Admin & Ops

The Admin Console Playbook

A 12-section operator cockpit: accounts, impersonation, P&L, audit log, settings.

ADMIN-CONSOLE-PLAYBOOK.md · 26 sections · 5,216 words · 42 KB · markdown

The surface you live in once real users show up. Customer list with drill-down, safe impersonation, plan management, credit grants, a financial overview, and a full audit log. The largest playbook in the library because it replaces four SaaS tools you'd otherwise pay for.

What's inside

//A role-gated admin shell with 12 sections
//Customer list + detail with lifetime value and last-activity
//Customer impersonation with an audit trail and a hard exit
//Financial overview: MRR / ARR / LTV, revenue + expense ledgers, plan distribution
//Plan management, account-status toggles, credit grants, refunds
//An immutable audit log for every privileged action

When to use it

Week 3. Day 1 of having customers, in practice.

Build these first

App Infrastructure, Auth & Onboarding

Unlocks

Admin Analytics Dashboard, SEO/GEO Engine, Support Inbox, Email Automation Console, SMS Copilot Console

Straight from the file

Scope to your app: a per-user tool (no sales motion) can drop Inbox/Mail; a pre-revenue internal app can drop Automations/SEO and stub the P&L. Ship Summary + Accounts + Users + Audit + Impersonation as the irreducible core.

Table of contents

0. Use this spec
1. Architecture
2. Nav structure (the cockpit)
3. Schema (Supabase)
4. Edge gating (proxy.ts)
5. requireAdmin() + the role/permission model
6. Audit log — recordAdminAction()
7. Overview dashboard — financial P&L + acquisition funnel
8. Customer/workspace management endpoints
9. Signups segmentation (lead vs abandoned checkout)
10. Cold leads (anonymous lead-magnet opt-ins)
11. Unified conversation system (one core, three faces)
15. Email automation console (Automations)
16. Analytics tab
17. SEO & GEO tab
18. Settings
19. Impersonation flow
20. Enterprise API key bridge
21. Refund issuance
22. Customer health metrics
23. Realtime notifications (the "cha-ching")
24. Admin Web Push
25. Message attachments
26. Admin → Client sync rule (MANDATORY)
27. Common pitfalls
28. Kickoff prompt

How to run it

Drop ADMIN-CONSOLE-PLAYBOOK.md into your repo, then tell Claude Code: “Read ADMIN-CONSOLE-PLAYBOOK.md and implement it in this codebase.” It's written for an agent to execute end to end. Search the file for angle-bracket placeholders and swap in your own project names, domains, and keys before the first run.

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