What is this?
Platform is the admin area of the app, visible only to users with platform-level permissions. It sits alongside the day-to-day Workspace and covers the accounts, billing, and operational settings that affect the whole environment rather than a single conversation or contact.
What can I do here?
Platform’s sidebar groups into three broad jobs:
- User and access control — manage platform user accounts and see who’s currently connected: Platform Users, Connected Users
- Billing and payment control — manage plans, subscriptions, transactions, billing, and the payment gateway: Platform Plans, Platform Subscriptions, Platform Transactions, Payment Gateway, Platform Billing
- Operational maintenance — day-to-day platform upkeep: Platform Settings (see the Platform Settings Tabs group in the sidebar), Platform Tickets, Notifications, SEO Management, Migration
How to use it
- Confirm you have platform-level access — the Platform section and its sidebar items only appear for users with the relevant
platform:* permissions.
- Start with Platform Users and Connected Users when you need to control who can access the environment or check who’s active right now.
- Use Platform Plans, Platform Subscriptions, Platform Transactions, Payment Gateway, and Platform Billing together when reviewing or adjusting commercial/billing behavior.
- Review Platform Settings, Platform Tickets, Notifications, SEO Management, and Migration regularly as ongoing maintenance, not only when something breaks.
- Open the individual page listed above for the specific fields, actions, and workflow of that page.
Troubleshooting / Technical Notes
This page is an overview of the Platform section. Each page linked above has its own Troubleshooting section.
- A Platform page is missing from your sidebar. This is almost always a missing permission rather than a bug. The permissions are
platform:view for Platform Users and Connected Users; platform:edit for Platform Plans, Payment Gateway, Platform Billing, Platform Settings, Notifications, SEO Management, and Migration; and platform:manage for Platform Transactions and Platform Subscriptions. Ask an administrator to grant the one you need.
Last modified on September 20, 2026
