Admin Panel
The Admin Panel is the central place to run your organization on e-satisfaction. From here you manage who has access, how you're billed, where your data lives, how your AI and integrations behave, and the security settings that keep everything safe. It brings every organization-wide setting into one hub so you don't have to hunt for it.
Everything in the Admin Panel is scoped to your organization. If you manage more than one, an organization switcher in the top navigation lets you move between them.
What you can do
Workspaces & users
Organize your data into workspaces and manage your team and their roles.
Subscription, billing & usage
Your plan and its features, add-ons, billing and usage.
Integrations
Turn data sources and pipelines on — concepts live in Data Management.
Data management & residency
Set retention and anonymization, and review residency.
Configuration
Messaging providers, URL shorteners and the CX Badge.
Security & API keys
Harden your organization and build integrations on organization API keys.
Email domains & team sign-up
List your company's email domains and choose whether colleagues can find and join you.
Key concepts
A few ideas run through every part of the Admin Panel. Once they click, the whole hub is easy to navigate.
Organization
Your organization is your company's account on e-satisfaction. It owns everything — your plan, your team, your data and your settings. Admins who oversee several organizations switch between them with the organization switcher.
Workspace
An organization is divided into workspaces — isolated data containers that usually map to a store, branch or department. Each workspace keeps its own feedback, data and access separate from the others, so teams only see what's theirs. Many settings can be applied per workspace.
Role
A role decides what someone can do, and is set at the organization level. Which workspaces they're on is a separate question, and it decides which data they see. The owner has full control, including billing and ownership transfer; administrators manage the organization and reach every workspace in it; members work in the workspaces they've been given.
Quota
A quota is a limit included in your plan — for example surveys per month, API calls or storage. Your Subscription & usage pages show each quota and how much you've used against it.
Metadata
Metadata is the extra context attached to feedback — transaction details like order ID and date, or responder details like email and demographics. Defining it well lets you segment and filter your results far more powerfully across Insights. See Metadata for types, levels and read-only fields.
Where to go next
Workspaces & users
Subscription, billing & usage
Security & API keys
To manage your own profile and sign-in details, see Identity & Account.