Owner Portal

The Owner Portal is a separate administrative dashboard for platform owners and super-administrators. It provides a cross-company view of the entire IntuitivePM installation — all companies, all users, subscription statuses, AI credit consumption, and system health — from a single interface.

The Owner Portal is distinct from standard company-level Admin access. A regular company admin manages settings, members, and integrations within their own company. The Owner Portal grants visibility and control across every company on the platform, making it an enterprise and self-hosted feature intended for the team operating the infrastructure.

Note: The Owner Portal is not available on shared or hosted plans. It is an enterprise and self-hosted feature. Contact your platform administrator if you believe you should have access.

Access and Authentication

Access to the Owner Portal is controlled by the SUPER_ADMIN_EMAILS environment variable, which is set at the platform level in the IntuitivePM deployment configuration. Only email addresses listed in this variable can log in to the Owner Portal.

If you are a platform operator and need to grant Owner Portal access to an additional team member:

1. Edit the SUPER_ADMIN_EMAILS environment variable in your deployment configuration.
2. Add the user’s email address to the comma-separated list.
3. Restart the application to pick up the change.

Important: Do not add business users or company administrators to SUPER_ADMIN_EMAILS. This variable is for platform operators only. Owner Portal access is intentionally narrow — limit it to the team responsible for running the installation.

Once your email is listed, navigate to your IntuitivePM instance and log in normally. You will see an Owner Portal entry in the navigation, or you can navigate directly to /owner.

Dashboard Views

The Owner Portal is organized into seven views, each accessible from the left navigation within the portal.

Companies

The Companies view lists every company registered on the platform, with key details at a glance:

• Company name and creation date
• Member count: Total users belonging to the company
• Plan: The subscription tier associated with the company (Free, Pro, Enterprise, or custom)
• Status: Active or suspended

Inline editing is available for company name, plan assignment, and status. Click the edit icon next to any company row to make changes without leaving the list view. For more detailed editing, click through to the company detail page, which shows full member lists, settings, and billing history.

Users

The Users view shows all user accounts across every company on the platform. Columns include:

• Name and email
• Company: The company the user belongs to
• Role: Their role within that company (Member, Admin, Owner)
• Last active: Timestamp of their most recent login or activity

Use the search bar to find a specific user by name or email. You can filter by company or role using the filter controls above the table. The Users view does not allow editing user data directly — it is a read-only audit view to help with support and compliance workflows.

Subscriptions

The Subscriptions view shows plan status for each company. This view is designed for Stripe billing integration and displays:

• Current plan name per company
• Billing period and next renewal date (when Stripe is connected)
• Payment status (active, past due, cancelled)

When Stripe is not yet connected, this view shows placeholder data. The Stripe integration is configured via the STRIPE_SECRET_KEY environment variable at the platform level.

AI Usage

The AI Usage view provides aggregate visibility into AI credit consumption across the entire platform. This is useful for capacity planning, cost allocation, and identifying usage patterns.

Key metrics displayed:

• Total credits consumed: Platform-wide total for the selected time period
• Credits by provider: A pie or bar chart breakdown by Anthropic, OpenAI, Google, and any custom company services
• Top models: Which specific models are being used most (for example, Claude Sonnet vs. a lightweight GPT model)
• Per-company breakdown: A sortable table showing credit consumption by company, making it easy to identify your highest-volume tenants

Use the date range picker to view usage over a specific period. The default view shows the last 30 days.

System Health

The System Health view provides infrastructure-level indicators for the IntuitivePM installation:

• API response time: Rolling average response time for key endpoints
• Database connectivity: Connection status to the primary database cluster
• Cache status: Cache service connectivity and hit rate
• Message queue: Queue broker status and consumer lag
• Service status: Replica counts and health for each application component

Note: System Health indicators are read-only status displays. They do not provide the ability to restart services or modify infrastructure from within the Owner Portal. Infrastructure actions should be performed via your deployment tooling.

Analytics Features

The Owner Portal includes a dedicated analytics layer built on top of the core platform data.

Top Users and Companies

The Analytics section surfaces sortable leaderboards:

• Top users: Ranked by tasks completed, AI credits consumed, or login frequency — useful for identifying your most active users and potential power users.
• Top companies: Ranked by member count, feature adoption, or AI usage — useful for identifying your most engaged tenants.

Geographic Breakdown

When users and companies provide country and city information during registration, the geographic analytics panel shows a distribution map and table of where your user base is located. This is useful for understanding regional adoption and planning support coverage.

Retention Cohorts

The Retention panel groups users by their registration week and tracks what percentage return in subsequent weeks. A standard cohort retention table is displayed, showing week-0 through week-8 retention by cohort.

Retention data helps you understand whether new users are finding long-term value in the platform or churning after initial signup.

Feature Adoption

The Feature Adoption panel tracks which IntuitivePM features are actively used by registered companies. Metrics include:

• Percentage of companies with at least one Virtual Colleague configured
• Percentage of companies that have used AI Project Assist
• Percentage of companies with external integrations (Slack, Teams, Email) connected
• Percentage of companies with active sprints

Feature adoption rates are useful for identifying which capabilities are landing well and which may need better onboarding or documentation.

Exporting Data

Most views in the Owner Portal include an Export button that produces a download in your choice of format:

• CSV: A comma-separated file suitable for importing into spreadsheet tools or business intelligence platforms.
• JSON: A structured JSON file suitable for programmatic processing.

Exports reflect the current filter and date range selections, so you can export a specific company’s user list or AI usage for a specific month without exporting the entire dataset.

Architecture and Security Notes

The Owner Portal runs in a separate, isolated environment from the main IntuitivePM application. This separation provides several security properties:

• Read-only database access: The Owner Portal connects to the database with a dedicated user that has read-only privileges. It cannot write to or modify application data.
• IP whitelist: The Owner Portal ingress is configured with an IP whitelist, restricting access to known operator IP ranges. This is in addition to the SUPER_ADMIN_EMAILS authentication check.
• Network isolation: The admin environment has network policies that prevent it from making calls to internal application services, limiting the blast radius of any compromise.

If you are a self-hosted operator and need to verify or adjust these policies, refer to the admin deployment directory in your deployment repository for the relevant configuration.