Org (Admin) Dashboard — Sections & APIs

Section-by-section reference for every Org (Admin) menu item: its route, the backend API it calls (method + path), the controller/service behind it, and the MongoDB collection(s) it writes.

No screenshots exist for this dashboard. Menu order and item names come from app/src/layouts/AdminLayout.tsx; routes from the /admin/* group in app/src/routes.tsx. UI-layout claims not confirmable from code are tagged > ⚠️ Unverified. See the Org overview for role gating.

Architecture Overview

All admin APIs mounted from admin.routes.ts share one guard: router.use(verifyJwt, requireRole("admin"), requireOrg). Paths below are shown with their mount prefix (/admin for admin.routes.ts, /admin/provisioning for provisioning, /api/org-config for the config replica).

1. Dashboard — /admin/dashboard

Landing KPI view. Page: pages/admin/DashboardPage.tsx. It aggregates existing admin reads (customers, credit summary); it has no dedicated write.

• Customer count / listing → GET /admin/customers (listCustomers)
• Org credit summary → GET /admin/credit-summary (getOrgCreditSummary)

⚠️ Unverified — the exact KPI cards rendered on the landing page are not confirmable from code alone.

2. Customers — /admin/customers

Create, list, edit customers; reset passwords; review KYC; manage per-customer credits and pricing. Controllers: admin.controller.ts, kyc.controller.ts, credit.controller.ts, servicePricing.controller.ts, deletion.controller.ts, emailAuth.controller.ts.

Action	Method + Path	Handler	Collection(s) written
Create customer	POST /admin/customers	createCustomer	User
List customers	GET /admin/customers	listCustomers	— (read)
Get customer	GET /admin/customers/:customerId	getCustomer	— (read)
Update customer	PUT /admin/customers/:customerId	updateCustomer	User
Reset password	PUT /admin/customers/:customerId/reset-password	resetCustomerPassword	User
Delete customer	POST /admin/customers/:customerUID/delete	deleteCustomer	User (+ cascades)
Resend onboarding	POST /admin/resend-onboarding/:userUID	adminResendOnboarding	EmailToken
Get KYC	GET /admin/customers/:customerId/kyc	getCustomerKyc	— (read)
Review KYC	PUT /admin/customers/:customerId/kyc/review	reviewCustomerKyc	Kyc
Grant KYC grace	PUT /admin/customers/:customerId/kyc/grace	grantCustomerKycGrace	Kyc
Update KYC	PUT /admin/customers/:customerId/kyc	updateCustomerKyc	Kyc
Per-customer service pricing	PUT /admin/customers/:customerUID/service-pricing/:presetId	upsertCustomerServicePricing	ServicePricing
Remove service pricing	DELETE /admin/customers/:customerUID/service-pricing/:presetId	deleteCustomerServicePricing	ServicePricing

3. Tickets — /admin/tickets (entitlement TICKETING)

Org-wide helpdesk view. Page: pages/admin/TicketsPage.tsx. Uses the shared ticket API (ticket.routes.ts, mounted at /), with four layers of checks (verifyJwt → requireFeatureAccess → resolveTicketScope → requireTicketPermission).

• List tickets → GET /api/tickets (listTickets) — reads Ticket
• Ticket stats → GET /api/tickets/stats (getTicketStats)
• Ticket detail → GET /api/tickets/:id (getTicketById) — reads Ticket, TicketMessage, TicketEvent

See Customer → Tickets for the full ticket data model.

4. Call Feedback — /admin/feedback

Post-call feedback list + stats. Controller: admin.controller.ts.

• Feedback list → GET /admin/feedback (getFeedbackList)
• Feedback stats → GET /admin/feedback/stats (getFeedbackStats)
• Stream a recording (org access) → GET /admin/recording/:contactUID (adminStreamRecording)

Reads live-call feedback aggregated from the Contact / call records; this view does not write new collections.

