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Admin Panel Overview
WebWorkstationThe Admin Panel is where tenant administrators configure ZynoSuite for their organization. It is only accessible to users who have been granted administrator privileges. Regular users will not see the Admin section in their navigation.
Accessing the Admin Panel
The Admin Panel appears as a dedicated section in the sidebar. Administrators can expand it to reveal the configuration areas described below. If you do not see the Admin section, contact your organization's administrator to request access.
Admin Sections
The Admin sidebar is organized into five groups, each responsible for a different area of your ZynoSuite tenant.
Identity & Access Management (IAM)
Control who can access your tenant and what they can do once signed in.
| Page | Purpose |
|---|---|
| Users | Create and manage user accounts, assign roles, activate or deactivate access |
| Roles | Define reusable permission templates that can be assigned to multiple users |
| Permissions | View and configure fine-grained permissions for roles and individual users |
| Identity Providers (SSO) | Connect external identity providers such as Azure AD, Google Workspace, or any OIDC-compliant provider |
General
Settings that apply across your entire tenant, independent of any specific module.
| Page | Purpose |
|---|---|
| Locations | Define the physical or logical locations where your organization operates |
| Workstations | Register and manage ZynoSuite Workstation desktop installations |
CRM Administration
Configuration specific to the CRM module.
| Page | Purpose |
|---|---|
| CRM Settings | General CRM preferences and defaults |
| File Categories | Define categories used to organize files attached to contacts |
Sales Administration
Configuration for the Sales and POS module. This is the largest admin section, covering payment processing, product organization, and integrations.
| Page | Purpose |
|---|---|
| Categories | Organize products into sales categories |
| Payment Methods | Configure accepted payment methods |
| Stripe Account | Connect and manage your Stripe account for card processing |
| Card Terminals | Register physical card terminals for in-person payments |
| QuickBooks Integration | Connect QuickBooks Online for accounting sync |
| Fulfillment Settings | Configure shipping, pickup, and fulfillment workflows |
| Bookable Types | Define types for bookable services and appointments |
| Financial Accounts | Set up financial accounts for transaction categorization |
| Predefined Discounts | Create reusable discounts that staff can apply at the register |
| Credit Pools | Configure credit pools for membership programs |
| Modifier Sets | Define modifier sets for product customization |
Talk Administration
Configuration for ZynoTalk, the business phone system.
| Page | Purpose |
|---|---|
| Numbers & Access | Manage phone numbers and control which users can access each number |
| Phone Endpoints | Configure SIP endpoints and desk phone registrations |
Permissions and the Admin Flag
Access to the Admin Panel itself is controlled by the admin flag on a user's account. When a user is marked as an admin, they bypass all permission checks and have unrestricted access to every feature in ZynoSuite, including the Admin Panel.
Non-admin users cannot access any Admin Panel pages regardless of their assigned permissions. For more detail on how the permission system works, see Permissions and the Permissions Reference.