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Admins

Last Update a month ago

GETTING STARTED - PRODUCT OVERVIEW (ADMINS) PRODUCT - CHECKLISTS - CREATING & EDITING CHECKLISTS (ADMINS) GETTING STARTED - BRANCH CHECK-IN CHECKLIST (EARLY IMPLEMENTATION) GETTING STARTED - PERFORMANCE REVIEW INTEGRATION GUIDE GETTING STARTED - CHECKLIST SETUP & REVIEW BEST PRACTICES

GETTING STARTED - PRODUCT OVERVIEW (ADMINS)

Everything you need to know to get up and running with Modeeri

Modeeri

Last Update 6 months ago

In this article : 
• What Admin access means
• What Admins can do
• Logging into Modeeri
• Navigating the Modeeri web portal
• Overview of the main sections
• What to do first as an Admin
What does Admin access means ?

Admin access gives you full control over how Modeeri is set up and used across all branches. Admins define:

  • How the system is structured
  • Which checklists exist
  • Who sees which checklists
  • How performance is tracked across locations

Admins are responsible for making sure the platform supports daily operations and drives consistent execution.

What Admins can do ?
As an Admin, you can:
  • Create and manage branches
  • Create, edit, and assign checklists
  • Add users and assign roles
  • Control checklist visibility and responsibility
  • View completion data across all branches
  • Monitor performance and follow up on gaps

Logging into Modeeri

To log in:
If you forget your password, use the Forgot password option on the login screen.
Navigating the Modeeri web portal
Once logged in, you’ll see the main navigation menu on the left side of the screen. Admins typically have access to:
  • Dashboard
  • Checklists
  • Branches
  • Roles
  • Users
  • Reports (Coming soon)
    Each section is designed for a specific type of action, explained below.
    Overview of the main sections
    • Dashboard

    The Dashboard gives you a high level view of how the business is performing across all branches. Use the Dashboard to:

    • Monitor overall checklist completion
    • Identify top and bottom performing branches
    • Spot overdue or missed checklists
    • Track performance trends using date and branch filters
    The Dashboard is used for monitoring and visibility, not setup.
    • Checklists
    The Checklists section is where Admins create and manage all checklists used across branches. Use this section to:
    • Create new checklists
    • Edit or update existing checklists
    • Set checklist schedules and frequency
    • Assign checklists to roles and branches
    • Archive or deactivate checklists

    This is one of the most important areas of the platform for Admins.

      • Branches

      The Branches section is where all locations are managed. Use this Article to :

      • Edit branch details
      • See Users assigned to branch and add new ones
      • Assign Branch Managers
      • Activate or deactivate branches

      Each branch represents a physical location and has its own users, checklists, and data.

          • Roles

          The Roles section is used to control which users see which checklists at a location. Roles define:

          • What type of user someone is at a branch
          • Which checklists appear for them
          • What actions they are expected to complete

          Roles help ensure the right tasks are shown to the right people, without overwhelming staff with irrelevant checklists.

            • Users
            The Users section is where you manage the people using Modeeri. Use this section to:
            • Add new users to branches
            • Assign roles to users
            • Edit user information
            • Deactivate users when needed

            Most access and visibility issues are resolved from this Article .

              • Reports

              🚧 Coming soon : This feature is currently under development and will be available in a future release.

              What to do first as an Admin
              When you first log into Modeeri, the initial branch setup has already been handled for you.
              Your focus as an Admin is to shape how work is organized and who is responsible for it at each location.
              At a high level, Admin setup follows a simple flow :
              • First, define roles based on what people do at the location and which checklists should be available to them
              • Then, add users and assign them the appropriate roles
              • Once roles and users are in place, create the checklists those roles will complete

              This approach ensures that tasks are shown to the right people from day one and keeps the system clean and easy to manage.

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