Admin Tools Overview
The Admin Tools area is where administrators manage important system-wide settings for JMS.
This section is mainly used by users with admin-level access, such as Super Admins.
Admin Tools helps keep the system organised by allowing authorised users to manage teams, users, permissions, modules, sidebar visibility, subscriptions, business settings, charge access, and conferences.
Accessing Admin Tools
Section titled “Accessing Admin Tools”Admin Tools is available from the user profile menu in the top-right corner of the screen.
From this menu, administrators can access:
- Profile settings
- Settings and privacy
- Help and support
- Log out
- Lock session
- Admin Tools
The Admin Tools option opens the admin settings area, where system configuration is managed.
Admin settings layout
Section titled “Admin settings layout”Inside Admin Tools, the page is divided into clear sections.
On the left side, there is a general settings menu with options such as:
- Profile
- Email Preferences
- Subscriptions
- Notifications
- Admin Settings
- Event Logs
- About
The Admin Settings section contains the main admin configuration tools.
Admin tabs
Section titled “Admin tabs”The Admin Tabs menu groups the main admin tools into categories.
These include:
- Teams
- Modules
- Users
- User Permissions
- Sidebar
- Manage Subscriptions
- Business
- Charges Access
- Conferences
Each tab controls a different part of the JMS setup.
The Teams page shows the teams that exist in the system.
Each team row can display:
- Team ID
- Team name
- Description
- Number of members
- Date created
Teams help group users together for notifications, access, and internal organisation. For example, a team may represent a department, a franchise group, or a group of users who need the same updates.
Modules
Section titled “Modules”The Modules area controls module-related access and configuration.
Admins can use this section to review which roles or users should have access to certain parts of JMS. This helps make sure users only see the tools that are relevant to their work.
The module area may include:
- Access settings
- Module lists
- Role-based module visibility
The Users page shows all platform users in one table.
This table can include:
- User ID
- First name
- Email address
- Role
- Teams
- Last login
- Active status
This helps admins review who has access to the platform, what role they have, which teams they belong to, and whether they are currently active or offline.
User Permissions
Section titled “User Permissions”The User Permissions page is used to manage what selected users can do in the system.
Permissions are usually organised by module and action type, such as:
- Create
- Read
- Update
- Delete
This allows admins to control whether a user can only view information, make changes, create new records, or remove records.
This area is useful when a user needs limited access instead of full admin access.
Sidebar
Section titled “Sidebar”The Sidebar page controls how the main JMS sidebar is organised.
Admins can use this area to:
- Reorder modules
- Organise child menu items under parent sections
- Search for sidebar modules
- Control visibility by role
This helps keep the sidebar clean and relevant, so users only see the menu items they need.
Manage Subscriptions
Section titled “Manage Subscriptions”The Manage Subscriptions page shows user subscription preferences.
This page can show:
- Total users
- Subscribed users
- Users who opted in
- Users who opted out
Admins can search for users and manage communication preferences where needed.
This helps ensure the right people receive system updates, notifications, and important communication.
Business
Section titled “Business”The Business section contains setup options used across business records and processes.
It may include areas such as:
- Frequencies
- Lead sources
- Contact labels
- Import charge mappings
- Implementation turnaround
- Implementation or business emails
These settings help standardise how business information is recorded and used across JMS.
For example, business frequencies may define how often services or billing periods occur, such as weekly, bi-weekly, monthly, quarterly, or annually.
Charges Access
Section titled “Charges Access”The Charges Access page controls which roles can access charge-related features.
This includes access to billing-related tools, franchise or franchisee charge settings, and invoice/report views.
The page may show:
- Role definitions
- Which roles currently have access
- Permission coverage
- Access toggles
This does not give full system admin access. It only controls billing and charge-related permissions.
Conferences
Section titled “Conferences”The Conferences admin page shows conference records across the system.
The table may include:
- Conference name
- Category
- Location
- Date range
- Status
- Date created
Admins can review existing conferences and add new ones when needed.
Conference records help keep events organised, especially when different teams or users are tracking event activity inside JMS.
Summary
Section titled “Summary”Admin Tools is the central place for managing how JMS is structured and controlled.
Administrators use this area to manage:
- Who can access JMS
- What users can see and do
- How teams are organised
- Which modules are visible
- Subscription preferences
- Business setup values
- Charge-related access
- Conference records
These settings help keep JMS secure, organised, and aligned with how the business operates.