Admin Sign In

Version 3.0
Admin Portal
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Subscriber Dashboard
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Active Subscribers
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Paying members
Monthly Recurring Revenue
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Normalized to monthly
Pending / Invoice
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Awaiting payment
Overdue / Lapsed
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Requires follow-up
Name Email Organization Plan Status Next Billing Grace Period Payment Joined Actions
NameEmailOrganizationPlanAmountRequestedStatusActions
"... Renewing in Next 30 Days
Overdue " Needs Follow-Up

Monthly Recurring Revenue

Normalized from all active subscriptions
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Current MRR
' Revenue Breakdown
" Subscriber Mix
"' Generate New License Key
" How License Control Works

Each subscriber receives a unique UWC-XXXX-XXXX license key in their welcome email.


When they open CaseFlow, the system contacts licenses.json on your server to verify the key is still active.


Active key ' CaseFlow opens normally.

Deactivated key ' CaseFlow shows an expired screen immediately.

Offline ' 7-day grace period, then blocked.


After making changes below, click "Export licenses.json" and upload the file to your Netlify site to activate the changes.

License KeySubscriberOrganizationStatusExpiresActions
Upload the exported file to your Netlify site root to activate changes instantly.
" Select Local / Subscriber
Choose a subscriber to configure their specific CBA articles, milestones, and user seats.
" CBA Configuration Library
Save completed CBA configs as reusable templates for other locals. Load any template into a new subscriber's Local Setup instantly.
Connect with Council
Link this local to a parent council. When connected, the council can import your shared reports to track activity, trends, and case status across all participating locals.
' Regional Vice President (RVP)
What to share with council:
" Generate Council Report
Generate a shareable JSON report for your connected council. Send this file to your council administrator to import into their council dashboard. Only the data you've approved above will be included.
What will be shared:
Open Council Dashboard -
How It Works
  1. Configure what data to share and save settings above
  2. Click "Download Council Report" to generate a report file
  3. Email or share this file with your council administrator
  4. Council imports the file into their Council Dashboard
  5. Repeat whenever you want to update the council's view
Individual case details, employee names, and case notes are NEVER included in council reports. Only summary statistics and approved metadata are shared.
Council Activity Feed " What's Happening at Your Council
See what matters are being handled at the regional or national council level. Import a council summary report shared by your council administrator to view national trends, active case volumes, and regional priorities " so you can make informed decisions about whether to file locally or escalate.
No council report imported yet.
Ask your council administrator to share a council export, then click "Import Council Report" above.
" Active Cases " Council Connection Live View
Cases and GOP/RFI matters currently shared between this local and connected councils. Updates live from your portal data.
Click Refresh to load live council activity from this portal.
"" Reminder Dashboard " Admin Access
Open the Reminder Dashboard for your own use. Set case follow-ups, filing deadlines, and internal reminders " separate from subscriber data.
' Stripe Bundle Payment Links " One Charge Per Subscriber
Best approach for one charge: Create bundled Stripe Payment Links that combine the base plan + add-on(s) into a single subscription. That way the subscriber has one card charge covering everything. Create these in your Stripe dashboard ' Products ' Payment Links. Below, paste the correct link per bundle and billing cycle.
"" Reminder Dashboard Add-On
+ Monthly Bundle $5/mo
+ Annual Bundle $60/yr
"Sec. Communications Hub Add-On
+ Monthly Bundle $5/mo
+ Annual Bundle $60/yr
Both Add-Ons Bundle
+ Monthly Bundle $10/mo
+ Annual Bundle $120/yr
Subscriber Add-On Status
Select each subscriber's add-on bundle and billing cycle. The correct Stripe link will be shown to share with them.
SubscriberOrganizationPlan"" Reminders"Sec. CommunicationsBundle Billing
" Admin Reminders
Your personal admin task list " separate from subscriber reminders. Assign to yourself or any local's seat holders.

Stripe Dashboard Integration

Your payment processing, subscription management, invoice generation, and financial reporting all live in your Stripe Dashboard. Use the links below to manage payments directly " Stripe is the source of truth for billing.

' Union Work Add-On Payment Links " Share with Locals
"" Reminder Dashboard
Monthly " $5/mo ' Annual " $60/yr '
"Sec. Communications Hub
Monthly " $5/mo ' Annual " $60/yr '

Each payment link creates a Stripe recurring subscription " locals are only billed once per cycle (monthly or annually) until they cancel. Manage all subscriptions at dashboard.stripe.com/subscriptions.

"Sec. Admin Configuration

Admin Email
Admin Password
Credentials stored locally in your browser. For production, replace with server-side authentication.
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Contact & Account
Rep / Contact Name
Email
Organization / Local
Agency / Department
Locations Covered
Account Status
Member Since
Phone (optional)
Notes
Admin Access Code (admin use only " survives password changes)
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Login Credentials (generated in Seats tab " always saved here)
No credentials yet " go to the Seats tab to generate login & password.
Subscription
Plan
Seats
Next Billing Date
Payment Method
v35.54