Klaus Docs
Log in to edit
Settings & Admin

Admin Console

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit
On this pageReading: Admin Console1 / 7

What this page is for:
 Hub of company tools. Cards are grouped Operations, Company, and System. Super Admin sees every card. Everyone else sees only cards whose admin_console.{slug}.view is on their Access Role(s). An admin role is not a blanket unlock for System.

Where: Sidebar → Admin Console
 /portal/settings/admin-panel
 Title: Admin Console | Klaus Connect
 Heading: Admin Console
 Subtitle: Operations, Company, and System / Operations and Company / Operations (depends on what you can see)

Steps:

  1. Open Admin Console.

  2. Use the pills Operations / Company / System when more than one section is visible.

  3. Filter with category chips (All, People & HR, Sales & Marketing, …) or Search modules...

  4. Switch Grid / List. Footer: n modules.

  5. Click a card or Open ›. Some open in a new tab (Referral Program, Klaus Connect User Document).

Operations (already documented elsewhere): Lead Sources, MKT Campaign Setting, Referral Program, Promotion Discount, Discounts Management, Financing Offers, Change Order, Job Flags, Permit Requests, Communication Logs — plus Pages and Message Announcement → Coming Soon. SpendLedger / CompileCo have no URL unless the tenant is wired. Roof Scope, QXO, Smart GIS, Instant Estimate → Integrations & External Tools.

Company: Company Info, Company Config, Locations, Departments, Tax Rates, Documents, Payment Plan, Payment Methods, Access Control, Email Platform, Appointment Email Settings (Legacy) (Scheduling → Calendar Settings).

System: Integrations…, Login OTP, Company Setup, Email Tester, System Logger, Common Components Preview, CRUD (Super Admin only).

Related articles

Other guides in Settings & Admin

Was this page helpful?

Your feedback helps us improve the documentation.