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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

The Admin portal is a separate area of HoLaCe where the firm-level controls live. Most attorneys and paralegals never need to open it. If you’re a FIRM_ADMIN, you’ll spend time here whenever you onboard a new teammate, review billing, or change how HoLaCe looks for your firm. If you’re a SUPER_ADMIN (HoLaCe staff), you have an even broader admin surface that spans every firm on the platform. [Screenshot: Admin portal landing page with the left-hand admin sidebar visible]

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Who can access it

RoleCan open the Admin portal?What they see
SUPER_ADMINYesFull platform admin — every firm, billing, services catalog, queues, system health
FIRM_ADMINYesFirm-scoped admin — their organization’s users, branding, billing, settings
ATTORNEY, PARALEGAL, SERVICE_PROVIDER, CONTRACTORNoThe portal is hidden from the sidebar
If you don’t see the Admin entry in your sidebar, your account doesn’t have admin permissions. Ask your firm admin to upgrade your role on the Users & Roles page.

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What lives here

The admin portal groups firm-management tasks into a few sections:

Users & Roles

Add teammates, assign roles, deactivate accounts, trigger password resets.

Billing

Pay-per-use rates, monthly statement, document pricing config, CSV export.

Branding

Firm name, logo, colors, letterhead, demand-letter signature blocks.

Integrations

Stripe, DocuSeal, Resend email — turn on what you need.
The super-admin-only sections — Firms, Service Catalog, Queues, Health, Knowledge Base, Templates — are documented separately in the platform-operator guide. Firm admins won’t see these in their sidebar.

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How admin work fits into the rest of HoLaCe

Admin work is infrastructure: you set things up once and revisit only when something changes (a new hire, a price change, an integration to enable). The day-to-day case-management work happens in the dashboard, not here. A useful mental model:
  • Admin portal — who can use HoLaCe, how it looks, what it costs.
  • Dashboard — the work itself (pipeline, journeys, demand letters, settlements).
  • Settings (organization, user profile) — preferences that don’t need the full admin portal.
Need to change your own personal preferences (name, email, theme, avatar)? That lives in Settings → User Profile, not the admin portal.

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Getting in and out

Click Admin in the left sidebar to enter the portal. The sidebar swaps to the admin navigation while you’re in there. Click Back to Dashboard at the top of the admin sidebar (or any link out to a dashboard URL) to return to your normal case-management view.