The admin portal is the hub for Administrators, otherwise known as Admin users, to manage users and access advanced settings related to your portal.
To access the Admin portal:
- Click Admin in the top tool bar.
- A new window will automatically open taking you into the Admin portal.
Only Admin users will be able to see the Admin option in the top navigation bar.
Inside the Admin portal, based on the Moxo package you have purchased, you will see a variety of tabs on the left - Internal Users, Clients, Teams, Client Groups, Internal Quick Links, Connectors, Customize Email Domain, Single Sign On, Advanced Features, Permissions, and Client Portal.
Based on the package you have purchased, you will either see the Client Experience tab or the Client Portal tab.
Under the Client Portal tab, you will see the Client Dashboard and Branding tabs. This will give you access to brand your client dashboard, login page, and flow workspaces, as well as enable modules like client Quick Links, Live Support, and Service Requests.
Managing Users
You can use the Internal Users and Clients tabs to access user management features, such as inviting, deleting, transferring work, and editing user profiles. Leverage the Teams tab to create and manage teams across your organization, Client Groups tab to setup client groups for your customer accounts, and Client Distribution Lists to display different quick links based on the type of client.
Configuring Quick Links
Admins can now easily set up Quick Links for internal users and clients within the Admin portal. These Quick Links offer convenient access to frequently used websites, tailored specifically for either internal users or clients.
Branding
The Branding section of the admin portal offers various branding options for your portal, including customizing your portal's name, logo, brand color, default workspace cover image, dashboard, login page, and flow workspaces.
If you've purchased the Portal package, you will be able to customize your Client Dashboard branding here as well.
Modules
The Modules tab, located within the Client Portal tab of the Admin portal, is designed to help administrators manage and configure advanced modules for the client dashboard. This tab provides a centralized place to enhance the client experience by adding valuable functionalities - like Client Quick Links, Live Support, and Service Requests. Admins can easily add, edit, or remove modules as needed.
You will only see these tabs and options based on the Moxo package you have purchased.
Connectors
Use the Connectors tab to setup and manage data sync connections with other systems, like a CRM system.
Permissions
The Permissions section enables admins to manage which users can access advanced features, such as Reports, Audit, and Content Library.