Admin Guide

This guide covers all operations available in the Capptro Admin Panel. The admin panel is used to manage organizations, subscriptions, discounts, promo codes, licenses, portal users, support tickets, and software patches.

Table of Contents

• Dashboard Overview
• Managing Organizations
• Setting Discounts on Subscriptions
• Promo Codes
• Subscriptions
• Portal Users
• License Management
• Orders
• Support Tickets
• Software Patches

Dashboard Overview

The dashboard is the first page you see after logging in. It provides a real-time snapshot of your platform across both the Download Portal (self-hosted licenses) and the Online Platform (cloud subscriptions).

Download Portal Statistics

• Portal Users: Total registered accounts on the download portal, with new registrations this month
• Active Licenses: Desktop software licenses currently active
• License Revenue: Total revenue from desktop license purchases, with orders this month
• Open Tickets: Support tickets awaiting resolution

Online Platform Statistics

• Organizations: Total tenant organizations on the cloud platform, with new this month
• Active Trials: Organizations currently in their 14-day trial period
• Active Subscriptions: Paying SaaS subscriptions
• Subscription Revenue: Total revenue from SaaS subscriptions

Recent Activity & Quick Actions

The dashboard also shows the 10 most recent activities (new orders, registrations, and support tickets) and provides quick action buttons to issue a new license, create a promo code, or view open tickets.

Managing Organizations

Organizations are cloud (SaaS) tenants. Each organization has its own isolated data, users, and settings. Navigate to Admin > Organizations to manage them.

Viewing Organizations

The organizations list shows all tenants with their name, owner, status, subscription type, user count, and creation date. Use the filters to narrow by status or search by name, email, or slug.

Organization Statuses

Viewing Organization Details

Click View on any organization to see its full details:

• Organization Information: Name, slug, owner name/email, phone, country, and creation date
• Subscription & Usage: Subscription type (Standard/Pro/Enterprise), billing plan (Monthly/Annual), trial end date, user count vs. limit, storage usage vs. limit, and any active discounts
• App Users: All users within the organization, their admin status, and when they were created
• Active Subscription: Plan type, billing cycle, amount, payment provider (Stripe/PayPal), Stripe/PayPal subscription ID, and current billing period dates
• Payment History: All past payments with date, amount, status, payment method, and description

Editing an Organization

Click Edit to modify the following fields:

1. Organization Name: The display name of the tenant
2. Status: Change between Active, Trial, Suspended, or Cancelled
3. Subscription Type: Standard, Pro, or Enterprise
4. Billing Plan: Monthly or Annual
5. Max Users: The maximum number of app users allowed (minimum 1)
6. Max Storage (MB): Storage quota in megabytes
7. Trial Ends At: The trial expiration date (leave empty if not on trial)
8. Subscription Ends At: When the subscription expires (leave empty for ongoing)
9. Discount: See Setting Discounts below

Suspending & Reactivating

From the organization detail page or the edit page, admins can:

• Suspend: Immediately blocks all users from accessing the application. Data is preserved and can be restored.
• Reactivate: Restores access for all users in a suspended organization.

Deleting an Organization

Setting Discounts on Subscriptions

Capptro supports two ways to offer discounts: per-organization discounts (applied directly to a specific tenant) and promo codes (reusable codes customers can apply at checkout).

Per-Organization Discount

To set a discount for a specific organization's monthly subscription:

1. Go to Admin > Organizations
2. Find the organization and click Edit
3. Scroll down to the Discount section
4. Set the Discount Type:
   • None: No discount applied
   • Percentage: A percentage off the monthly price (e.g., enter 20 for 20% off)
   • Fixed Amount: A fixed dollar amount off per month (e.g., enter 5 for $5 off each month)
5. Enter the Discount Value (the percentage or dollar amount)
6. Optionally add a Discount Note to record why the discount was given (e.g., "Early adopter discount", "Annual commitment", "Partner referral")
7. Click Save Changes

Examples

Removing a Discount

To remove an organization's discount, edit the organization and set the Discount Type back to None, then save.

Promo Codes

Promo codes are reusable discount codes that customers can enter during checkout. Navigate to Admin > Promo Codes to manage them.

