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Admin console guide

Use customer-facing team and organisation settings without relying on internal admin or development surfaces.

Updated 31 May 20265 min readAuthor: Redactorr Support Team · [email protected]Last reviewed: May 2026

Outcome

You know whether the task belongs in customer settings, organisation management, or support escalation.

Your progress

Mark each step as you complete it. This is saved only in this browser.

0 / 3 steps complete

Before you start

Use an account with the right role for the task.
Do not use internal admin URLs from screenshots, old docs, or support notes.
Start from visible Settings, Team, Organisation, Vault, Share, or Reports surfaces.

Visual frame

Review asset

Admin console boundary storyboard

Synthetic admin frame only. It avoids exposing internal admin, operator, or development routes as customer instructions.

SurfaceCustomer-visible
RoleCheck access
Internal routesDo not use

Synthetic frame

Admin task

Choose the visible customer setting.

NeedInvite teammate
SurfaceTeam settings
Internal adminAvoid
Admin guidance should route to the exact customer-facing task.

Admin console guide boundary frame

Reference frame for a deferred or gated topic. It routes users to current supported workflows and safe escalation.

BoundaryWhat is safe to rely on right now.
RouteThe current supported workflow or article to use instead.
EscalateWhat support can receive without private material.

Guided steps

Follow the task, then check the result.

Identify the admin task

Name the task: invite teammates, adjust security settings, view analytics, set compliance defaults, or manage detection defaults.

Success check: The task maps to a visible customer-facing surface or a support question.

Open the visible customer surface

Use Settings, Team, Organisation, Reports, or Analytics if available. If you only have an internal-looking route, stop and ask support.

Success check: You are using a surface intended for your account role.

Use the specific guide

Move to the guide for the task rather than treating Admin as one large control area.

Success check: You are following the article for the exact setting or team action.

Branch questions

Completion check

The task was named before changing settings.
Only account-visible customer surfaces were used.
Internal admin or development routes were avoided.

Support boundary

Support can use by default

  • Article slug and selected boundary question.
  • Screen, plan, or workflow name if visible.
  • Browser, viewport, and account-visible state.
  • Synthetic example or already-redacted sample only after review.
  • Intent ID
  • Article slug
  • App route

Requires your consent

  • User-written description
  • Email address
  • Explicit attachment
  • Redacted sample
  • Support bundle previewed to the user

Not collected by default

  • Raw original document text
  • Full local file paths
  • Pasted private content
  • Unmasked screenshots
  • Replay capture

Safe support summary

Copy a scrubbed handoff.

Redactorr KB support summary

Article: /knowledge-base/admin-console-guide
Selected issue: A customer-facing admin surface is missing for your role.
Playbook progress: 0/3 steps marked complete

Safe context to include:
- Article slug and selected boundary question.
- Screen, plan, or workflow name if visible.
- Browser, viewport, and account-visible state.
- Synthetic example or already-redacted sample only after review.
- Intent ID
- Article slug
- App route

Requires explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture

User note:
- Describe the step and symptom without pasting raw document text, secrets, files, or restoration material.

Article details

Admin console guide

Use customer-facing team and organisation settings without relying on internal admin or development surfaces.

Current Boundary

Public KB content should not document internal admin, operator, or development routes. Users should use account-visible team, organisation, security, analytics, and compliance settings only where those surfaces are available to their role.

Outcome

You know whether the task belongs in customer settings, organisation management, or support escalation.

Before You Start

  • Use an account with the right role for the task.
  • Do not use internal admin URLs from screenshots, old docs, or support notes.
  • Start from visible Settings, Team, Organisation, Vault, Share, or Reports surfaces.

1. Identify the admin task

Name the task: invite teammates, adjust security settings, view analytics, set compliance defaults, or manage detection defaults.

Check before you continue: The task maps to a visible customer-facing surface or a support question.

2. Open the visible customer surface

Use Settings, Team, Organisation, Reports, or Analytics if available. If you only have an internal-looking route, stop and ask support.

Check before you continue: You are using a surface intended for your account role.

3. Use the specific guide

Move to the guide for the task rather than treating Admin as one large control area.

Check before you continue: You are following the article for the exact setting or team action.

Completion Check

  • The task was named before changing settings.
  • Only account-visible customer surfaces were used.
  • Internal admin or development routes were avoided.

Safe Examples

  • I need to invite a teammate, not access an internal admin route.
  • I can see Organisation settings but not platform admin tools.

If You Need Support

Contact support when:

  • A customer-facing admin surface is missing for your role.
  • A link opens an internal or development-looking route.

Include only support-safe context:

  • Article slug and selected boundary question.
  • Screen, plan, or workflow name if visible.
  • Browser, viewport, and account-visible state.
  • Synthetic example or already-redacted sample only after review.

Still stuck?

Copy a safe article handoff.

Start support with the article, the issue, and safe context. Raw document text, files, restoration material, and unredacted screenshots stay out unless you explicitly choose otherwise.

Support can start here
  • Article slug
  • Selected issue
  • Screen name
  • Action name
Redactorr support case

Source: Article playbook: admin-console-guide
Route: /knowledge-base/admin-console-guide
Selected issue: A customer-facing admin surface is missing for your role.

Safe context:
- Article slug and selected boundary question.
- Screen, plan, or workflow name if visible.
- Browser, viewport, and account-visible state.
- Synthetic example or already-redacted sample only after review.
- Article slug
- Selected issue
- Screen name or article section
- Action name

Only include with explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture
- Hidden diagnostic uploads

User note:
- Describe what you tried and what happened. Do not paste raw document text, secrets, files, restoration material, or unredacted screenshots.

Support case builder

One case format, wherever you start.

This is the same support case shape used by diagnostics and article handoffs.

Safe to include
  • Article slug and selected boundary question.
  • Screen, plan, or workflow name if visible.
  • Browser, viewport, and account-visible state.
  • Synthetic example or already-redacted sample only after review.
  • Article slug
  • Selected issue
Consent boundary

Private material belongs behind an explicit consent step, not in the initial case.

6 default exclusions

Before you copy0/4 ready
Open safe support guide