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Overview

The Auction Excellence admin dashboard is your command center for managing parking lot operations, team members, and analytics across your auction sites. This guide will help you get set up and familiar with the dashboard in under 10 minutes.

User Management

Add team members and manage permissions

Location Configuration

Set up and organize parking lot locations

Analytics

View real-time operational insights

Reports

Generate and export custom reports

First Login

Accessing the Dashboard

The admin dashboard is a web application accessible from any modern browser.
1

Navigate to the Dashboard

Open your browser and go to app.auctionexcellence.com
2

Enter Your Credentials

Enter the email address and password provided by your organization’s super admin
3

Sign In

Click Sign In to access the dashboard
First-time users: If you received an invitation email, click the link in that email to set your password before signing in.

Dashboard Overview

After signing in, you’ll see the main dashboard with key metrics and quick actions. The dashboard home displays:
  • Quick Stats - Today’s submissions, active users, and key metrics
  • Recent Activity - Latest submissions and team actions
  • Charts - Visual trends for lot occupancy and inspections
  • Alerts - Pending issues requiring attention

Understanding Your Role

Your access level in the dashboard is determined by your role within each auction. There are three roles:
RoleDescription
OwnerFull administrative access including auction settings and ownership transfer
EditorCan manage users, locations, and view all data
ViewerRead-only access to view data and reports
You can view your current role by clicking your avatar in the top-right corner and selecting Profile.

Multi-Auction Overview

Auction Excellence uses a multi-tenant architecture where each auction represents a separate organization or business unit. This allows a single dashboard to manage multiple auction sites.

Understanding Auctions (Tenants)

An auction in Auction Excellence represents:
  • A distinct business entity or location group
  • Its own set of users, locations, and data
  • Separate branding and configuration
  • Isolated data that is not shared with other auctions
All data within an auction is completely isolated. Team members can only see data for auctions they’ve been invited to.

Switching Between Auctions

If you have access to multiple auctions, you can switch between them:
1

Open the Auction Switcher

Click the auction name in the top header bar
2

Select an Auction

Choose the auction you want to manage from the dropdown list
3

Confirm Switch

The dashboard will reload with data from the selected auction
When you switch auctions, all data displayed (users, locations, submissions, analytics) will change to reflect the selected auction.

Creating a New Auction

Any authenticated user can create their own auction organization and become the owner automatically. This allows you to get started immediately without waiting for admin approval.
1

Open the Auction Switcher

Click the auction name in the top header bar
2

Click Create New Auction

Select “Create new Auction” from the dropdown menu
3

Enter Auction Name

Provide a unique name for your auction (2-100 characters)The system will automatically generate a URL-friendly slug from your name (e.g., “Carolina Auto Auction” becomes “carolina-auto-auction”)
4

Create and Get Started

Click “Create Auction” to create your new auctionYou’ll be automatically redirected to your new auction dashboard as the owner
You become the owner of any auction you create, giving you full administrative access including the ability to invite team members and configure all settings.

Slug Generation Rules

Auction slugs are automatically generated from your auction name following these rules:
  • Converted to lowercase
  • Spaces replaced with hyphens
  • Special characters removed (e.g., !, @, #, $, %, &, *)
  • Consecutive hyphens collapsed to single hyphen
  • Leading and trailing hyphens removed
  • Alphanumeric characters and numbers preserved
Examples:
  • “Carolina Auto Auction” → carolina-auto-auction
  • “DDASW” → ddasw
  • “Big Valley Auto!” → big-valley-auto
  • “Smith & Sons Auction” → smith-sons-auction
If an auction with the same slug already exists, the system will automatically append a numeric suffix (e.g., auction-2, auction-3) to ensure uniqueness.
Owners can configure auction settings after creation, including branding, logos, and contact information via Settings > Auction Settings.

Auction Branding and Settings

Owners can customize the auction’s appearance:
SettingDescription
Auction NameDisplay name shown throughout the app
LogoCustom logo for the auction
Primary ColorBrand color for UI accents
Contact EmailSupport email for team members
TimezoneDefault timezone for reports
Access these settings via Settings > Auction Settings in the sidebar.

