An admin portal is a separate app that allows your internal team to manage submissions, track user activity, and organize data without cluttering the customer-facing portal.
For example, imagine you have a customer support ticketing portal where users submit tickets. Instead of managing these tickets in the same portal, you can build a separate admin panel to:
View all ticket submissions
Assign tickets to team members
Track statuses using Kanban boards
Filter and tag entries for better organization
This keeps your workspace clean and ensures that customers see only what they need, while your team manages everything behind the scenes.
What can you do in an admin portal?
By creating a separate admin app, you can:
✅ Add form bases as table or Kanban views
✅ Set up custom filters and tags for organization
✅ Assign tasks or tickets to team members
✅ Collaborate privately, separate from user views
✅ Keep the public/user portal clean and focused
📌 Important: The admin portal and user portal should use the same base form. This keeps the data synced across both apps.
Let’s build one! (Example: Admin portal for support ticket management)
Here’s a step-by-step guide to creating an admin portal, using the ticketing app as an example.
Step 1: Create a new admin app
Go to your Formaloo dashboard.
Click + New Formaloo to create a new app.
Name it something like “Admin Panel” or “Support Team Dashboard.”
Delete unused default pages or rename them for better organization.
Step 2: Add base forms to track data
To manage the same data submitted in your customer portal, you'll need to connect the same base (form) in this new admin portal.
For the ticketing system:
Add a Table view of the ticket form to display all submissions.
Add a Kanban view to visually track ticket status (e.g., Open, In Progress, Closed).
How to do it:
On your new app, add a new page.
Choose Table view or Kanban view.
In the settings, select the base form (e.g., the “Support Ticket Form”) used in the user-facing portal.
Step 3: Customize your admin views
To improve clarity and team collaboration:
Use filters to show only unresolved tickets or high-priority items.
Add tags to group tickets by departments or agents.
Color-code or group by status for a cleaner Kanban layout.
This lets your admin team work more efficiently without digging through unnecessary data.
⭐ Note:
Make sure both portals are connected by ensuring they use the same base for ticket data. This way, any updates or changes made by the admin will reflect on the customer portal, and vice versa.
Step 4: Collaborate with your team
Invite your support team or admins to the workspace and set permissions.
There are two ways to assign tickets to them:
Option 1:
Add a multi-choice field in the support ticket form (e.g., “Assignee”).
Make it admin-only so only your internal team sees it.
Populate it with your team members’ names.
Option 2:
Use the Tag feature in your Table or Kanban view.
Tag team members directly on ticket entries.
💡 Pro Tip:
You can assign multiple people to one ticket using tags or multi-choice fields.
Keep both portals in sync
Your admin portal should always use the same base form as your main portal. That way:
Updates from the admin panel reflect on the user portal.
Customers can track their ticket status.
Admins can handle requests separately without interfering with the customer view.
Example: When a ticket is marked "Resolved" in the admin panel, the user sees that update in their portal automatically.
Benefits of having a separate admin portal
By having a separate portal for ticket management, admins can:
Organize and prioritize tickets without overwhelming the customer-facing portal.
Track ticket progress in real-time using Kanban boards.
Collaborate with team members by assigning tickets or tagging relevant team members. This separation ensures that customers only see their own ticket data, while admins have a complete overview of all tickets, leading to faster resolutions and improved service.
📝 Additional insights:
Want to learn how to build the user-side ticketing portal too?
👉 How to create a ticketing appWhen inviting your team to collaborate: