Find your way around the control panel

Reference

The control panel lives at /control. Its menus follow the parts you installed, and a page your role may not open is absent rather than greyed out.

Where things are

Clients
Accounts, users, contacts, products and services, cancellation requests.
Members and Staff
The membership roll and the staff register, with timesheets, pay runs and time off (when those levels are on).
Orders
New orders, the order lists by status (pending, active, fraud, canceled) and product reviews.
Donations
The giving ledger, gifts received and donation groups (when the module is on).
Billing
Transactions, invoices, billable items, quotes, offline card processing, disputes and the gateway log.
Support
Support overview, tickets, opening a ticket on a client's behalf, predefined replies.
Help Center
Knowledgebase, updates, downloads and events.
Reports
The report catalog and the insights dashboard.
Utilities
Mailboxes, the team calendar, system health, Update WBAMS and the logs.
Content Manager
Pages, menus, the media library, galleries and the theme settings.

The wrench menu

Top right: System Settings (every setup page, searchable), Management Levels, Apps & Integrations, Manage Admins, System Health, System Logs and License Information.

A missing page is usually a permission

Pages a role may not open are left out of the menu and refuse a direct link. Check the role under Manage Admins before reporting a fault.

Full guide

The complete reference is Control area in the WBAMS documentation.

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