Admin Overview
Administrators keep the experience cohesive for every tenant. Use this overview to understand which knobs you control before diving into detailed tasks.
Chewbills admin controls
Admin workflows
Section titled “Admin workflows”Admins run everything through the multi-tab Settings surface implemented in frontend/src/pages/settings/useSettingsPage.js. Highlights:
- Environment prep: Configure
backend/.env(database + AI keys), runscripts/seed-default-canonical-banks.js, and ensure Postgres migrations succeed before inviting users. - AI providers: Add/update Bluemesh, OpenAI, DeepSeek, or Azure AI entries, store encrypted API keys, set per-provider usage (Statements vs. Merchant Bills), and run live connection tests. Priorities feed the backend fallback logic.
- Merchant governance: Review low-confidence bills, purge stale uploads, and ensure
merchant_billsplus linking tables stay healthy. Documented indocs/src/content/docs/admin/merchant-bill-governance.mdx. - Operational readiness: Watch Azure Pipeline runs,
startup-azure.sh, and background worker logs so PDF ingestion + AI calls hit SLAs.
Settings tab reference
Section titled “Settings tab reference”| Tab | Audience | Purpose | Key actions |
|---|---|---|---|
| AI Providers | Admin | Configure and test Bluemesh/OpenAI/DeepSeek/Azure AI credentials. | Add/edit provider metadata, rotate keys, toggle statement vs merchant flows, run connection tests, enforce case-sensitive provider names. |
| Bank Directory | All | Manage canonical banks per country plus user-specific bank preferences. | Select countries, enable/disable banks, request aliases, create canonical entries, edit detection hints, view usage metrics. |
| Credit Cards | All | Track the cards/accounts associated with a tenant. | Add card metadata, toggle active status, assign colors/icons, delete stale cards. |
| Credits | Admin | Monitor AI usage/credit pools. | Review allowances, investigate spikes with the Activity log. |
| Merchant Enrichment | All (advanced) | Override merchant names/categories and define heuristics for fuzzy matching. | Search/filter overrides, paginate results, create/update rules, toggle expired entries, edit heuristics order and defaults. |
| Merchant Bills | Admin | Fine-tune merchant bill parsing + matching. | Adjust thresholds, provider routing, and auto-match rules; control retention windows for uploaded receipts. |
| Categories | Admin | Centralized category management. | Create/update/delete categories, set colors/emojis, organize spending taxonomy. |
| Profile | All | Personal preferences for the logged-in user. | Update display name, locale, notification preferences, and security options. |
| User Management | Admin | Manage tenant members and roles. | Invite/deactivate users, assign admin/support roles, impersonate for troubleshooting. |
| System Config | Admin | Tenant-wide toggles, rate limits, hybrid-processor defaults. | Adjust background worker intervals, AI retry counts, PDF retention, and global feature flags. |
| Email Templates | Admin | Templatize transactional emails (tickets, upload summaries). | Edit Markdown/HTML snippets, preview with sample data, push updates without redeploying the app. |
Keep the settings tabs aligned with the MDX docs under docs/src/content/docs/admin/*.mdx so administrators always have the deeper runbooks.
See also
Section titled “See also”- Merchant Bill governance (coming soon)
- AI Provider reference (coming soon)
- Shared architecture overview