Administration

Union administrators configure the group: details and variables, delegates, billing, legal terms - and their own account. Most of this area is reserved for the administrator role.

Summary and details

The admin summary shows counts that matter: members, delegates, active cases, pending jobs. Details hold the group's identity (name, short code, locale, contact). Changes here are audited with before/after values.

Variables

Variables are per-organization picklists: case types (seven defaults covering member issues, grievances, labour relations…), member statuses, custom fields. Rename or extend them to match your union's vocabulary - existing records keep working because they reference entries, not labels.

Delegates, policies and logs

Manage delegates and their roles (see Delegates), review policies, and inspect the audit logs when you need to answer « who changed what, when ».

Monitoring jobs and AI usage

Background work (file processing, imports, extractions) runs as jobs you can watch: queued, running, failed with error codes, dead-lettered. AI usage (assistant questions, extractions) is metered per feature and model so costs stay visible.

Account and legal

Your account page holds your profile, password and sign-in methods. Legal pages record the terms you accepted and their history - acceptance is a wall: the workspace stays unreachable until the current terms are accepted.

See also

• Delegates - roles and access.
• Managing members - statuses and custom fields.