What is Admin Panel used for?

You can refer to the Admin Panel using the URL app.sagexglobal.ai/login. With the Admin Panel, you will be able to do the following:

SECTION: Workspace Setup

Set up a Workspace

• Go to Workspace Setup > Workspaces

• Click <’Add New Workspace’ button>

• Select the desired subscription plan based on monthly/annual subscription

• Follow the instructions for the set up including:

  • Create new fields

  • Create Export Template with the desired type (.csv / .json / .xlsx) and transformation

Manage the Workspace

• Go to Workspace Setup > Workspaces

• Click on the <’Settings’ icon> for the Workspace

Manage Export Templates

Setting up Export Templates

Manage Clusters for Container Workspaces

Data clusters organize extraction fields, improving user and system efficiency by grouping related data for easier management and utilization.

Single cluster and multiple clusterData clusters organize extraction fields, improving user and system efficiency by grouping related data for easier management and utilization.

SECTION: User Setup

Set up additional users (only for Team & Team+)

SECTION: Operations

Upload the Documents

• Click on Operations> Documents

  • Upload the Documents

  • Submit document(s) for processing

Export Records/Data

• Click on Operations> Records

  • Select the desired Workspace and the Template

  • Click on the <’Export Data’ button>

  • Export Data

SECTION: Reports

• Check User Activity

• Audit Logs

SECTION: Billing

• Invoice History

• Subscription Management