5. User Insights — /admin/user-insights (entitlement ADMIN_ANALYTICS)

Aggregates Contact data by unique phone number across all campaigns/agents in the org. Route file: userInsight.routes.ts (gated by FEATURE_MAP.tokenAnalytics). Controller: userInsight.controller.ts.

Action	Method + Path	Handler
List unique users	GET /api/v1/user-insights/users	listUniqueUsers
User's calls	GET /api/v1/user-insights/users/:phone/calls	getUserCalls
User report	GET /api/v1/user-insights/users/:phone/report	getUserReport

Read-only over the Contact collection. See User Insight Dashboard.

6. Config Management — /admin/config

Org's own pricing/preset overrides on top of the superadmin default config — the config replica. Route file: orgConfigReplica.routes.ts (mounted at /api/org-config). Controller: orgConfigReplica.controller.ts.

Action	Method + Path	Handler	Collection(s)
Get merged replica	GET /api/org-config/replica	getOrgConfigReplica	OrgConfigReplica (read)
Set preset rate	PUT /api/org-config/replica/presets/:presetId/rate	updatePresetRate	OrgConfigReplica
Toggle preset visibility	PUT /api/org-config/replica/presets/:presetId/visibility	updatePresetVisibility	OrgConfigReplica
Batch save overrides	PUT /api/org-config/replica/presets/batch	batchUpdatePresets	OrgConfigReplica
Addon rates (recording/transcription/analysis)	GET/PUT /api/org-config/replica/addon-rates	getAddonRates / updateAddonRates	OrgConfigReplica
Per-customer addon rates	GET/PUT/DELETE /api/org-config/replica/addon-rates/customers/:customerUID	getCustomerAddonRates / upsertCustomerAddonRates / deleteCustomerAddonRates	CustomerAddonPricing
Platform fee	GET/PUT /api/org-config/replica/platform-fee	getPlatformFee / updatePlatformFee	OrgConfigReplica
P2P fee	GET/PUT /api/org-config/replica/p2p-fee	getP2pFee / updateP2pFee	OrgConfigReplica
Per-customer fees	GET/PUT/DELETE /api/org-config/replica/fees/customers/:customerUID	getCustomerFees / upsertCustomerFees / deleteCustomerFees	CustomerFeePricing

This is the admin side; the superadmin sets the per-org baseline via the same router's /replica/:orgUID/* endpoints (see Superadmin Dashboard, Per-Org Rates). See Call Fee Model and Service Pricing.

7. Signup Config — /admin/signup-config

Self-serve signup defaults (plan, form fields). Controller: admin.controller.ts.

• Get signup config → GET /admin/signup-config (getSignupConfig) — reads Organization
• Update signup config → PUT /admin/signup-config (updateSignupConfig) — writes Organization

8. Lead Field Templates — /admin/lead-field-templates

Industry-specific lead-field + system-column + lead-journey templates, auto-seeded to the org's customers. Controllers: orgIndustryTemplate.controller.ts, orgSystemColumn.controller.ts, orgLeadJourneyTemplate.controller.ts.

Action	Method + Path	Handler
Get industry templates	GET /admin/industry-templates	getIndustryTemplates
Update industry templates	PUT /admin/industry-templates	updateIndustryTemplates
Get/update system columns	GET/PUT /admin/system-columns	getSystemColumns / updateSystemColumns
Add org system column	POST /admin/system-columns/add	addSystemColumn
Edit/remove addition	PUT/DELETE /admin/system-columns/addition/:fieldKey	editSystemColumn / removeSystemColumn
Lead-journey templates	GET/PUT /admin/lead-journey-templates	getLeadJourneyTemplates / updateLeadJourneyTemplates
Seed a journey template	POST /admin/lead-journey-templates/seed	seedLeadJourneyTemplate

Writes org-level template data on the Organization / CRM template collections; a PUT propagates the change to each customer's own field/column set.

9. Analysis Schemas — /admin/analysis-schemas

Per-industry call-analysis schema definitions the org builds; they flow to customers of that industry. Controller: orgAnalysisSchema.controller.ts.

Action	Method + Path	Handler	Collection
List schemas	GET /admin/analysis-schemas	listOrgAnalysisSchemas	AnalysisSchema (read)
Create schema	POST /admin/analysis-schemas	createOrgAnalysisSchema	AnalysisSchema
Seed from templates	POST /admin/analysis-schemas/seed-from-templates	seedOrgAnalysisSchemasFromTemplates	AnalysisSchema
Set industry default	PUT /admin/analysis-schemas/defaults	setOrgIndustryDefault	AnalysisSchema
Update schema	PUT /admin/analysis-schemas/:id	updateOrgAnalysisSchema	AnalysisSchema
Delete schema	DELETE /admin/analysis-schemas/:id	deleteOrgAnalysisSchema	AnalysisSchema

See Analysis Schema System.

10. Credits — /admin/credits

Distribute/revoke credits to customers and view the org's credit ledger. Controller: credit.controller.ts.

Action	Method + Path	Handler	Collection
Distribute credits	POST /admin/customers/:customerId/distribute-credits	distributeCredits	CreditTransaction
Revoke credits	POST /admin/customers/:customerId/revoke-credits	revokeCredits	CreditTransaction
Credit transactions	GET /admin/credit-transactions	getOrgTransactions	— (read)
Credit summary	GET /admin/credit-summary	getOrgCreditSummary	— (read)

See Credit Management System.

11. Payment Gateway — /admin/payment-config (entitlement PAYMENTS)

Configure the payment gateway customers use to top up credits. Route file: payment.routes.ts (gated by FEATURE_MAP.managePayments). Controller: payment.controller.ts.

Action	Method + Path	Handler	Collection
Get payment config	GET /admin/payment-config	getPaymentConfig	PaymentConfig (read)
Upsert payment config	PUT /admin/payment-config	upsertPaymentConfig	PaymentConfig
Org payment orders	GET /admin/payment-orders	getOrgPaymentOrders	PaymentOrder (read)

External integration: Razorpay (the gateway). See Payment System.

12. Phone Numbers — /admin/phone-numbers

Org number inventory; assign/unassign numbers to customers. Route file: telephony.routes.ts (requireRole("admin") + requireOrg). Controller: telephony.controller.ts.

Action	Method + Path	Handler	Collection
Org number stats	GET /admin/phone-numbers/stats	adminGetOrgNumberStats	PhoneNumber (read)
List org numbers	GET /admin/phone-numbers	listOrgNumbers	PhoneNumber (read)
Assign to customer	POST /admin/phone-numbers/:id/assign-customer	adminAssignToCustomer	PhoneNumber, PhoneNumberAssignment
Unassign from customer	POST /admin/phone-numbers/:id/unassign-customer	adminUnassignFromCustomer	PhoneNumber, PhoneNumberAssignment
List org SIP trunks	GET /admin/sip-trunks	adminListTrunks	SIPTrunk (read)

See Phone Number Assignment.

13. Number Provisioning — /admin/provisioning

Enable providers per customer and set the org's customer-facing number rates. Route file: admin-provisioning.routes.ts (mounted at /admin/provisioning). Controller: admin-provisioning.controller.ts.

Action	Method + Path	Handler	Collection
List enabled providers	GET /admin/provisioning/providers	listProviders	Provider, OrgProviderEnablement (read)
Set customer enablement	POST /admin/provisioning/customers/:customerUID/enablement	setCustomerEnablement	OrgProviderEnablement
BYO permission toggle	PUT /admin/provisioning/providers/:providerUID/byo-permission	setByoPermission	OrgProviderEnablement
Set customer rates	PUT /admin/provisioning/rates	setRates	ProvisionedNumber rates / OrgConfigReplica
Price breakdown	GET /admin/provisioning/providers/:providerUID/price-breakdown	getProviderPriceBreakdown	— (read)
Refresh provider costs	POST /admin/provisioning/providers/:providerUID/refresh-costs	refreshProviderCosts	Provider
Inventory	GET /admin/provisioning/inventory	getInventory	ProvisionedNumber (read)

See Phone Number Provisioning.

