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Admin: Overview
A quick tour of the Admin tab and where everything lives.
The Admin tab is where company admins set up how Trakwell works for their company. This article covers who can use it, what’s in the sidebar, and the tools you’ll see on most Admin pages.
In this article
Who can use the Admin tab
The Admin tab is for company admins. Salespeople, store managers, and company managers don’t see it.
To open it, click Admin in the top menu.
📝 Note: Available settings can vary by account and may change over time. If you don’t see a setting listed in these articles, or need help with one, contact our support team.
Admin sidebar
Everything in the Admin tab is in the left sidebar.
| Page | What it’s for |
|---|---|
| Company | A summary of your company and its settings |
| Company Settings | Company-wide settings, goals, Floorboard setup, and integrations |
| Podium | Connect Podium and set up review requests |
| Store | View, edit, and add stores |
| Store Hours | Set company and store hours, plus holidays |
| Subscription Management | See all report subscriptions in one place |
| Templates Text | Create email templates salespeople use with customers |
| Users | Add and edit users, roles, and store access |
| Site Admin > Company Code | Manage your dropdown lists, like Advertising Source, No Sale Reason, and User Status |
💡 Tip: The Analytics articles mention dropdowns and goals “set by the company admin in the Admin tab.” Those live in Company Settings and Company Code.
👉 Admin: Company Settings (#)
👉 Admin: Company Codes (#)
The Company page
The Company page lists your company with a summary of its settings in columns, so you can see what’s turned on at a glance.
To make changes, click the Edit icon in the Actions column. This opens the same tabs as Company Settings.
👉 Admin: Company Settings (#)
Search and table tools
Most Admin pages with a list (Store, Store Hours, Users, Templates Text, and others) have the same tools at the top.
| Tool | What it does |
|---|---|
| Search | Pick a column from the dropdown (or leave it on All Columns), type, and click the search icon |
| Actions | Select Columns, Filter, Sort, Format, Download, Save Report, Reset, and Help |
The Actions menu works just like the one in Analytics reports.
👉 Analytics: Using Report Tools (https://help.trakwell.ai/knowledge-base/analytics-report-tools#tables)
Saving your changes
On pages with settings, changes aren’t saved until you save them.
- Make your changes.
- Look for Unsaved changes in the bottom left. It lets you know there’s something to save.
- Click Apply Changes to save, or Cancel to undo.
Some pages use a different button name, like Save Hours or Save Rotation Options. Each article points these out.
Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or submit a ticket.