Solutions / Platform & Administration / Portal Admin
01 · PLATFORM & ADMINISTRATION
Portal Admin
Manage user access, module profiles and commercial assignments through a unified administration portal.
02 · OVERVIEW
The unified control plane for your platform
Portal Admin is the governance and control suite of the Techy IP platform. It defines and manages the business rules behind every front-end experience, and gives each market the autonomy to deploy, adapt and scale digital capabilities quickly. It runs standalone, independent of any CRM, or integrated with your CRM, and both modes can work together. From campaigns and targets to Suggested Orders, order blocks and real-time reports, everything is orchestrated with full auditability through Data Bridge and microservices.
03 · CORE FEATURES
What Portal Admin does
Standalone Portal Admin
A cloud-native control plane that runs independently of any CRM, for TradeOne CRM, another CRM or none.
CRM-integrated Admin
Admin applications inside your CRM, with rules exposed in real time to every front-end application.
Campaigns & incentives
Launch and manage campaigns and incentive programmes for every channel.
Granular business rules
Eligibility, targeting, limits and cart-level policies, configured by market.
Targets & Suggested Orders
Create targets to drive performance and generate data-driven Suggested Orders.
Order blocks & compliance
Manage order blocks and keep every channel compliant with ongoing business rules.
Applications module
Deliver dozens of business applications quickly, without customisation in the CRM.
Reports & executive dashboards
Real-time reports and executive dashboards with a 360° view of operations across all channels.
Built for
Platform administrators and commercial, trade and operations teams in each market.
Versions
Standalone or CRM-integrated, working together.
Runs on
Web, desktop-first.
Integrations
Salesforce, TradeOne CRM, any other CRM or none, through Data Bridge and microservices.
05 · INTERFACES
See Portal Admin in action
06 · MORE IN PLATFORM & ADMINISTRATION
Other solutions in this category
Payment Gateways
Connect local payment providers and banking services to the commercial journeys that need them.
Explore solution ↗CMS Admin
Put digital content and customer communications under the control of your business teams.
Explore solution ↗Medallion Cockpit
Follow data freshness, processing status and dependencies across the Medallion layers.
Explore solution ↗
07 · CONTACT
Talk to our team about Portal Admin
Opens the contact form with Platform & Administration already selected.