Creating a Promo Code

1. Go to Admin > Promo Codes
2. Click Create Promo Code
3. Fill in the details:
   • Promo Code: The code customers will enter (letters, numbers, underscores, and hyphens only). Automatically converted to uppercase. Example: SUMMER2026
   • Description: Internal note about the promotion (e.g., "Summer sale 20% off")
   • Discount Type:
     • Free License: Grants a completely free license/subscription
     • Percentage Off: A percentage discount (enter the value, e.g., 20 for 20% off)
     • Fixed Amount Off: A fixed dollar amount off (enter the value, e.g., 50 for $50 off)
   • Restrict to Plan: Optionally limit the code to a specific plan, or leave as "All Plans"
   • Maximum Uses: How many times the code can be redeemed. Leave empty for unlimited uses.
   • Valid From / Valid Until: Optionally set a date range when the code is valid
   • Active: Check to make the code available immediately, or uncheck to save it as a draft
4. Click Create Promo Code

Editing a Promo Code

Click on a promo code to view its details and usage statistics. From there, click Edit to modify any field. The edit page also shows how many times the code has been used.

Deleting a Promo Code

On the edit page, scroll to the Danger Zone and click Delete Promo Code. This will also remove all redemption history. Only users with the admin role can delete promo codes.

Promo Code Examples

Subscriptions

Navigate to Admin > Subscriptions to view all SaaS subscriptions. This page shows active, past-due, cancelled, and incomplete subscriptions.

Subscription Information

Each subscription row displays:

• Organization: The tenant name and owner email
• Plan: Standard or Pro
• Billing: Monthly or Annual
• Amount: The subscription amount in the customer's currency
• Status: Active, Past Due, Cancelled, or Incomplete
• Current Period: The start and end dates of the current billing cycle

Subscription Statuses

Filtering Subscriptions

Use the status dropdown at the top to filter by Active, Past Due, Cancelled, or Incomplete. Click View Org to navigate to the full organization details.

Payment Providers

Subscriptions are processed via:

• Stripe: Credit/debit cards (Visa, MasterCard, American Express). Subscription events are tracked via webhooks.
• PayPal: PayPal account or PayPal-supported methods. Events are also tracked via webhooks.

Portal Users

Portal users are customers who registered on the download portal to purchase and manage desktop software licenses. Navigate to Admin > Users to manage them.

User Information

Each user record shows:

• Name & Email: Contact details
• Company: The company name they registered with
• Licenses: Number of active licenses
• Orders: Number of purchase orders
• Verified: Whether the email has been verified
• Registered: Account creation date

Searching Users

Use the search box to find users by name, email, or company name.

Viewing & Editing Users

Click View to see full details including licenses, orders, and activity. Click Edit to modify user information.

Cleaning Up User Data

Admins can clean up a user account, which removes the user and all related data (licenses, orders, etc.) and allows the email address to be re-registered.

License Management

Licenses are for the self-hosted (desktop) version of Capptro. Navigate to Admin > Licenses to manage them.

License Information

Each license shows:

• License Key: The unique activation key
• User: The portal user who owns the license
• Plan: Starter, Professional, or Enterprise
• Status: Active, Expired, Suspended, or Revoked
• Domain: The domain the license is bound to (if any)
• Expires: Expiration date, or "Never" for lifetime licenses

Issuing a New License

1. Go to Admin > Licenses
2. Click Issue New License
3. Select the user, plan, and set the expiration date
4. The license key is generated automatically

Filtering Licenses

Use the search box and status dropdown to filter by license key, user name, email, or status (Active, Expired, Suspended, Revoked).

Orders

Navigate to Admin > Orders to view all purchase transactions for desktop licenses. Each order shows the date, user, amount, status, and payment method.

Support Tickets

Navigate to Admin > Tickets to manage customer support requests.

Ticket Information

Each ticket shows:

• ID: Unique ticket number
• Subject: Brief description of the issue
• User: The customer who submitted the ticket
• Priority: Urgent, High, Normal, or Low
• Status: Open, In Progress, Waiting, or Closed
• Assigned To: The admin handling the ticket
• Replies: Number of replies on the ticket

Filtering Tickets

Use the status and priority dropdowns to filter tickets. For example, select Open to see all unresolved tickets, or Urgent to see high-priority issues.

Responding to Tickets

Click View to open a ticket. From there you can read the full conversation, assign the ticket to yourself or another admin, change the status, and post a reply.

Response Time Guidelines

Software Patches

Navigate to Admin > Patches to manage software updates for the self-hosted version. From here you can create new patches that are distributed to self-hosted installations via the client updater system.

Admin Roles

The admin panel has role-based access control:

• Admin (full): Can perform all actions, including destructive operations like deleting organizations, promo codes, and user data.
• Other roles: Can view and edit most data, but cannot perform destructive actions (delete buttons are hidden).

Quick Reference: Common Tasks