Dashboard Navigation

The sidebar provides access to all dashboard features:
Your home view with quick stats, recent activity, and overview charts.
Manage team members, view profiles, assign roles, and send invitations.
Configure parking lot locations, set up submission types, and manage capacity.
View all lot submissions from the mobile app with filtering and export options.
Review quality inspections, view photos, and track trends.
Monitor A3 rock reports, track resolution status, and manage assignments.
View chat channels, manage permissions, and export message history.
Operational dashboards with trends, comparisons, and performance metrics.
Build custom reports with natural language queries and export capabilities.
Auction configuration, submission types, location configs, quality criteria, and integrations.

Header Icons

The top-right corner of the dashboard header contains quick-access icons:
IconPurpose
Chat (message bubble)Jump to chat for the current auction (shows unread badge)
Notifications (bell)View and accept pending auction invitations (shows count badge)
Docs (book)Opens the Auction Excellence documentation in a new tab
User Menu (avatar)Access your profile, theme settings, and sign out
Theme Settings — Click your avatar to open the user menu, then use the Theme toggle to switch between System, Light, and Dark modes.

Quick Stats Explanation

The dashboard header displays key metrics at a glance:
StatWhat It Shows
Today’s SubmissionsTotal lot count submissions today
Active UsersTeam members who logged in today
Open RocksUnresolved A3 rock reports
Inspections This WeekQuality inspections completed
Click any quick stat card to navigate directly to the detailed view for that metric.

Recent Activity Feed

The activity feed shows the latest actions across your auction:
  • Submissions - New lot counts with location and timestamp
  • Inspections - Completed quality checks with status
  • Rocks - New or updated Rock Reports
  • User Activity - Team member sign-ins and profile updates
Activity items are clickable and link to their full details.

Key Metrics at a Glance

The dashboard charts provide visual insights:
ChartPurpose
Submissions Over TimeDaily/weekly submission trends
Submissions by TypeBreakdown by vehicle type
Location ComparisonActivity across different lots
User LeaderboardMost active team members

Role Permissions

Understanding what each role can do helps you assign appropriate access to team members.

Permission Matrix

PermissionOwnerEditorViewer
View data (submissions, inspections, rocks)
View analytics and reports
Export data
Manage users (add, edit, remove)
Manage locations
Invite new members
Configure submission types
Manage chat channels
Auction settings (branding, logo)
Transfer ownership
Delete auction

Role Recommendations

Choose the minimum role needed for each team member’s responsibilities.
Team MemberRecommended RoleReason
Business owner / Primary adminOwnerFull control over auction settings
Operations managerEditorManage day-to-day users and locations
Supervisor / Team leadEditorAdd and assign team members
Analyst / ReportingViewerView data without modifying settings
External auditorViewerRead-only access for compliance

Initial Setup Checklist

When setting up a new auction, complete these steps in order:
1

Configure Auction Branding

Go to Settings > Auction Settings and add your logo, colors, and contact information. This personalizes the experience for your team.
  • Upload auction logo
  • Set primary brand color
  • Add support contact email
  • Configure timezone
2

Add Locations

Navigate to Locations and add each parking lot your team will monitor.
  • Add all parking lot locations
  • Set location names and descriptions
  • Configure capacity limits (optional)

Location Management

Detailed guide for setting up locations
3

Configure Submission Types

In Settings > Submission Types, set up the vehicle categories your team will count. Then enable them per location in Settings > Location Configs.
  • Review default submission types
  • Add custom types if needed
  • Enable/disable types per location via Settings > Location Configs
  • Set display order per location

Submission Types

Complete submission type configuration guide
4

Invite Team Members

Go to Users and invite your team to the platform.
  • Add team member email addresses
  • Assign appropriate roles (Owner/Editor/Viewer)
  • Send invitation emails

User Management

Full user management documentation
5

Assign Users to Locations

Assign team members to the locations they’ll monitor. You can do this from either:
  • Settings > Location Configs → select a location → User Assignments card
  • Members → select a user → Assigned Locations section
  • Assign team members to their locations
  • Verify assignments are correct
Team members can only submit data for their assigned locations in the mobile app.
Once you’ve completed this checklist, your auction is ready for your team to start using the mobile app!

Next Steps

Now that you’re familiar with the dashboard, explore these detailed guides:

Need Help?