Administration

Admin panel overview

The Admin panel provides centralized management of all workspace configuration, organized into dedicated sections, each covering a specific area of the platform.

The admin panel is scoped to the current workspace — each workspace has its own independent configuration.

Who can access it

Reaching the Admin panel requires the Administrador workspace role or higher (Administrador or Dono), Editor, Utilizador and Leitura accounts are redirected away and never see it. Editor accounts can still configure features, views, modules and data through the regular workspace UI; they just don't get user, role and permission management.

Role	Sees the Admin panel	What it can do inside
Dono	Yes	Everything — organization owner, unrestricted.
Administrador	Yes	Everything in this page: features, views, workflows, executions, permissions, logs, workspace settings.
Editor	No	Configures features/views/modules/rails and performs data operations from outside the admin panel; no access to user, role and permission management.
Utilizador	No	Regular data operations, subject to the access profile.
Leitura	No	Read-only.

The role opens the door, but the whole Admin panel also depends on the plan: it only opens for organizations on Basic or above, or with a live Pro trial, and without that every section sends you back to the workspace. This holds on any workspace, including the organization's first workspace. The one exception is the workspace template screen: applying templates depends on the role alone, on any plan and on any workspace, the first one included. Only a workspace locked for exceeding the plan's limit closes that door too.

Kiosk is not a workspace role: it's a flag on a user account (a kiosk user still holds a regular role, typically Utilizador, in the workspace it's pinned to). See Permissions for the full role and access profile model.

Creating with AI

Tabelas (Tables), Módulos (Modules), Vistas (Views) and Relatórios (Reports) have the same entry points to create from a description.

Where it is:

• The Criar com IA (Create with AI) button on the page bar (not shown on a phone)
• The Preferes descrever? Criar com IA (Prefer to describe it?) link in the footer of each section's create dialog
• The Criar com IA door in the empty state

Empty state. In a workspace with nothing in one of these sections, the page shows three doors instead of an empty list:

• Criar com IA: you describe what you want and review the sketch before creating
• Add (new table, new module, add view, add report): you create it empty and configure it by hand
• Usar um modelo (Use a template), in Tables, Modules and Reports: opens Definições › Templates (Settings › Templates). In Views the third door is Primeiro uma tabela (A table first), which leads to Tables, because every view is built on a table

The dialog, in two steps:

1. Descreve o que queres (Describe what you want): free text (at most 2000 characters) and a few examples to start from. Pré-visualizar (Preview) asks the AI for the sketch.
2. Pré-visualização (Preview): the sketch of the table, module or view. You can change the name and, on a view, the table. To refine, write one instruction in Pedir uma alteração ao esboço… (Ask for a change to the sketch) and the AI returns the complete updated sketch. Alterar o pedido (Change the request) goes back to step 1.

Nothing is created until you press Criar (Create). Closing the dialog discards the sketch. After creating, a message says «Criado pela IA, revê antes de usar» (Created by AI, review before use) and the page opens what was created.

Cost. Each preview (and each refinement) spends the organization's AI credits, and the cost line says how many: «Pré-visualização custou N créditos · criar não custa mais» (the preview cost N credits, creating costs no more). The balance is shown in the dialog. With no credits, or on a plan without AI, the preview does not run (see Additional AI credits).

What each section proposes:

• Tables: the columns, links to tables that already exist (or a new reference table with a few sample rows), a lines table when it makes sense, the views and, optionally, a page in a module. Derived columns (formula, lookup and rollup) can also be part of the proposal. The table always gets the Table view and the Form
• Modules: organises what already exists. It picks existing tables and views, proposes the missing views and the order of the pages, but never creates tables
• Views: picks the table and the type (table, kanban, calendar, pivot or list), the columns, the filters and the sort. The Como fica (What it looks like) panel shows the proposed table view over the first rows; for the other types it shows a summary, and the live preview arrives after creating
• Reports: the flow is the reports AI dialog, described in Managing reports

Managing features

The Features section is the primary interface for defining data structures.

