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InsightsPulse Admin Panel Documentation

This guide helps you understand and manage the InsightsPulse admin portal – from user onboarding and organization setup to report publishing, allotment, billing and account management.

Best suited for BI Teams Analytics Service Providers Enterprises White-label Portal

1. Overview

InsightsPulse is a white-label report delivery platform that allows you to host and share Power BI / Tableau / other BI reports with your end customers without exposing your original BI tool or increasing license costs.

  • Central admin portal to manage organizations, workspaces and users.
  • Role-based access to dashboards and reports.
  • Configurable subscription plans and billing.
  • Secure embedding and access control for reports.

2. Getting Started

Follow these steps to start using the InsightsPulse admin panel:

  1. Open the admin URL in your browser (e.g., https://admin.insightspulse.in).
  2. Login with your admin credentials.
  3. Complete your Profile Settings and organization details.
  4. Create your first Workspace and Categories.
  5. Add Reports and allot them to users using Reports Allotment.

3. Dashboard

The Dashboard is the landing page after login. It provides a quick summary of usage and key actions.

Key Information

  • Total organizations, workspaces and active users.
  • Number of reports published and allotted.
  • Recent login activity and top used reports.
  • Billing summary (current plan, usage, upcoming renewal).

Typical Actions

  1. Review overall usage and active users.
  2. Jump directly to modules using quick links (Users, Reports, Payments).
  3. Monitor alerts like expired plans or failed payments.

4. User Registration

The User Registration module is used to create and manage users who will access the portal and reports.

Fields (Example)

  • Full Name
  • Email ID (login username)
  • Mobile Number (optional)
  • Organization (link to Organization module)
  • Role (Admin / Manager / Viewer)
  • Status (Active / Inactive)

Steps to Add a New User

  1. Go to User Registration from left menu.
  2. Click on Add User.
  3. Fill in the required fields and select an organization & role.
  4. Save. The user receives login details as per your configuration.

5. Organization

Organizations represent your customer entities or internal departments. Each organization can have multiple workspaces and users.

Use Cases

  • Create separate organizations for each client.
  • Assign custom branding or domain mapping per organization (if enabled).
  • Configure default plan / workspace access.

Steps

  1. Open the Organization module.
  2. Click Add Organization.
  3. Enter name, contact person, contact email and optional logo.
  4. Save to create the organization and relate users/workspaces.

6. Workspace

A Workspace groups related reports for an organization. For example, “Sales Analytics”, “Finance Dashboards”, “Management Reports”.

Steps to Create a Workspace

  1. Go to Workspace module.
  2. Choose the target Organization.
  3. Specify the workspace name and description.
  4. Save. Now you can attach reports and users to this workspace.

7. Category

Categories help you logically group reports inside a workspace (e.g., “Sales”, “Operations”, “Marketing”, “Finance”).

Steps

  1. Open the Category module.
  2. Select the Workspace.
  3. Enter category name (e.g., “Monthly Sales”).
  4. Save to use this category when creating reports.

8. Reports

The Reports module stores the report definition – for example, embedded Power BI / Tableau URLs, display name and access configuration.

Fields (Example)

  • Report Name
  • Workspace & Category
  • Report Type (Power BI / Tableau / URL / iFrame)
  • Embed URL or Report ID
  • Sort Order / Display Order
  • Status (Active / Inactive)

Steps to Add a Report

  1. Navigate to Reports.
  2. Click Add Report.
  3. Select Organization, Workspace, and Category.
  4. Enter the embed URL and configuration.
  5. Save. Next, allot this report to users.

9. Reports Allotment

The Reports Allotment module controls which users can view which reports.

Steps

  1. Open Reports Allotment.
  2. Select Organization, Workspace and User.
  3. Tick the reports you want to allot to that user.
  4. Save changes – the user will now see only allotted reports.

10. User History

User History shows login activity and report usage for auditing and monitoring.

  • Track which user viewed which report and when.
  • Identify active vs inactive users.
  • Export logs (if enabled) for compliance or billing.

11. Custom Plan

Custom Plan allows you to define tailored subscription plans for specific organizations.

  • Set user limits, report limits and pricing.
  • Configure duration (monthly, yearly, custom).
  • Attach plan to one or more organizations.

12. Profile Settings

In Profile Settings, admins can maintain their own profile and portal-level preferences.

  • Update name, email, mobile number.
  • Change password.
  • Configure time zone and display preferences.
  • Optional: Upload profile picture / change theme preference.

13. Orders

The Orders module records subscription or plan orders raised for organizations.

  • View order ID, organization, plan details and amount.
  • Check order status (Pending / Paid / Cancelled).
  • Use this to trace historical plan changes.

14. Payments

Payments shows transaction-wise payment information for plans and renewals.

  • Filter by date range, organization or status.
  • Identify failed or pending payments.
  • Export data for finance reconciliation (if enabled).

15. Downtime

Downtime can be used to track or configure system maintenance windows / outages.

  • Log planned maintenance periods.
  • Track impact on active organizations.
  • Use it as reference for support queries.

16. Settlements

The Settlements module summarizes how collected payments are settled to your primary account.

  • View settlement batch, amount and date.
  • Match with your bank statements.

17. Instant Settlements

If enabled, Instant Settlements shows payouts that are settled instantly instead of standard cycles.

18. Refunds

Refunds captures any partial or full refunds issued to organizations.

  • View original order/payment reference.
  • Check refund amount, reason and status.

19. Disputes

Disputes can be used to log customer disputes around billing or access.

  • Track dispute reference, description and severity.
  • Assign owner / team member to resolve.
  • Close with proper resolution comments.

20. Account Object

An Account in InsightsPulse can represent your internal billing account configuration – for example, the entity used to collect and settle payments.

  • Account name and identifier.
  • Bank / payout configuration (if applicable).
  • Associated organizations.

21. Create an Account

  1. Go to the Accounts section.
  2. Click Create Account.
  3. Fill in the account name and necessary billing details.
  4. Save and link organizations to this account, if required.

22. Update an Account

  1. Open the Account Object list.
  2. Select the account to edit.
  3. Update fields such as contact person, bank details or status.
  4. Save to apply changes.

23. Delete an Account

Deleting an account should be done carefully, as it can impact billing and settlement mapping.

  1. Ensure no active organizations are mapped to the account.
  2. Navigate to Account Object list.
  3. Select the account and choose Delete.
  4. Confirm deletion when prompted.

Example: Sample User & Report Mapping (JSON)

Sample Configuration (for reference only)

                                

                                
                                            {
                                            "user": {
                                            "id": "USR-1001",
                                            "name": "Demo User",
                                            "email": "demo@insightspulse.in",
                                            "organizationId": "ORG-01",
                                            "role": "Viewer"
                                            },
                                            "workspaces": [
                                            {
                                            "id": "WS-01",
                                            "name": "Sales Analytics",
                                            "reports": [
                                            {
                                            "id": "RPT-001",
                                            "name": "Monthly Sales Overview",
                                            "category": "Sales",
                                            "isAllotted": true
                                            },
                                            {
                                            "id": "RPT-002",
                                            "name": "Region-wise Performance",
                                            "category": "Sales",
                                            "isAllotted": true
                                            }
                                            ]
                                            }
                                            ]
                                            }