronization, and billing management.

Account Management Overview

Overview of account management system, organizational billing capabilities, and key concepts including members and status lifecycle.

Managing Account Members

Guide for adding, updating, and removing account members with role-based permissions and invitation workflows.

Creating Accounts

Step-by-step guide for creating new accounts with required information, optional QuickBooks integration, and creation workflow.

Account Management Best Practices

Best practices for account setup, member management, status transitions, and QuickBooks synchronization.

Admin Billing Dashboard Overview

Overview of the Admin Billing dashboard, including Orders, Packages, Add-ons, and Settings tabs, with role and workflow guidance.

Admin Billing Orders Tab

Use the Orders tab to monitor invoice lifecycle status, filter order records, and open order-level billing details.

Billing Order Details and Invoice Actions

Open an order row to review billing contact, line items, invoice links, and available invoice actions.

Billing Packages Management

Create, edit, archive, and sync listing packages used for order billing and invoice generation.

Billing Add-ons Management

Manage billable listing add-ons, including pricing model, visibility, activation state, and QuickBooks synchronization.

Billing Settings, Reminders, and QuickBooks

Configure invoice reminder schedules and manage QuickBooks Online connection status for billing automation.

Admin Orders Billing Lifecycle

Monitor and manage billing lifecycle states from the main Admin Orders page, including invoice-related status tracking.

Order Detail Billing Panel

Use the order detail billing panel to create invoices, record payments, and perform invoice state transitions with full context.

Create Order with Billing Assignment

Create listing orders with correct billing account assignment, package selection, and optional add-ons for accurate invoice ownership.

QuickBooks Integration for Billing Operations

Manage QuickBooks Online connectivity from Admin Integrations to support invoice and payment synchronization workflows.