Economy admin on Documentation

Account Overview

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What is an economy administrator account?

An economy administrator account is designed for users who are responsible for handling the financial and billing operations on the platform. The Economy admin has visibility into customers from a financial perspective and manages billing accounts, invoices, and transactions across the platform.

Economy Administrator Account Activities

Economy administrators can engage in platform-wide financial activities, including:

Customer Financial Overview: Access customer organizations’ billing information and keep it up to date
Billing Account Management: Maintain customers’ billing accounts, including shared accounts used for joint billing arrangements
Invoicing and Transactions: Manage invoice documents and the financial transactions tied to customers’ billing accounts

How to get an economy administrator account?

Economy administrator accounts are created directly by a System administrator. This role is not available through self-registration or invitation flows and is reserved for internal personnel who handle the platform’s finances.

Dashboard

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The Dashboard is your main landing page as an Economy admin. For this role the page is intentionally minimal: both dashboard blocks are always empty.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

Always shows “No events for today”.

Upcoming Events

Always shows “No upcoming events”.

The Economy admin role is a pure system role and cannot be combined with participating roles such as Attendee, Mentor, or Professional. Since only those participating roles have events shown on the dashboard, your Today’s Schedule and Upcoming Events blocks remain empty.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As an Economy admin, the Calendar menu entry is available when you are signed in, but this role is not used to manage or view teaching schedules. Economy work is done in billing, transactions, and related areas.

Accessing the Calendar

Click Calendar in the main navigation menu if you need to confirm what the page looks like for support purposes.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

What you see

No events are loaded for the economy administrator role.
The filter panel does not appear (SHOW FILTERS is not shown).
The grid is empty for all date ranges.

This is expected: calendar data is scoped to instructional and participation relationships (services, customers, professionals, mentors, attendees), not economy administration.

Customers

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The Customers area gives Economy administrators read and financial access to every customer account on the platform. You use this area to review customer accounts, keep their organization and billing information up to date, and manage shared billing accounts.

The Customers menu item appears under the CUSTOMERS section in the sidebar. Economy administrators can browse, view, and export customers, edit organization and billing information, and manage shared accounts.

Accessing Customers

Sign in with an Economy administrator account.
In the left sidebar, open the CUSTOMERS section.
Click Customers.

Customers list

The list shows all customer accounts, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge in the Status column.

Billing Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Billing accounts area gives Economy administrators access to every customer billing account on the platform. You use this area to review account balances, inspect the transaction ledger, and control whether an account may go into negative balance.

The Billing accounts menu item appears under the BILLING section in the sidebar.

Accessing Billing Accounts

Sign in with an Economy administrator account.
In the left sidebar, open the BILLING section.
Click Billing accounts.

Billing account types

Every customer organization has at least one billing account. There are two types:

Invoice Documents

Mon, 01 Jan 0001 00:00:00 +0000

The Invoice documents area lets Economy administrators assemble, review, and finalize billing documents for customers. An invoice document groups withdrawal and credit transactions from a billing account and, when finalized, creates an Invoiced amount transaction.

The Invoice documents menu item appears under the BILLING section in the sidebar.

Accessing Invoice Documents

Sign in with an Economy administrator account.
In the left sidebar, open the BILLING section.
Click Invoice documents.

Invoice document statuses

Status	Description
Not invoiced	Draft document — transactions are linked but not yet finalized. Can be edited or deleted
Invoiced	Finalized document — an Invoiced amount transaction has been created. Cannot be edited or deleted

Invoice documents list

Filters

Click SHOW FILTERS to expand advanced filtering:

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Economy admin role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the economy administrator performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action except where noted (confirmations).

Economy admin on Documentation

Account Overview

What is an economy administrator account?

Economy Administrator Account Activities

How to get an economy administrator account?

Dashboard

Accessing the Dashboard

Dashboard Features

Today’s Schedule

Upcoming Events

Calendar

Accessing the Calendar

Calendar layout

Views and navigation

What you see

Customers

Accessing Customers

Customers list

Billing Accounts

Accessing Billing Accounts

Billing account types

Invoice Documents

Accessing Invoice Documents

Invoice document statuses

Invoice documents list

Filters

Notifications