14. Connecter — /admin/connecter-config (entitlement CRM_CONNECTER_MANAGE / WHATSAPP_MANAGE)

Manage the org's bring-your-own OAuth apps + default provider mappings. Route file: connecterAdmin.routes.ts (mounted at /api/v2/connecter/admin). Controllers: connecterAdmin.controller.ts, gmailAdmin.controller.ts.

Action	Method + Path	Handler	Collection
List apps	GET /api/v2/connecter/admin/apps	listApps	CrmProviderApp (read)
Upsert org app	PUT /api/v2/connecter/admin/apps/:provider	upsertOrgApp	CrmProviderApp
Delete org app	DELETE /api/v2/connecter/admin/apps/:provider	deleteOrgApp	CrmProviderApp
Get/set mapping	GET/PUT /api/v2/connecter/admin/mappings/:provider	getOrgMapping / setOrgMapping	CrmFieldMapping
Gmail org app	GET/PUT/DELETE /api/v2/connecter/admin/gmail-app	getGmailApp / upsertGmailApp / deleteGmailApp	GmailOrgConfig

Guarded by requireRole("admin","superadmin") + requireFeatureAccess(FEATURE_MAP.manageConnecter). Superadmin-only global defaults live on the same router under /global-apps — see Superadmin Dashboard.

15. Settings — /admin/settings

Org branding + general settings. Page: pages/admin/SettingsPage.tsx. Controller: admin.controller.ts.

• Get organization → GET /admin/organization (getOrganization) — reads Organization
• Update branding → PUT /admin/organization/branding (updateBranding) — writes Organization

16. Account Settings — /admin/account

The admin's own account (bottom nav). Page: pages/admin/AccountSettingsPage.tsx. Uses the shared auth/account endpoints (/auth/*, /account/*) — the same team/role endpoints described in Team RBAC.

Collections Written by This Dashboard

Primary collections: Organization, User, Kyc, OrgConfigReplica, CustomerFeePricing, CustomerAddonPricing, ServicePricing, AnalysisSchema, CreditTransaction, PaymentConfig, PaymentOrder, PhoneNumber, PhoneNumberAssignment, ProvisionedNumber, OrgProviderEnablement, Provider, CrmProviderApp, CrmFieldMapping, GmailOrgConfig, Ticket. Full definitions in Data Collections.

How to Test (End-to-End)

1. Prerequisites: an admin account owning an Organization with at least one customer; backend + frontend running.
2. Customers: create a customer at /admin/customers, confirm a User doc appears pinned to your orgUID.
3. Credits: distribute credits to that customer, confirm a CreditTransaction is written and the customer's balance updates.
4. Config Management: change a preset rate, save, and confirm OrgConfigReplica reflects it; verify the customer sees the new rate.
5. Number Provisioning: enable a provider for the customer and confirm OrgProviderEnablement updates.
6. Gated items: toggle PAYMENTS/TICKETING/ADMIN_ANALYTICS off at the superadmin level and confirm the matching rows lock.

Troubleshooting

Symptom	Cause	Fix
Customer not visible in list	Customer belongs to a different org	requireOrg scopes to your org only; verify ownership
403 on /admin/payment-config	Org lacks PAYMENTS entitlement	Grant it at the superadmin level
Pricing change not applied to a customer	Per-customer override still set	Clear the customer override in Config Management (DELETE .../customers/:customerUID)
KYC review button missing	Customer never submitted KYC	Customer must submit KYC first; see kyc.controller.ts
Provisioning rate save fails	Provider not enabled for the org	Enable the provider first (superadmin), then set org rates