Administrator

Getting started as an Administrator means you have full visibility into your organization team activity, client cases, requests, and settings all from one place. Here's how to move through it.

Step 1: Access Your Dashboard

CRM & Clients
Case Design Requests
Team Activity
Team Management
Billing & Subscription Settings You can find this in the drop-down menu in your settings (top right), where your name or profile picture icon appears. Click on it.

This is your central hub for everything happening across your organization.

Step 2: Review Team Activity

From the dashboard, keep tabs on what's in motion:

Active client cases and their current status
Open and pending Case Design Requests
Team notes, updates, and uploaded attachments
Overall workflow progress across your org

If something needs attention or oversight, you can jump directly into any case or request from here.

Step 3: Work Inside Cases and Requests

When you open a case or request, you can take direct action:

Leave notes or post updates
Upload reports and attachments
Assign or reassign requests to team members
Review the full activity history
Communicate within the workflow without leaving the case

Everything stays in one place - no side channels, no lost context.

Step 4: Manage Your Team and Settings

Admin Owners have access to the full organizational layer:

Add or remove team members
Set roles and permissions
Switch between teams if applicable
Manage billing and subscription details
View activity across your entire organization

Step 5: Keep Workflow Moving

As your team works through cases and requests, your dashboard reflects progress in real time. Review completed work, catch anything that needs a nudge, and keep things moving without having to chase status updates.

Need help? Reach out anytime:

Email: help@annuitiesgenius.com
Chat: Use the blue bubble inside the platform
Phone: 949-600-7707