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]
Who can access it
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.
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.
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.
