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Admin Guide
The Admin role has full access to LN Services. As an admin you manage the people (staff, clients), the catalog (services, workflows, draft form templates), the work (cases, drafts), the money (payments, coupons), and the communication (contact queries, notifications, the WhatsApp bot).
Logging in
Go to the app's login page, enter your admin email and password, and click Sign In. You'll land on the Admin Dashboard automatically.
Technical Notes
Login calls POST /api/auth/login with { email, password } and receives a JWT ({ success, token, role }). The token is stored in localStorage under the key token and sent as Authorization: Bearer <token> on every subsequent API call. Role-based redirect and route protection happen client-side in App.tsx's DashboardRouter / ProtectedRoute.
What's in this guide
| Chapter | Covers |
|---|---|
| Dashboard | Your homepage: key numbers and quick actions |
| User & Staff Management | Users, Employees, Agents |
| Client Management | Clients list, client 360° overview, direct enrollment |
| Case Management | The case list and the case detail workspace |
| Service & Workflow Management | The service catalog and its step-by-step workflow templates |
| Draft System | Draft form templates and client drafts |
| Payments & Coupons | Payment history and discount coupons |
| Reports | Revenue, case, and performance reports |
| Communications | Contact queries, notifications, WhatsApp bot |
| Profile & Settings | Your own account |
Every one of these pages is reachable from the left sidebar at any time — you don't need to go back to the dashboard to move between them.