Admin Guide

A complete reference for x12port administrators — covering every panel, permission, and workflow available in the admin area.

Getting access

Admin access is granted by the owner from the /admin/staff page. Once granted, your account gains the is_admin flag and you can reach the admin area at /admin. Your specific capabilities depend on the permission toggles the owner has enabled for your account.

⚠️ The owner account is a separate, protected role. Admins cannot modify the owner's account, grant themselves the owner role, or access owner-only features such as the legal@ inbox or voiding commissions.

Admin permissions

The owner can enable or disable each of the following toggles independently for every admin:

PermissionWhat it unlocks
BillingAccess to /admin/billing — Stripe stats, plan config, and user credit management
SupportAccess to /admin/tickets and the support@ inbox
DBAccess to /admin/db — database record counts, table browser, and schema viewer
SalesAccess to /admin/sales, /admin/commissions, and the sales@ inbox
AdsAccess to /admin/ads — ad management

Inbox access follows permission flags. The contact@ and info@ inboxes are visible to all admins. The support@ inbox requires Support access. The sales@ inbox requires Sales access. The legal@ inbox is visible to the owner only.

Admin Dashboard

The main admin dashboard at /admin gives you a quick read on platform health:

  • Stat cards — Total Users, Verified Users, Suspended Users, Trading Partners, Documents, and Mapping Projects
  • Transport Engine status — whether the engine is running or stopped, with a direct link to the engine control page
  • System Health bar — a visual indicator aggregating several health signals
  • Recent Signups — the latest user registrations with account type and plan
  • Plan Distribution — a breakdown of users across each subscription plan

Users

Go to /admin/users to search, filter, and manage user accounts.

Searching and filtering

Use the search bar to find users by email, name, or company. Filter by Account Type (Client, Developer) and Status (Verified, Unverified, Suspended). Results are paginated.

User detail actions

Click View on any user to open their detail page, where you can:

  • Verify account — manually mark the account as email-verified
  • Suspend / Unsuspend — block or restore access to the account
  • Grant / Revoke Admin — elevate a user to admin or remove admin status (owner only)
  • Reset TOTP — clear the user's two-factor authenticator so they can re-enroll
  • Resend verification code — re-send the email verification code
  • Set Plan — change the user's subscription plan
  • Save Notes — add internal notes visible only to admins and the owner
  • Clear devices — invalidate all trusted device sessions, forcing re-verification on next login
ℹ️ Suspending an account immediately ends all active sessions for that user and blocks new logins.

Billing

Requires the Billing permission. Go to /admin/billing.

Stripe stats

If a Stripe secret key is configured, the top of the page shows live data pulled from Stripe: active subscriptions, monthly recurring revenue (MRR), total charges from recent transactions, and the count of local users with a Stripe subscription ID.

⚠️ If the STRIPE_SECRET_KEY secret is missing or invalid, the Stripe stats section will display a warning and fall back to local database figures only.

Plan → Stripe Price Mapping

Each subscription plan must be linked to a Stripe Price ID before users can subscribe. Click Edit next to a plan to open its configuration modal and enter the Stripe Price ID and price in cents.

Crediting users

You can add AI credit packets to any user account from the Billing page without going through Stripe — useful for promotional credits or support resolutions.

Support Tickets

Requires the Support permission. Go to /admin/tickets. You can read and reply to all open and closed support tickets submitted by users.

Inbox

Go to /admin/inbox to read messages sent to the platform's email addresses. Which inboxes you see depends on your permissions:

InboxWho can access it
contact@All admins and the owner
info@All admins and the owner
support@Admins with Support access, and the owner
sales@Admins with Sales access, and the owner
legal@Owner only

Sales & Commissions

Requires the Sales permission.

Sales agents

Go to /admin/sales to review sales agent applications and manage existing agents. You can approve or reject applications and create agent accounts directly from this page.

Commissions

Go to /admin/commissions to manage the full commission lifecycle. The page has five tabs:

TabWhat you do here
PendingReview newly recorded commissions and click Approve to move them forward
ApprovedCommissions approved and in their holding period or ready to pay
PaidHistorical record of all paid commissions
Cashout RequestsAgent payout requests — approve, mark as paid, or reject
Rate SettingsConfigure onboarding, monthly, and annual commission percentages per agent
ℹ️ Only the owner can void a commission. Admins can only approve or view.

System

Go to /admin/system for a technical snapshot of the database. This page shows row counts for every major table, flags stale accounts, and highlights suspended or trial-period users.

Health

Go to /admin/health for a deeper health report. This aggregates signals from the database, the transport engine, and background jobs to surface issues that need attention.

Transport Engine

Go to /admin/engine to control the x12port transport engine — the service responsible for routing and processing EDI documents between partners. From this page you can:

  • View real-time engine status and uptime
  • Restart the engine after a configuration change
  • Stop the engine for maintenance
⚠️ Stopping the engine halts all EDI document routing. Only do this during a planned maintenance window and restart it as soon as the maintenance is complete.

Staff Management

The Staff page at /admin/staff is owner-controlled and is where admin accounts are created and managed. As an admin, you can view the staff roster but only the owner can invite new admins, change permission toggles, or revoke admin access.

The roster shows every admin with their permission flags and inbox access summary. The owner account appears at the top and is protected from modification by admins.

Database Browser

Requires the DB permission. Go to /admin/db to browse database tables, view record counts, inspect schema, and export table data. Use this for support investigation and data auditing — do not modify records directly unless instructed by the owner.

AI Cache

Go to /admin/ai-cache to review cached AI responses across the platform. You can delete individual cache entries or clear the entire cache if AI responses have become stale or incorrect.

Test Email

Go to /admin/test-email to send a test email through the platform's mail configuration. Use this to verify that your SMTP settings are working correctly after any changes to the email secrets.

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