Admin Guide

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Admin Application User Guide

This guide covers the main areas of the Admin application: user management, rates, analytics, and flow configuration.

Quick navigation

Section Description
User Management Users, groups, and permissions
Rates Rate file upload and management
Analytics Dashboard and reporting
Flow Builder Flows, process, assets, data, reports, and debug

Flow Builder (detailed)

The Flow Builder is where you configure product workflows. It has several top-level tabs:

  1. Flow tab — Flow name, description, instance name, and read-only flow view
  2. Process tab — Canvas, node library, node types, and node configuration panels
  3. Assets tab — Rates, Data Sheets, Data Lookups, Media Library
  4. Data tab — Data flow graph, ancestry, and detail panel
  5. Reports tab — Report manager, page sets, overlays, preview
  6. Debug tab — Issues and Raw JSON editor

Admin Guide

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