My Roof CRM

The super-admin panel: overview, users, plans, payments, settings

For My Roof CRM staff: who gets super-admin access, what each admin page shows, and how to disable a user account.

Advanced 6 minPlatform administrator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Rough runtime

3:19

Scenes

6

Lesson

10.1 · Platform administration

File name

10-01 admin-panel-overview.mp4

Before you record

  • A super-admin account on a staging environment; blur real user emails.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

The viewer is assumed to have: Your email is in SUPER_ADMIN_EMAILS and verified.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: The super-admin panel: overview, users, plans, payments, settings/adminTitle card, then the first screen of the lesson.For the team running the platform: a tour of the super-admin panel.
10:2041sLog in/adminLog in with the super-admin account.Super admins land straight in the Admin Panel with platform-wide counts.
21:0141sUsers/admin/usersClick Users. Search "Search by name or email". Open a user.Users lists everyone on the platform. The detail page shows their usage and lets you disable an account.
31:4241sPlans and Payments/admin/plansClick Plans, then Payments.Plans is the catalog with limits; Payments shows Stripe health and every billing event.
42:2341sSettings/admin/settingsClick Settings.Settings confirms who you are and whether Stripe is wired up.
53:0415sRecap & next lesson/admin/settingsHold on the finished result, then the end card.Next, the admin task this help center depends on: attaching tutorial videos.

Narration, in order

  1. 0. Intro: The super-admin panel: overview, users, plans, payments, settings

    0:00 · 20s

    Title card, then the first screen of the lesson.

    For the team running the platform: a tour of the super-admin panel.

  2. 1. Log in

    0:20 · 41s

    Log in with the super-admin account.

    Super admins land straight in the Admin Panel with platform-wide counts.

    Show before cutting: You land on /admin "Overview": Total Users, New Users (7d), Active Users (30d), Active Subscriptions, Organizations, Projects, Reports, Invoices; Integrations readiness; Subscription Distribution. The shell reads "Admin Panel" with nav Overview, Users, Plans, Payments, Help videos, Settings.

  3. 2. Users

    1:01 · 41s

    Click Users. Search "Search by name or email". Open a user.

    Users lists everyone on the platform. The detail page shows their usage and lets you disable an account.

    Show before cutting: Directory columns Name, Email, Organization, Plan, Status, Verified, Joined. The detail page shows Account, Usage and an "Account Control" switch ("Account is enabled/disabled").

  4. 3. Plans and Payments

    1:42 · 41s

    Click Plans, then Payments.

    Plans is the catalog with limits; Payments shows Stripe health and every billing event.

    Show before cutting: Plans: Total Plans, Active Plans, Total Subscriptions and the Plan Matrix. Payments: Stripe Integration, Webhook Status, Billing Events (Event ID, Type, Provider, Organization, Status, Date).

  5. 4. Settings

    2:23 · 41s

    Click Settings.

    Settings confirms who you are and whether Stripe is wired up.

    Show before cutting: "Super Admin Identity" (your email, "Verified email listed in SUPER_ADMIN_EMAILS") and "Integration Readiness" (Stripe keys Configured/Pending).

  6. 5. Recap & next lesson

    3:04 · 15s

    Hold on the finished result, then the end card.

    Next, the admin task this help center depends on: attaching tutorial videos.

Related lessons

Plans, trial and billing

Understand the Starter and Pro limits, what the beta gives you, how to subscribe or change plan through Stripe, and what happens when a workspace goes read-only.

Getting startedBeginner7 min

Attach tutorial videos to help guides

Paste a YouTube, Vimeo, Loom or direct video link onto a guide from the admin panel, order multiple videos, edit or remove them, and see the result on the public guide.

Platform administrationIntermediate5 min

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