Miela — Admin & Owner Guide

Section 1

Admin Dashboard

The admin dashboard shows key metrics: total users, active clients, teams, and time entries.
Quick links provide shortcuts to common management tasks.
Access the admin area by clicking "Admin" in the navigation bar (visible only to admin and owner roles).

Section 2

The Users page lists all users with search, role filter, team filter, and status filter.
Month Data column shows colored indicators: green = has time entries for that month, amber = has error entries, gray = no data.
Toggl column shows sync status: "Synced", "Connected", "Sync off", or "Not set".
Click "View" to see user details, or "Sign in as" to impersonate the user (useful for debugging).
Roles: Owner (full access), Admin (management access), Manager (can view managed invoice keys), Member (basic access).

Section 3

Shows user details: email, VA SID, role, teams, Toggl status, and active status.
"Edit User" to change role, active status, or Toggl sync settings.
"Sign in as" to impersonate this user and see the app from their perspective.

Section 4

Lists all clients with their invoice key count and active status.
Search by client name, filter by status.
Click "View" to see a client's invoice keys and billing codes.
Click "Edit" to update client details.
"New Client" button to create a client manually (most clients are created via VA Master sync).

Section 5

Demo Mode — Toggle demo mode on/off to simplify the nav for presentations.
Toggl Sync — Sync time entries from Toggl for all users with tokens. Configure sync interval.
VA Master Sync — Import organizational structure (clients, invoice keys, billing codes) from the VA Master Google Sheet. Shows recent sync history.
Data Sources — View the raw VA Master data as synced from Google Sheets.
Import Users — Upload a CSV with user credentials (VA SID, name, email, Toggl token).
Sync VA Names — Import users from the VA-NAMES Google Sheet (creates users without Toggl tokens).
Bulk Import Time Entries — Upload ZIP or JSON files containing Toggl export data.
Reset Data (owner only) — Dangerous actions to reset specific data. Use with extreme caution.

Section 6

Shows the raw VA Master data as imported from the Google Sheet.
Each row shows: whether it exists in the database (DB column), invoice key, VA entity, workstream, client, billing code, and manager.
Green checkmarks indicate the record exists in the database.
Useful for verifying import accuracy and identifying missing data.

Section 7

Import Credentials CSV — Upload the CSV with user VA SIDs, names, emails, and Toggl tokens via Backstage.
Sync VA Names — Click "Sync VA Names" to import the full user list from the VA-NAMES Google Sheet.
Sync VA Master — Click "Sync VA Master" to import organizational structure (clients, invoice keys, billing codes, managers).
Bulk Import or Toggl Sync — Either bulk import historical data or enable Toggl sync for ongoing time entry collection.
Verify — Check the Users page for month data indicators and the VA Master Data view for import accuracy.

Section 8

Role	Access Level
Owner	Full access. Can reset data, manage all settings, impersonate any user.
Admin	Full management access. Cannot reset data.
Manager	Can view managed invoice keys and download reports. Has all member capabilities.
Member	Can view own dashboard and time entries. Basic access only.