Admin overview

Admins run the control plane. You decide what gets captured, spin up assignments, and bring the right people in, so field users get a focused, tailored experience and you get consistent, defensible documentation.

You work in the admin console in your browser. Field users work in the mobile app.

New here? Read these four, in order

1. Logging in so you can get in.
2. Access levels so you know what you are allowed to do, and what to give other people.
3. How teams work because the team is where everything actually lives.
4. How profiles are set up because a profile is what decides which questions get asked in the field.

How the pieces fit

Organization
   └── Business Unit
          └── Team
                 ├── Profiles       (your reusable question sets)
                 └── Assignments    (one job, created from a profile)
                        ├── Rooms, media and groups   captured in the field
                        ├── Loss information          your custom questions
                        └── Collaborators, observers  guests you invite

Four levels, and each one has a job:

Level	What it is for	Read more
Organization	Your company. The wall nothing crosses.	How organizations work
Business unit	A division you can hand to a deputy.	How business units work
Team	Where profiles, assignments, people and settings live.	How teams work
Assignment	One loss, at one property, for one claim.	Create an assignment

The key idea: a profile is a saved, reusable set of questions. Build it once for a loss type, and every assignment created from it asks the same things in the same order.

Everything in the console

Area	What it is for
Mission Control	Live view: who is capturing, how fast, and where.
Submissions	Every locked media hand off from the field.
Teams	Your structure, and each team's defaults.
Profiles	Define your own rooms, item fields and loss questions.
Assignments	Create a job and hand it to the field.
Users and Access	Who is in your company, and who is on each job.
Capture settings	Timestamp, GPS and watermarking.
Webhooks	Push events into your other systems as they happen.
Audit log	A complete record of who did what.

A typical setup, start to finish

1. Create a business unit. The wizard creates your first team along the way.
2. Build a profile for that loss type, and publish it.
3. Check the team's capture settings.
4. Invite the people who will run and work the job.
5. Create an assignment from the profile.
6. Watch progress in Mission Control, and wire webhooks into your claim system if you want to.

Start with Logging in.