About This Guide
This user guide covers all features and workflows within the Admin IQ application. It is designed for platform administrators who manage organisations, users, licences, and cross-platform oversight across the IQ suite.
Admin IQ provides a centralised administration console for onboarding organisations, managing user accounts, monitoring licence utilisation, tracking platform-wide analytics, and maintaining role-based access control.
Key Capabilities
Dashboard & KPIs
Real-time platform overview with stat cards for organisations, users, renewals, and total contract value across all tenants.
Organisation Management
A–Z filterable organisation directory with invite codes, user counts, licence usage bars, renewal counts, and contract values.
User Management
Full user registry showing name, email, position, organisation, role (Admin/Member), multi-org membership, and activity timestamps.
Licence Utilisation
Platform-wide licence gauge with per-org utilisation tracking, warning thresholds, and healthy/warning/danger indicators.
Analytics & Charts
Interactive Chart.js visualisations: customer growth trends, user activity distribution, licence utilisation by org, and contract value breakdowns.
Role-Based Access
Platform admin verification via Supabase RPC. Only authenticated admins can access Admin IQ. Non-admin accounts are redirected.
Invite Codes
Organisation-specific invite codes visible per org. Administrators can view and share codes for colleague onboarding.
App Switcher
Seamless navigation between all IQ platform applications: Admin IQ, Renewal IQ, Deal IQ, Request IQ, Spend IQ, Vendor IQ, and Perform IQ.
Table of Contents
- 1. Quick-Start: Your First 10 MinutesPage 3
- 2. Navigation & Getting StartedPage 4
- 3. Platform DashboardPage 4
- 4. Organisation ManagementPage 5
- 5. User Management & Role-Based AccessPage 5
- 6. Analytics & InsightsPage 6
- 7. Profile, Invite Codes & Data AdministrationPage 7
- 8. FAQ & TroubleshootingPage 8
How Do I… Quick Reference
Find the answer to common admin tasks instantly:
| I want to… | Go to |
|---|
| See how many organisations exist | Dashboard §3.1 (p.4) |
| View all users across the platform | Users §5.1 (p.5) |
| Check licence utilisation | Dashboard §3.2 (p.4) |
| Find an organisation by name | Organisations §4.1 (p.5) |
| View an org's detail panel | Organisations §4.3 (p.5) |
| Check a user's role | Users §5.2 (p.5) |
| View user activity breakdown | Dashboard §3.3 (p.4) |
| Switch to Light Mode | Getting Started §2.2 (p.4) |
| I want to… | Go to |
|---|
| Search for a user or org | Getting Started §2.3 (p.4) |
| See customer growth trends | Analytics §6.1 (p.6) |
| View contract value by org | Analytics §6.4 (p.6) |
| Find an org's invite code | Organisations §4.2 (p.5) |
| Check renewal status breakdown | Dashboard §3.5 (p.4) |
| Switch to another IQ app | Getting Started §2.3 (p.4) |
| Update my profile | Profile §7.1 (p.7) |
| Understand admin access | FAQ Q1 (p.8) |
1. Quick-Start: Your First 10 Minutes
This walkthrough takes you from first login to full platform awareness. Follow these 6 steps to orient yourself, review your organisations, check licence health, and explore analytics.
- Sign in to Admin IQ — Open Admin IQ in your browser and sign in with your administrator credentials. The system verifies your platform admin status via a Supabase RPC check. Non-admin accounts are denied access with an error message.
- Review the Dashboard — The Platform Overview dashboard loads by default. Four stat cards show: Organisations, Total Users, Total Renewals, and Contract Value. Below, the Licence Utilisation and User Activity panels provide operational health at a glance.
- Explore Organisations — Click Customers in the sidebar. The A–Z filter bar and Organisations table show every registered organisation with invite codes, user counts, licence usage bars, renewal counts, and contract values.
- Drill into an Organisation — Click any organisation row to open the Org Detail slide-in panel. View the org's stats (Users, Renewals, Contract Value), licence gauge, and a table listing all users belonging to that organisation.
- Review the User Registry — Scroll below the Organisations table on the Customers page. The Users panel lists every user across all organisations with their name, email, position, org, role, multi-org status, last active date, and join date.
- Check Analytics — Click Analytics in the sidebar. Four charts display: Customer Growth Trend, User Activity Distribution, Licence Utilisation by Org, and Contract Value by Organisation.
Screenshot: Platform Overview Dashboard
Capture the Dashboard showing KPI stat cards, Licence Utilisation summary, User Activity tiles, and the two overview charts.
i
Admin Access Required: Admin IQ is restricted to platform administrators. If you see "This account does not have admin access" when signing in, contact your platform owner to request the is_platform_admin role in Supabase.
