Org (Admin) Dashboard — Overview

The Org (Admin) dashboard is where an organization admin (a reseller/tenant owner) manages their own customers: provisioning them, pricing their usage, distributing credits, configuring signup and analysis defaults, and handling support feedback — all scoped to a single Organization.

No screenshots exist for this dashboard. It is documented from code: the sidebar comes from app/src/layouts/AdminLayout.tsx, routes from the /admin/* group in app/src/routes.tsx, and APIs from the backend route/controller files. Any UI-layout claim not confirmable from code is tagged > ⚠️ Unverified.

Architecture Overview

How Access Is Decided (Step-by-Step)

1. Route role gate (frontend). app/src/routes.tsx wraps the admin route group in <ProtectedRoute allowedRoles={['admin']}>. A non-admin never reaches /admin/*.
2. Entitlement gate (frontend). A few admin items are additionally wrapped in <FeatureRoute features={[...]}> — Tickets (TICKETING), User Insights (ADMIN_ANALYTICS), Payment Gateway (PAYMENTS), and Connecter (CRM_CONNECTER_MANAGE or WHATSAPP_MANAGE). Without the entitlement the row renders locked.
3. Backend middleware chain. Every admin API runs verifyJwt → requireRole("admin") → requireOrg (→ feature gate where applicable). requireOrg pins the request to the admin's own req.orgUID, so an admin can only ever read/write their own Organization and its customers.

Jargon: Organization = one tenant (a reseller/company) that owns many customer accounts. Admin role = the account owner of that Organization. Entitlement/feature = a paid capability toggled per org (superadmin → org). Replica config = the org's own copy of the superadmin default pricing/preset config it can override. See Feature Entitlements & Bundles and Team RBAC.

Sidebar Menu → What It Does

⚠️ Unverified — the order and grouping below mirror the navItems array in AdminLayout.tsx; there is no screenshot to confirm the rendered layout.

Menu item	Route	Entitlement gate	What it manages
Dashboard	/admin/dashboard	—	Org KPI landing (customers, credits, usage)
Customers	/admin/customers	—	Create/list/edit customers, KYC review, per-customer pricing & credits
Tickets	/admin/tickets	TICKETING	Org-wide helpdesk view
Call Feedback	/admin/feedback	—	Post-call feedback list + stats
User Insights	/admin/user-insights	ADMIN_ANALYTICS	Per-phone-number aggregated call analytics
Config Management	/admin/config	—	Org pricing/preset overrides (config replica)
Signup Config	/admin/signup-config	—	Self-serve signup form/plan defaults
Lead Field Templates	/admin/lead-field-templates	—	Industry lead-field templates seeded to customers
Analysis Schemas	/admin/analysis-schemas	—	Per-industry call-analysis schema definitions
Credits	/admin/credits	—	Distribute/revoke credits, org credit summary
Payment Gateway	/admin/payment-config	PAYMENTS	Razorpay/gateway config for customer top-ups
Phone Numbers	/admin/phone-numbers	—	Org number inventory, assign to customers
Number Provisioning	/admin/provisioning	—	Enable providers per customer, set customer rates
Connecter	/admin/connecter-config	CRM_CONNECTER_MANAGE / WHATSAPP_MANAGE	Org BYO OAuth apps + default mappings
Settings	/admin/settings	—	Org branding + general settings
Account Settings	/admin/account	—	Admin's own account (bottom nav)

File Reference

File	Role	Key items
app/src/layouts/AdminLayout.tsx	Builds the admin sidebar	navItems, bottomNavItems
app/src/routes.tsx	Maps /admin/* paths to pages, wraps the group in ProtectedRoute allowedRoles=['admin']	admin route table
backend/client_backend/src/routes/admin.routes.ts	Core admin API (customers, KYC, credits, org, signup, templates, analysis schemas, feedback)	router.use(verifyJwt, requireRole("admin"), requireOrg)
backend/client_backend/src/routes/admin-provisioning.routes.ts	Per-customer provider enablement + customer rates	mounted at /admin/provisioning
backend/client_backend/src/routes/orgConfigReplica.routes.ts	Org pricing/preset replica (Config Management)	mounted at /api/org-config
backend/client_backend/src/routes/payment.routes.ts	Admin payment-gateway config	/admin/payment-config
backend/client_backend/src/routes/telephony.routes.ts	Admin phone-number inventory + assignment	/admin/phone-numbers*
backend/client_backend/src/routes/userInsight.routes.ts	User Insights aggregates	/api/v1/user-insights/*
backend/client_backend/src/routes/connecterAdmin.routes.ts	Org BYO connecter apps	/api/v2/connecter/admin/*

Data Model

The dashboard reads/writes collections scoped to the admin's Organization. Full schemas live in each section's source doc; see Data Collections for the complete map.

API Endpoints

The overview has no endpoints of its own; it relies on the auth session for role/org context. Each menu item's endpoints are enumerated in Org Dashboard — Sections & APIs.

Current admin + org context

• Method: GET
• Path: /auth/me
• Auth: verifyJwt
• Response: 200 with the admin user, role admin, and the Organization used by ProtectedRoute and requireOrg.

External Integrations

None at the overview level. Section-level integrations: Razorpay (Payment Gateway), telephony providers (Number Provisioning / Phone Numbers), and CRM/WhatsApp OAuth providers (Connecter). Covered in Org Dashboard.

How to Test (End-to-End)

1. Prerequisites: an admin account that owns an Organization, plus the client backend + frontend running.
2. Log in as the admin and confirm you land on /admin/dashboard (a customer/superadmin login must not reach /admin/*).
3. Confirm gated rows (Tickets, User Insights, Payment Gateway, Connecter) are hidden/locked when the org lacks the entitlement, and appear when it is granted.
4. Open each menu item and confirm the landing API returns 200 (no 403 in the network tab) and that data is limited to your own org's customers.

Troubleshooting

Symptom	Cause	Fix
/admin/* redirects to login	Logged-in user is not role admin	Log in with an admin account; see ProtectedRoute
Tickets / User Insights / Payment / Connecter row hidden	Org lacks TICKETING / ADMIN_ANALYTICS / PAYMENTS / connecter entitlement	Grant the feature at the superadmin level
API returns 403 with a valid admin login	requireOrg found no org context, or the resource belongs to another org	Ensure the admin owns an Organization and the target customer is in it
Changes to pricing don't reach a customer	Config replica override not saved/propagated	Re-save in Config Management; see Org Dashboard