In this article, you will learn :
- What is the Admin Portal,
- Why using it,
- Who can access it,
- What you can do inside the Admin Portal.
What is the Admin Portal?
The Admin Portal is a dedicated section of Sherpany that complements the main application by combining several administrative modules: User Management, Reports, and Accounting. It allows specific users, known as Super Admins or Organisation Admins, to manage user access, monitor usage, and handle subscriptions.
Why using the Admin Portal?
In some organisations, IT teams or administrative staff need to manage user access without necessarily having access to Sherpany meeting rooms. The Admin Portal provides them with the necessary tools to do so efficiently while keeping room security intact.
Information
For security reasons, access to the Admin Portal must be requested via a Customer Success Manager (CSM).
Who can access the Admin Portal?
The Admin Portal is only accessible to Organisation Admins, a role that can be assigned during room setup or requested later via your Customer Success Manager (CSM). This ensures that only authorised personnel handle administrative settings, maintaining security and control.
It can be accessed from Settings > Admin Portal in Sherpany.
The Admin Portal is available only for Executive, Enterprise, and Premium plans.
It is structured per Organisation, meaning that all rooms within an organisation are visible in the User and Reports sections.
What can you do inside the Admin Portal?
The Admin Portal consists of three key sections:
- Users: Add or manage members in your organisation, assign or revoke access rights, invite different user roles such as Administrator, Member, Assistant, Editor, and User Management (if enabled in the Room)
- Reports - Monitor Sherpany usage across your organisation, track engagement and activity, audit device usage for security and compliance
- Accounting - view and manage your organisation's subscriptions, access and download invoices