Common Workflows at a Glance
Three workflows you will use most often as a platform administrator:
Monitor Platform Health
Dashboard → check stat cards → review Licence Utilisation gauge → review User Activity tiles → check Customer Growth chart.
Investigate an Organisation
Customers → use A–Z filter or search → click org row → review stats, licence gauge, and user list in the detail panel.
Audit User Access
Customers → scroll to Users table → check Role (Admin/Member), Multi-Org status, and Last Active timestamp for each user.
Screenshot: Customers Page
Capture the Customers page showing the A–Z filter bar, Organisations table, and Users panel below.
2. Navigation & Getting Started
Admin IQ is accessed via your web browser. Authentication is required — only users with the platform admin role in Supabase can access the application.
2.1 Layout Overview
The application uses a fixed sidebar (left, 280px) + topbar (top, 85px) layout. The sidebar holds the 3 navigation items: Dashboard, Customers, and Analytics. The topbar holds the global search bar and user profile avatar.
Screenshot: Full Application Layout
Annotated capture showing: (1) Sidebar with nav items, (2) Topbar with search & profile, (3) Main content area, (4) Theme toggle, (5) App Switcher logo.
2.2 Theme Toggle (Dark / Light Mode)
Click the moon/sun icon at the bottom of the sidebar to switch between Dark Mode and Light Mode. Your preference is persisted in local storage under the key admin-theme and applied on next visit.
2.3 App Switcher & Global Search
App Switcher: Click the IQ logo in the sidebar header to open a dropdown listing all 7 IQ platform apps (Admin IQ, Deal IQ, Perform IQ, Renewal IQ, Request IQ, Spend IQ, Vendor IQ). The current app shows a green active dot. Click any tile to navigate.
Global Search: The topbar search bar searches across customers, users, and invite codes. Results appear in a dropdown with type badges. Click any result to navigate directly to the matching entity.
3. Platform Dashboard
The Dashboard is the default landing page, providing a real-time overview of the entire IQ platform across all organisations.
3.1 KPI Stat Cards
Four stat cards provide instant platform-wide metrics:
| Card | What It Shows | Why It Matters |
|---|
| Organisations | Total count of registered organisations | Track customer base size and growth. |
| Total Users | Count of all users across all organisations | Understand platform adoption and user volume. |
| Total Renewals | Aggregate renewal count across all orgs | Monitor platform utilisation and data volume. |
| Contract Value | Total GBP equivalent contract value | Quantify the financial scale managed by the platform. |
3.2 Licence Utilisation
A licence summary panel shows a platform-wide utilisation gauge with three tile indicators:
At Limit
Orgs at 100% capacity
Near Limit
Orgs at 80%+ capacity
Healthy
Orgs below 80% capacity
3.3 User Activity Segmentation
A 5-tile grid breaks down user activity across time periods (e.g., active today, this week, this month, inactive, never logged in). Each tile shows the count, percentage, and label.
3.4 Dashboard Charts
Two charts on the dashboard: Renewals by Organisation (bar chart showing renewal counts per org) and Status Breakdown (chart showing renewal status distribution across all orgs). Below these, a Customer Growth chart with toggle buttons (Combined, Organisations, Users) shows growth trends over time.
3.5 Renewal Status Breakdown
A status grid at the bottom of the Dashboard shows the count of renewals in each workflow status (Not Started, Notified Owner, Confirming Reqs, Negotiating, Legal Review, Out for Signing, Renewed, Terminated) aggregated across all organisations.
4. Organisation Management
The Customers page provides a complete registry of all organisations and users across the IQ platform. The top half displays the Organisations table; the bottom half shows the Users panel.
4.1 A–Z Filter Bar
An alphabetical filter bar at the top of the Customers page lets you filter organisations by their first letter. Click All to show every organisation, or click a specific letter (A–Z) to filter. Each letter button uses a gradient background when active, shifting from blue to purple across the alphabet.
4.2 Organisations Table
| Column | What It Shows |
|---|
| Organisation | The registered organisation name. Click the row to open the detail panel. |
| Invite Code | The unique code for that organisation, displayed in monospace. Users enter this code to join. |
| Users | Count of users currently belonging to the organisation. |
| Licence Usage | A progress bar showing users vs. licence limit (e.g., "3 / 10"). Bar colour shifts to warning/danger at high utilisation. |
| Renewals | Total number of renewal records created by the organisation. |
| Contract Value | Aggregate contract value in GBP for all of the organisation's renewals. |
| Created | The date the organisation was registered on the platform. |
Screenshot: Organisations Table
Capture showing the A–Z filter bar and the Organisations table with invite codes, licence usage bars, and contract values.
4.3 Organisation Detail Panel (Slide-In)
Clicking any row in the Organisations table opens a slide-in panel from the right side of the screen. This panel provides a detailed view of the selected organisation:
Header: Organisation name, creation date, and invite code.
