The Admin Panel in Sprngy provides powerful tools to manage users, configure application settings, facilitate investor communication, and oversee data uploads. Below are the key functionalities available to administrators.

1. User Access Control

The User Access Control module enables admins to manage platform users efficiently.

Key Features:

• Add Users: Admins can create new users by entering their basic information and assigning one of the following roles:

  • Admin

  • Research Analyst

  • Portfolio Manager

  • Investor

• Update Users: Modify user details, including role changes and assigned portfolios.

• Delete Users: Remove users from the platform when necessary.

This ensures streamlined access management and role-based authorization.

2. App Settings

The App Settings section allows admins to customize the platform’s branding and organizational details.

Key Features:

• Update Logo: Change the platform logo to match firm branding.

• Change Theme: Modify the visual theme for a personalized experience.

• Manage Firm Information: Input and update the firm’s name and description.

This section ensures that the application reflects the organization’s identity.

3. Investor Communications

The Investor Communications module enables admins to engage with clients through reports and market insights.

Key Features:

• Generate Reports: Access detailed financial insights, including:

  • Analyst Reports

  • Portfolio Analysis Reports

  • Weekly Market Performance

  • Weekly Market Outlook

• Auto-Generated Drafts:

  • The Market Performance and Weekly Market Outlook reports are automatically generated based on the latest data.

  • Admins can edit these drafts before sending them.

• Send Reports: Select reports and send them directly to users via email.

This feature enhances investor engagement with timely and data-driven insights.

4. Data Upload (Coming Soon)

The Data Upload feature will allow investors to upload their custom documents and receive summarized insights.

Planned Capabilities:

• Upload various financial documents

• Automatically generate a summary for quick insights

This feature will streamline document analysis and enhance investor decision-making once released.

Recommended Previous Reading:

Sprngy Trust Center: Security & Compliance

Recommended Next Reading:

Monitor Users with Sprngy Monitoring