Admin Panel Overview

Overview

The admin panel gives BlueClerk administrators a central place to monitor the platform, manage users and customers, and review scraped leads. Access key metrics, filter data, and oversee platform activity across all accounts.

Accessing the Admin Panel

1. Log in with an admin account
2. Navigate to /admin/dashboard
3. Use the sidebar to access different sections

Dashboard Sections

Overview

The main dashboard shows platform-wide statistics and recent activity across all users and companies.

Users

View and manage all user accounts on the platform:

• Filter by status: View active users or deleted users
• Search users: Find by name, email, or phone
• Filter by role: Homeowner, Admin, Member, Individual Contractor
• Per-user actions: Delete individual user accounts with soft-delete
• Bulk delete: Delete multiple users by email domain
• Show deleted toggle: Switch between active and deleted user views

User Management Features

Individual Delete:

1. Find the user in the list
2. Click the delete button (trash icon)
3. Confirm deletion in the dialog
4. User is soft-deleted (deletedAt timestamp set)

Bulk Delete by Domain:

1. View domain statistics in the sidebar
2. Enter an email domain (e.g., "example.com")
3. Click "Delete Domain"
4. All users with that domain are soft-deleted at once

View Deleted Users:

1. Toggle "Show Deleted" to ON
2. See all soft-deleted user accounts
3. View deletion timestamps
4. Deleted users cannot log in (credentials or OAuth blocked)

Customers

Browse all customer records across all companies, with filtering and search capabilities.

Leads

Review scraped contractor leads, filter by city and trade, and monitor lead generation pipeline.

User Soft-Delete

What Happens When a User is Deleted

• deletedAt timestamp is set on the user record
• Login blocked: User cannot sign in via credentials or OAuth (Google)
• Data preserved: All user data remains in the database
• Visible in deleted view: Admins can see deleted users by toggling the filter
• OAuth blocked: Even if user tries Google sign-in, they're blocked if deletedAt is set

Bulk Operations

Bulk delete is useful for:

• Removing test accounts by domain
• Cleaning up spam signups
• Offboarding entire organizations
• Managing demo or trial accounts

The bulk delete operation only affects users who are not already deleted (WHERE deletedAt IS NULL).

Tips

• Use the search box to quickly find specific users
• Filter by role to see all users of a specific type
• Domain statistics help identify cleanup opportunities
• Soft-delete preserves data for audit and recovery purposes
• Deleted users are permanently blocked from login but data remains accessible

Questions

Q: What's the difference between deleting a user and deactivating them?
A: BlueClerk uses soft-delete, which sets a deletedAt timestamp. The user cannot log in but their data remains in the database. There is no separate "deactivate" status.

Q: Can a deleted user be restored?
A: Yes, by clearing the deletedAt field in the database. The admin UI doesn't currently have a "restore" button, but it's possible at the database level.

Q: What happens if a deleted user tries to log in with Google OAuth?
A: The sign-in is blocked. Even if Google authenticates them, BlueClerk checks for deletedAt and denies access.

Q: Does bulk delete by domain delete users from other companies?
A: Yes, bulk delete by domain affects ALL users with that email domain across the entire platform, regardless of company. Use with caution.

Q: Can I see who deleted a user and when?
A: The deletedAt timestamp shows when deletion occurred. Currently, there's no audit log of who performed the deletion, but this could be added in the future.