Getting Started as an Admin
Work in Progress
This documentation is actively maintained. Features described here may change as the platform evolves.
Welcome! As an Admin, you have full access to the entire Rax platform. You can manage users, departments, teams, projects, and all system settings.
What You Can Do
- Manage Users — Invite, edit, and deactivate users across all departments
- Manage Departments & Teams — Create and restructure departments, assign team leads
- Create Projects — Only admins can create new projects and assign teams/budgets
- Manage KPIs — Configure KPI metrics, view leaderboards, audit scores
- Approve Leave — Review and approve/reject leave requests
- System Settings — Configure holidays, notification preferences, and platform settings
- View All Reports — Access analytics, performance reports, and resource utilization across the organization
- Production Management — Full access to work orders, inventory, delivery, and all production operations (Operations app)
- Sales Management — Full access to clients, invoices, targets, rewards, and all sales features (Production app)
Quick Links
| Task | Link |
|---|---|
| Invite new members | Inviting Members |
| Create a project | Creating Projects |
| Manage departments | Teams & Departments |
| View KPI analytics | KPI Overview |
| Manage calendar & holidays | Calendar |
| Production module | Production Overview |
| Sales module | Sales Overview |
Key Concepts
As an admin, you are responsible for the organizational structure. Here's the hierarchy:
Admin
├── Departments (you create these)
│ ├── Teams (you or department leads create these)
│ │ ├── Team Lead (assigned by you)
│ │ └── Members
│ └── Department Lead (assigned by you)
└── Projects (only you can create)
├── Milestones
└── Tasks
tip
Use the Joker mode to impersonate other users and see the platform from their perspective. This is useful for troubleshooting and support.