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Administration

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Administrator Panel​

Overview​

The YuChat Administrator Panel provides centralized management of users, workspaces, organizations, and system settings.

Key functions:

  • Manage accounts and roles
  • Control workspaces and participants
  • Manage organizations and assign administrators
  • View activity analytics and statistics
  • Assign and revoke system administrator access

Roles and Access Levels​

RoleCapabilities
System AdminFull access to all workspaces and users; creates organizations; assigns administrators; views all statistics
Org AdminManages assigned organizations; views all workspaces within organizations; assigns org-level admins
WS AdminManages their workspaces; assigns user roles; manages participants and channels; views workspace statistics
note

System Admin is created during instance setup and assigns other administrators from existing YuChat users.

Panel Sections​

Accounts​

Account Management

Search and filter by:

  • Email or username
  • Type: Regular, AI Bot, Voice Bot, Integration Bot, Guest
  • Status: Pending, Active, Suspended

View:

  • Creation date
  • Workspace memberships (name, role, status, join date, exit date, reason)

Actions:

  • Delete user
EmailUsernameTypeStatusCreatedWorkspacesActions
User identifierDisplay nameRegular / AI Bot / Voice Bot / Integration Bot / GuestPending / Active / SuspendedRegistration dateMembership detailsDelete

Workspaces​

Workspace Management

Search and filter by:

  • Identifier
  • Display name
  • Subdomain
  • Type: Regular, Demo, Uber

View:

  • Creation, update, and deletion dates
  • Organization
  • Active participants, guests, pending users, chat count

Actions:

  • View participants
  • Add to organization
  • Delete workspace
IdentifierNameSubdomainTypeCreatedUpdatedDeletedOrganizationActiveGuestsPendingChatsActions
Unique IDDisplay namee.g., web.yuchat.aiRegular / Demo / UberDateDateDateOrg nameCountCountCountCountView / Assign Org / Delete

Workspace Participants​

Participant Management
  1. Select a workspace from the dropdown
  2. Search by full name

View:

  • Full name, email
  • Status: Pending, Active, Suspended
  • Registration date, exit date, exclusion reason
  • Role: Owner, Admin, Member, Guest

Actions:

  • Change role
  • Suspend membership
NameEmailStatusRegisteredExitedReasonRoleActions
UsernameEmailActive / Pending / SuspendedDateDateReasonOwner / Admin / Member / GuestChange Role / Suspend

Channels​

Channel Management

Search and filter by:

  • Name
  • Type: Public, Private, General, Breakout
  • Workspace

View:

  • Creation, archive, and deletion dates
  • Participants (username, email, role, join/exit dates)

Actions:

  • Exclude participant
  • Change role
NameTypeWorkspaceCreatedArchivedDeletedParticipants
Channel namePublic / Private / General / BreakoutWS nameDateDateDateSee below

Participants table:

UsernameEmailRoleJoinedExitedActions
NameEmailMember / Owner / AdminDateDateExclude / Change Role

Statistics​

Activity Analytics

Filters:

  • Organization (default: All)
  • Workspace (if organization selected)
  • Time interval: 7 / 30 / 90 / 365 days

Account metrics:

  • Total, Regular, Suspended, Guests, Bots

Activity graphs:

  • Messages per day
  • Calls per day
  • Call participants per day
  • Workspaces with calls per day
  • Audio notes per day
  • Video notes per day
  • Screen recordings per day

Organizations​

Organization Management

Search by name

View:

  • Creation date
  • Paid until date

Actions:

  • View workspaces
  • View/add administrators
  • Delete organization
  • Edit organization
NameCreatedPaid UntilActions
Organization nameDateDateView WS / Manage Admins / Delete

Creating an organization:

  • Name (required)
  • Paid until date (required)

System Administrators​

System Administrator Management

View:

  • Account ID
  • Email
  • Username

Actions:

  • Revoke administrator rights
Account IDEmailUsernameActions
Unique IDEmailUsernameRevoke Admin Rights

Common Tasks​

Remove User from All Workspaces​

Scenario: Employee left the company
  1. Go to Accounts
  2. Find user by email or username
  3. Click Delete

View Monthly Activity​

Scenario: Generate activity report
  1. Go to Statistics
  2. Select organization and workspace
  3. Set interval to 30 days
  4. Review graphs: Messages/day, Calls/day, etc.

Promote User to Workspace Admin​

Scenario: Expand admin team
  1. Go to Workspace Participants
  2. Select the workspace
  3. Find the user
  4. Click Change Role β†’ Administrator

Delete Inactive Workspace​

Scenario: Remove test workspace
  1. Go to Workspaces
  2. Filter by Type: Demo
  3. Find the workspace
  4. Click Delete Workspace

Move Workspace to Organization​

Scenario: Group workspaces together
  1. Go to Workspaces
  2. Find the workspace by identifier or name
  3. Click Add Organization or Change Organization
  4. Select the organization

Assign System Administrator​

Scenario: Grant system admin access
  1. Go to System Administrators
  2. Click Add Administrator
  3. Find user by email or username
  4. Confirm

Suspend Guest Access​

Scenario: Guest violated policies

If workspace is unknown:

  1. Go to Accounts
  2. Filter by Type: Guest
  3. Find user by email or username
  4. Note the workspace from their membership list
  5. Go to Workspace Participants
  6. Select that workspace
  7. Find the participant and click Suspend Membership

If workspace is known:

  1. Go to Workspace Participants
  2. Select the workspace
  3. Find the participant and click Suspend Membership
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