The Admin Portal is your central hub for managing users, user groups, permissions, and overall account settings—ensuring you stay in control of your organization’s structure and visibility in Understanding.

Who Can Access the Admin Portal?

Access to the Admin Portal is permission-based. Any user who has been granted Admin Portal Access will be able to view and manage all administrative settings in your Understanding instance.

Both Owner and Admin users—both have full access to:

• Managing users and user groups
• Setting data and feature permissions
• Accessing all Admin Portal tabs available to your organization

How to Access the Admin Portal

To open the Admin Portal from any AgencyKPI product:

1. Click the person icon in the upper-right corner of your screen.
2. Select Admin Portal from the dropdown menu.
3. You’ll be directed to the Dashboard tab by default.

*Users who do not have Admin Portal access will not see the Admin Portal in their navigation. Instead, they will see a 'Users' section, which provides a list of all active users and identifies the designated Admin for the account. If the Admin Portal is not visible in your navigation, it means your account has not been granted Admin permissions. See the section below for instructions on how to update a user’s role to include Admin access.

Granting Admin Portal Access

You can assign Admin Portal access when:

• Inviting a new user from the Users tab
• Editing an existing user in the Users list

To assign access:

1. Go to the Users tab.
2. Click Edit next to the user’s name.
3. Check the box labeled Admin Portal Access.
4. Click Save User.

You can also assign this permission when sending an invitation by checking the same box before clicking Send Invite.

Revoking Admin Access

To remove Admin Portal access from a user:

1. Navigate to the Users tab.
2. Click Edit next to the user's name.
3. Uncheck the Admin Portal Access box.
4. Click Save User.

The Admin Portal option will no longer appear in the user’s dropdown menu.

Troubleshooting Access

If a user with an Admin or Owner role cannot see the Admin Portal:

• Make sure the Admin Portal Access box is checked in the user’s profile
• Confirm the user has accepted their invitation (Pending users will not have access)
• Contact [email protected] for further assistance

Best Practices

• Only assign Admin access to users who need to manage user roles or data/feature visibility.
• Use User Groups to scale access and reporting views, rather than managing settings individually.
• Review Admin Portal access regularly to ensure its current and limited to necessary users.