The Admin Portal is your central hub for managing users, user groups, agency groups, permissions, and overall account settings—ensuring you stay in control of your organization’s structure and visibility in Harmony.
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 Harmony instance.
Both Owner and Admin users—both have full access to:
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Managing users and user groups
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Setting data and feature permissions
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Creating and editing agency groups
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Accessing all Admin Portal tabs available to your organization
Users without Admin Portal access will not see the Admin Portal in their navigation.
How to Access the Admin Portal
To open the Admin Portal from any AgencyKPI product:
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Click the person icon in the upper-right corner of your screen.
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Select Admin Portal from the dropdown menu.
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You’ll be directed to the Dashboard tab by default.
*If you don’t see the Admin Portal as an option, you likely haven’t been granted Admin access. See below for how to update a user’s role.
Granting Admin Portal Access
You can assign Admin Portal access when:
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Inviting a new user from the Users tab
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Editing an existing user in the Users list
To assign access:
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Go to the Users tab.
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Click Edit next to the user’s name.
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Check the box labeled Admin Portal Access.
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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:
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Navigate to the Users tab.
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Click Edit next to the user's name.
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Uncheck the Admin Portal Access box.
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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:
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Make sure the Admin Portal Access box is checked in the user’s profile
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Confirm the user has accepted their invite (Pending users will not have access)
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Contact [email protected] for further assistance
Best Practices
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Only assign Admin access to users who need to manage user roles, groups, or data/feature visibility.
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Use User Groups and Agency Groups to scale access and reporting views, rather than managing settings individually.
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Review Admin Portal access regularly to ensure it's current and limited to necessary users.
