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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

ChapterCovers
DashboardYour homepage: key numbers and quick actions
User & Staff ManagementUsers, Employees, Agents
Client ManagementClients list, client 360° overview, direct enrollment
Case ManagementThe case list and the case detail workspace
Service & Workflow ManagementThe service catalog and its step-by-step workflow templates
Draft SystemDraft form templates and client drafts
Payments & CouponsPayment history and discount coupons
ReportsRevenue, case, and performance reports
CommunicationsContact queries, notifications, WhatsApp bot
Profile & SettingsYour 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.