Sidebar:

• Searchable list of all features in the workspace (Ctrl+K / Cmd+K)
• Add button to create new features
• Context menu per feature: Edit, Duplicate, Delete, Share settings
• Shared features display a link icon

Main area:

• Select a feature to view and manage its columns
• Column grid showing all fields with inline editing for order, required, read-only, and hidden toggles
• Add component button to create new columns
• Component type chooser with visual icons for all 18 types

See Features for detailed documentation. To create a table from a description, see Creating with AI.

Managing fields

The Fields section provides additional column management capabilities, including bulk field operations and cross-feature field views.

Managing views

The Views section lets you create and configure how data is displayed.

Structure:

• Features are listed with their views nested underneath
• Expand a feature to see all its views
• Add view button per feature with view type selector

Per view:

• View type selection (table, form, kanban, dashboard, list, pivot, calendar, sidebyside, kiosk, document, chat, record, card)
• Full view configuration panel with type-specific settings
• Duplicate and delete options

To create a view from a description, see Creating with AI.

View configuration varies by type — see Views for complete documentation of each view type's settings.

Managing reports

The Relatórios (Reports) section lists the workspace's reports, grouped by main table. The Ativos (Active) / Arquivados (Archived) selector switches the list. Each report is read by the Report views that pick it in Configurar (Configure).

Per report:

• Adicionar relatório (Add report) opens the editor, with the sections Geral (General: name, Blocos (Blocks) or HTML type, position and outputs), Entradas (Inputs), Fontes (Sources, with filter and order), Conteúdo (Content: Abrir construtor (Open builder) or Editar HTML (Edit HTML)) and, with the Email output on, Email
• Abrir (Open) edits the report
• Duplicar (Duplicate) creates a copy named "… (cópia)"
• Arquivar (Archive) asks for confirmation. An archived report no longer appears in the views' selector, and the views that used it are left without a report
• Restaurar (Restore), on archived reports only, puts the report back without asking for confirmation

With the selector on Arquivados, Restaurar puts the report back in the lists and menus.

Criar com IA (Create with AI) asks the AI for a draft report. The button is on the page bar, next to Adicionar relatório, and also in the empty state (the first of the three doors) and in the footer of the create dialog. On a phone the bar button is not shown. It opens a dialog, Gerar relatório com IA (Generate report with AI), with:

• Tipo (Type): HTML (a free, dynamic page written by the AI) or Blocos (Blocks: builder blocks, with PDF). The first time it is HTML, and the last choice is remembered on this device
• Tabela (Table): the report's main table, required
• Âmbito (Scope): Um registo (One record, the default) or Vários registos (Several records)
• Idioma (Language): Português (Portuguese) or Inglês (English), by default the app's language. It applies to the report's name, titles, labels and empty texts
• O que queres (What you want): the request, in free text. Say what the report shows and how

Gerar (Generate) is only enabled once a table is chosen and the request is written. It opens the conversation with the AI, with the preview of the latest draft beside it:

• HTML: the preview is the page with the table's data. In Um registo it uses the first record as a sample
• Blocos: the preview is the PDF over the first 50 rows (the first record, in Um registo). If the draft has problems, the Problemas no rascunho (Problems in the draft) card lists them on top
• To refine, write another message in the conversation: each reply brings a new draft, which replaces the previous one
• Descartar (Discard) closes the conversation and creates nothing
• Usar este relatório (Use this report) creates the report and opens it for you to review: the editor (HTML) or the builder (Blocos), with the notice "Relatório criado pela IA, revê antes de usar." (report created by AI, review it before use) and the Descartar rascunho (Discard draft) action, which deletes the report. In the editor the notice goes away on the first Guardar (Save). Closing without discarding keeps the report

Each draft uses the organization's AI credits, like the other AI features (see Extra AI credits), and nothing is saved until you choose Usar este relatório. In Blocos drafts the AI does not use Repetição (Repeating), Condicional (Conditional) or Imagem (Image) yet: if you need them, add them in the builder.

Saídas (Outputs, a card in the Geral section): PDF, Imprimir (Print), CSV and Email. Only the ones that are on appear on the document toolbar. CSV can only be turned on in a block report with tables (otherwise it shows "Sem blocos de tabela", no table blocks) and Email only in a block report (otherwise it shows "Só em relatórios de blocos", block reports only).

