Admin Guide
SAVVii Help Docs

System Administration

Manage users, roles, reset data, export CSVs and keep the system running smoothly.

Managing Users & Roles

Go to the Team tab to see all users. Each user has one of two roles:

Role	Access level
Admin	Full access — all tabs, all agents' data, reports, team management
Agent	Restricted — My Calls, My Stats and Leaderboard (revenue only) for their own data

Changing a user's role

On the Team tab, find the user and use the dropdown on their card to switch between Agent and Admin. The change takes effect on their next page load.

Removing a user

Click the delete icon on their user card. This removes them from SAVVii but does not delete their Firebase login — go to Firebase Console → Authentication to remove that if needed.

Resetting Data

The Reset system button in the Team tab lets you permanently delete selected data. This is useful when clearing test data before going live.

This cannot be undone. Always export a CSV backup before resetting.

1
Go to Team tab → Reset system (red button in the top right).
2
Tick exactly what you want to delete — results, import history, agents and/or offers.
3
Type RESET in the confirmation box.
4
Click Delete selected data.

Exporting Data

Before resetting or for regular reporting, export your data as a CSV:

1
Go to the Reports tab.
2
Click Export CSV in the top right.
3
Set your filters and date range, then click Download CSV.

Import History & Undo

The bottom of the Team tab shows a log of all CSV imports. Each import can be undone individually using the Undo button, which deletes all records from that batch.

Firebase Console Access

Some tasks require direct access to Firebase. Go to console.firebase.google.com:

Authentication — add new user logins, reset passwords, remove users
Firestore Database — view raw data collections if needed
Functions — monitor Google Calendar OAuth functions

Collections in Firestore: agents, offers, results, users, calTokens, importBatches