3 Stat Cards: Users count, Renewals count, and Contract Value (GBP).
Licence Gauge: A progress bar showing current licence usage vs. the limit (default: 10 users per org). A warning message appears when the organisation is approaching its licence limit.
Organisation Users Table: Lists all users in that org with columns for Name, Email, Position, Role, and Last Active.
Screenshot: Organisation Detail Panel
Capture showing the slide-in panel with org header, stat cards, licence gauge, and the org users table.
5. User Management & Role-Based Access
5.1 Users Table
The Users panel on the Customers page lists every user registered across all organisations. Columns:
| Column | What It Shows |
|---|
| Name | The user's display name. |
| Email | The user's email address (used for authentication). |
| Position | The user's job title or position. |
| Organisation | The organisation the user belongs to. |
| Role | Either Admin or Member. Determines access level. |
| Multi-Org | Indicates if the user belongs to more than one organisation. |
| Last Active | Timestamp of the user's most recent activity on the platform. |
| Joined | The date the user account was created. |
5.2 Role-Based Access Control
Admin IQ enforces strict role-based access:
Platform Admin
Full access to Admin IQ. Can view all organisations, users, licences, and analytics. Verified by the is_platform_admin Supabase RPC function.
Org Admin / Member
Cannot access Admin IQ. These roles grant access to Renewal IQ, Deal IQ, and other tenant-scoped apps only. Data is isolated by Row-Level Security (RLS).
!
Important: The is_platform_admin function must be deployed to Supabase before Admin IQ can authenticate any user. If this function is missing, all login attempts will fail with "Admin function not found."
6. Analytics & Insights
The Analytics page provides four interactive charts powered by Chart.js, offering platform-wide performance metrics and insights across all organisations.
6.1 Customer Growth Trend
Line or bar chart showing the growth of organisations and users over time. Helps identify onboarding momentum and adoption velocity.
6.2 User Activity Distribution
Chart showing the distribution of user activity levels (active today, this week, this month, inactive). Identifies engagement health.
6.3 Licence Utilisation by Org
Bar chart showing licence consumption per organisation. Quickly spot orgs that are at or near their licence limit.
6.4 Contract Value by Organisation
Bar chart ranking organisations by total GBP contract value. Useful for identifying highest-value customers.
Screenshot: Analytics Page
Capture the Analytics page showing all four chart panels: Customer Growth Trend, User Activity Distribution, Licence Utilisation by Org, and Contract Value by Organisation.
i
Theme-Aware Charts: All charts automatically adjust their colours, grid lines, and tooltip styles when switching between Dark Mode and Light Mode. No manual configuration is needed.
Dashboard Charts (Recap)
In addition to the dedicated Analytics page, the Dashboard includes its own chart panels for quick oversight:
Renewals by Organisation
A bar chart comparing renewal counts across all organisations. Useful for seeing which customers are most actively managing their contracts in Renewal IQ.
Status Breakdown (All Orgs)
A chart showing how renewals are distributed across the 8 workflow statuses (Not Started, Notified Owner, Confirming Reqs, Negotiating, Legal Review, Out for Signing, Renewed, Terminated) aggregated across all organisations.
Customer Growth Chart
A growth trend chart on the Dashboard with three toggle buttons:
Combined
Organisations
Users
Combined shows both org and user growth overlaid. Organisations isolates org onboarding trends. Users isolates user registration trends. The active toggle uses a gradient background.
Screenshot: Customer Growth Chart
Capture the Customer Growth chart panel on the Dashboard with the Combined/Organisations/Users toggle buttons.
Renewal Status Grid
Below the charts on the Dashboard, a status grid displays tiles for each renewal workflow status. Each tile shows the status label and count. Tiles are interactive — hovering highlights them with a border glow.
Not Started
Notified
Confirming
Negotiating
Legal
Signing
Renewed
Terminated
7. Profile, Invite Codes & Data Administration
7.1 Admin Profile Management
Click the user avatar in the topbar to open the Profile Popover. The popover displays your avatar initials, name, and allows you to edit:
| Field | Description |
|---|
| Name | Your display name, shown in the topbar and avatar initials. |
| Position | Your job title (e.g., "Platform Admin", "System Administrator"). |
| Organisation | An org picker dropdown. If you belong to multiple organisations, select which one to view. Data across the platform is scoped to your admin role, not your selected org. |
Click Save Changes to persist your profile updates. Click Sign Out to log out and return to the login screen.
7.2 Invite Codes
Invite codes are the mechanism for onboarding new users into an organisation. Each organisation has a unique invite code that is:
• Visible in the Organisations table on the Customers page (Invite Code column).
• Visible in the Org Detail panel header when you click into an organisation.
• Visible in the Profile Popover under the "Invite Code" section. The code is displayed in a monospace font with a copy button for easy sharing.
i
Sharing Invite Codes: When a colleague needs to join an organisation, share the invite code with them. They enter this code during sign-up or in their Profile Popover within Renewal IQ or any other tenant app. The code links their account to the correct organisation.
7.3 Licence Management
Each organisation has a default licence limit of 10 users. Admin IQ tracks licence utilisation at two levels:
Platform-Level (Dashboard)
The Licence Utilisation panel shows aggregate totals: how many orgs are at limit, near limit, or healthy. A platform-wide gauge bar provides the overall utilisation percentage.
Per-Org (Detail Panel)
The Org Detail slide-in panel shows a licence gauge specific to that organisation (e.g., "7 / 10"). If nearing the limit, a warning message appears: "Approaching licence limit".
7.4 Data Administration & Multi-Tenancy
Admin IQ operates on a multi-tenant architecture powered by Supabase with Row-Level Security (RLS). Key principles:
• Data Isolation: Each organisation's renewal data, user records, and settings are fully isolated. Users in Renewal IQ can only see their own organisation's data.
• Admin Override: Platform admins in Admin IQ have read access across all organisations for monitoring and support purposes.
• Supabase Backend: All data is stored in PostgreSQL via Supabase. Real-time subscriptions ensure data freshness. The is_platform_admin RPC function gates access to Admin IQ.
7.5 Authentication & Security
Admin IQ uses Supabase Auth for authentication. Key security features:
• Login Screen: Email and password authentication with error handling for invalid credentials and non-admin accounts.
• Session Management: Sessions are managed by Supabase. Expired sessions redirect to the login screen.
• Content Security Policy: The app enforces CSP headers restricting scripts, styles, fonts, and API connections to trusted sources only.
• HTML Escaping: All user-generated content is escaped with escapeHtml() before rendering to prevent XSS attacks.
!
Security Note: Never share your admin credentials. Admin IQ provides cross-organisation read access. If you suspect unauthorised access, change your password immediately via Supabase Auth and audit the user activity logs.
8. FAQ & Troubleshooting
Quick answers to the most common admin questions:
Q1: I signed in but see "This account does not have admin access." How do I get access?
Admin IQ requires the platform admin role. This is verified by the is_platform_admin Supabase RPC function. Contact the platform owner or database administrator to grant your account the admin role. Once granted, sign out and sign back in.
Q2: I see "Admin function not found. Run admin_functions.sql first." What does this mean?
The is_platform_admin function has not been deployed to your Supabase project. You need to run the admin_functions.sql script against your Supabase database to create the required function. This is a one-time setup step.
Q3: An organisation is showing 10/10 licence usage. Can I increase the limit?
The default licence limit is set to 10 users per organisation in the application code (the LICENCE_LIMIT constant). To increase it, update this value in the Admin IQ source code and redeploy. In a future release, per-org licence limits may be configurable via the UI.
Q4: How do I find a specific organisation quickly?
Use the A–Z filter bar at the top of the Customers page to filter by first letter. Alternatively, use the global search bar in the topbar to search by organisation name, user name, or invite code.
Q5: Can I edit an organisation's name or delete an organisation from Admin IQ?
Admin IQ currently provides read-only access to organisation and user data. Editing or deleting organisations must be done directly in the Supabase dashboard or via SQL. Future versions may include in-app management capabilities.
Q6: The Dashboard charts show no data. What's wrong?
Charts depend on data from Supabase. Check that: (1) you are authenticated with a valid admin session, (2) the Supabase connection is active (no network errors in browser console), and (3) at least one organisation with renewals exists in the database. If you just deployed, the database may be empty.
Q7: What does "Multi-Org" mean in the Users table?
A user marked as Multi-Org belongs to more than one organisation. They can switch between organisations in their Profile Popover within Renewal IQ or other tenant apps. Each org's data remains isolated — switching context changes which data they see.
Q8: How do I share an invite code with a new user?
Navigate to Customers, find the organisation in the table, and copy the Invite Code from the table column or from the Org Detail panel header. Alternatively, if it is your own organisation, open your Profile Popover — the invite code is displayed with a copy-to-clipboard button.
Q9: Is there a difference between Dark Mode and Light Mode functionally?
No functional difference. Both modes offer identical features. The choice is purely visual. Your preference is stored in local storage under admin-theme and persists across sessions.
Q10: How do I navigate to other IQ apps from Admin IQ?
Click the IQ logo in the sidebar header to open the App Switcher dropdown. All 7 IQ apps are listed: Admin IQ (current, marked with a green dot), Deal IQ, Perform IQ, Renewal IQ, Request IQ, Spend IQ, and Vendor IQ. Click any tile to navigate.
IQ Platform Applications
Renewal IQ
Contract renewals
Perform IQ
Supplier performance
Request IQ
Procurement intake
Vendor IQ
Vendor management