After deployment:
- open the platform login page
- sign in with your administrator credentials
- complete MFA if required
- confirm you can access the admin dashboard
| Role | Primary responsibility |
|---|---|
| Super Admin | full system access and global configuration |
| Admin | form and program management for owned areas |
| Reviewer | review assigned submissions and applications |
| User | applicant and end-user access only |
Higher roles inherit lower-role abilities, but form-specific permissions may also be used to grant narrower access without broader role elevation.
The admin dashboard is the control center for day-to-day operations. Depending on role, it may show:
- form, program, and submission counts
- pending reviews
- active clarification requests
- quick links for creation and review tasks
- recent activity and alerts
Typical navigation areas include:
- dashboard
- forms
- programs
- submissions or review queue
- reports
- users
- settings
For a new deployment, complete these actions first:
- verify site branding and organization name
- confirm SMTP works using a test email
- configure user roles and invite internal staff
- create a pilot form
- create a pilot program if applicable
- review notification templates
- verify audit logging and cron-driven background jobs