Email (the section that appears when the output is on):

• Para (To): the main table's column that holds the address; only columns with "email" in the name or label, and text columns marked as email, are listed. With Sem coluna (No column), you type the address when sending
• Assunto (Subject): when empty, the email uses the report name and the record title
• Mensagem (Message): the body of the email

Assunto and Mensagem accept placeholders, which Inserir campo (Insert field) puts at the cursor: the record's fields, the table name and today's date, the report's parameters, the organization and the sender.

Creating, editing, duplicating, archiving, restoring and creating reports with AI requires permission to manage the workspace structure.

Managing portals

The Portais (Portals) section lists the workspace's client portals. The Ativos / Arquivados selector switches the list. Clients open each portal at /p/<organization>/<address>, and a Client portal view can show it in the app.

Per portal:

• Adicionar portal (Add portal) opens the editor, with the sections Geral (General: name, address, published and audience), Acesso (Access: the external accounts that see the portal when the audience is Só contas escolhidas (Only chosen accounts)), Ações (Actions: what clients can send) and Conteúdo (Content: Gerar com IA (Generate with AI), the queries and the preview)
• Abrir edits the portal
• Duplicar creates an unpublished copy named "… (cópia)", with a different address and the same accounts
• Arquivar asks for confirmation. Clients stop seeing the portal and the views that used it are left without a portal
• Restaurar, on archived portals only, puts the portal back without asking for confirmation

Publicado (Published) can only be switched on after the document has been generated. A new portal starts on Só contas escolhidas with no accounts, so nobody sees it: choose accounts in Acesso or switch the audience to Todos os clientes (All clients).

A portal can let clients send records from the page. Define the actions in the Ações (Actions) section of the editor: see Actions in the Client portal view.

Creating, editing, duplicating, archiving and restoring portals requires permission to manage the workspace structure.

Managing workflows

The Workflows section manages automations.

Sidebar:

• Searchable list of workflows
• Active/inactive status indicator
• Add button with trigger type selector

Main area:

• Workflow name and description
• Active toggle
• Trigger configuration display
• Action chain visualization
• Field mapping editor
• Execution log (recent runs)

Workflow builder:

• Step 1: Select trigger type
• Step 2: Configure trigger properties (feature, conditions, button label)
• Step 3: Add and configure actions in sequence
• Step 4: Set up field mappings with source type selection
• Save and activate

System workflows (marked as system) cannot be deleted.

See Workflows for detailed documentation.

Monitoring executions

The Executions section shows the history of all workflow runs in the workspace.

For each execution:

• Timestamp
• Trigger source
• Success or failure status
• Duration
• Error details (if failed)

Use this section to monitor automated processes, debug failures, and verify that workflows are executing as expected.

Access management

The Permissions section controls who can access what. It has three groups in its sidebar — Templates, Grupos, Utilizadores — and, for whatever you select, a set of tabs: Papel (users only) for assigning the workspace role, Visibilidade for the module/rail/view visibility tree, Operações for per-feature add/edit/delete/view switches, and Auditoria (users only) for a log of role changes.

Access in OutDo comes from the role (the highest between the organization and the workspace) and, for Utilizador and Leitura, from the access profile. See Permissions for the full model.

System logs

The Logs section provides an audit trail of all activities in the workspace.

Filtering options:

• Filter by user — See all actions performed by a specific user
• Filter by feature — See all changes to a specific feature's data
• Date range — Restrict to a specific time period
• Cross-filter — Combine user and feature filters (e.g., "Show all changes User X made to the Orders feature")

Log entries contain:

• Timestamp
• User who performed the action
• Feature affected
• Operation type (create, update, delete)
• Data changes (before and after values)

Toggle between user-centric and feature-centric view modes to explore the audit trail from different perspectives.

Workspace settings

The Workspace section provides workspace-level configuration:

• Search configuration — Select which features and columns are included in the global search across the workspace
• Workspace-level settings — Organization-wide preferences and defaults