Platform Management
Learn how to manage your AfricaOS organization, users, settings, and billing
Platform Management
The AfricaOS platform gives administrators powerful tools to manage their organization, team, settings, and billing all from one centralized location.
Organization Settings
Configure your organization details, industry, location, and preferences
Team Management
Invite users, assign roles, set permissions, and manage access
Billing & Subscription
Manage your plan, view invoices, update payment methods, and monitor usage
Security & Compliance
Set up SSO, configure security policies, and manage data protection
Integrations
Connect AfricaOS to your other tools and services
Customization
Tailor AfricaOS to your organization's workflows and branding
Accessing Platform Settings
To access platform management features:
- Click on your avatar in the bottom-left corner
- Select Settings from the menu
- Choose the section you want to manage:
- Organization - Organization details and preferences
- Team - User management and roles
- Billing - Subscription and payment information
- Security - Authentication and data protection settings
- Integrations - Connect to external services
- Customization - Workflow and appearance settings
Organization Management
Organization Details
Configure your organization's core information:
- Name - Legal or display name of your organization
- Industry - Select from Healthcare, Education, Retail, Agriculture, Finance, or Other
- Location - Country and timezone (affects date/time display)
- Website - Your organization's website (optional)
- Logo - Upload your organization's logo for branding
Preferences
Set organization-wide preferences that affect all users:
- Timezone - Default timezone for appointments and reports
- Currency - Default currency for billing and financial modules
- Date Format - Regional date display preference
- Number Format - Regional number and currency formatting
- Language - Interface language (English, French, Spanish, Portuguese)
Data & Privacy
Manage your organization's data handling:
- Data Retention - Set how long different types of data are kept
- Export Data - Export your organization's data in various formats
- Delete Organization - Permanently remove your organization and all data
- Compliance Settings - Configure for GDPR, HIPAA, or other regulations
Team Management
User Roles
AfricaOS includes predefined roles with different permission levels:
| Role | Permissions | Typical Use Case |
|---|---|---|
| Owner | Full access to everything including billing and organization settings (only one per org) | Organization founder or primary decision-maker |
| Admin | Manage users, modules, settings, and most system configurations | IT manager, operations manager |
| Manager | Module-specific management and reporting | Department heads, team leads |
| Staff | Day-to-day operations within assigned modules | Front-line employees, clinicians, sales staff |
| Viewer | Read-only access to assigned modules | Auditors, consultants, executives needing visibility |
Inviting Users
To add team members to your organization:
- Go to Settings ?+' Team
- Click Invite user
- Enter the user's email address
- Select their role from the dropdown
- Set module access permissions (which modules they can use)
- Optionally add a personal message
- Click Send invitation
The user will receive an email with instructions to join your organization. They'll create their own password on first login.
Managing Existing Users
For users already in your organization:
- Change role - Update a user's permission level
- Modify module access - Grant or restrict access to specific modules
- Suspend/activate - Temporarily disable or reactivate access
- Remove user - Permanently remove from organization (data remains per retention policies)
- Resend invitation - If user didn't receive or lost the invitation email
Bulk Operations
For larger teams, you can:
- Import users - Upload a CSV file with user details
- Export team - Download a CSV of all current users and their settings
- Bulk role changes - Update multiple users' roles at once
- Bulk module access - Modify access for multiple users simultaneously
Billing & Subscription
Viewing Your Plan
See your current subscription details:
- Plan name - Your current subscription tier
- Billing cycle - Monthly or annual billing
- Next renewal date - When your subscription will automatically renew
- Seats used/available - How many user licenses are currently assigned
- Modules included - Which modules are part of your plan
- Add-ons - Any additional services or modules purchased separately
Upgrading or Downgrading
Change your subscription plan at any time:
- Go to Settings ?+' Billing
- Click Change plan
- Select your new plan from the available options
- Review any prorated charges or credits
- Confirm the change
Changes take effect immediately for upgrades, or at the end of the billing period for downgrades.
Payment Methods
Manage how you pay for your subscription:
- Add payment method - Credit card, debit card, or bank account
- Set default - Choose which payment method to use for automatic payments
- Update expired cards - Replace expired or compromised cards
- Payment history - View all past transactions and invoices
Invoices & Receipts
Access your billing documents:
- View invoices - See detailed line items for each billing period
- Download receipts - Get PDF receipts for expense reporting
- Tax documents - Access VAT/GST invoices for tax purposes
- Usage reports - Detailed breakdown of module usage and resource consumption
Security & Compliance
Authentication Settings
Secure how users access your organization:
- Password policy - Set minimum length, complexity requirements, and expiration
- Multi-factor authentication (MFA) - Require additional verification for login
- Single sign-on (SSO) - Connect to your identity provider (SAML, OIDC)
- Session management - Control session duration and concurrent logins
- Allowed IP ranges - Restrict access to specific networks or locations
Data Protection
Protect your organization's sensitive information:
- Encryption - All data encrypted at rest and in transit
- Backup frequency - Automated backups with configurable retention
- Data export - Export your data in standard formats (CSV, JSON, PDF)
- Audit logs - Track who accessed what data and when
- Compliance reporting - Generate reports for regulatory requirements
Security Monitoring
Stay informed about your organization's security posture:
- Login alerts - Get notified of new device logins or failed attempts
- Suspicious activity - Automated detection of unusual patterns
- Security score - Overall assessment of your security settings
- Recommendations - Personalized suggestions to improve security
Integrations
Connect AfricaOS to your existing tools:
Native Integrations
Pre-built connections to popular services:
- Payment processors - Stripe, Paystack, Flutterwave, Square
- Calendar services - Google Calendar, Outlook Calendar
- Communication tools - Slack, Microsoft Teams, WhatsApp Business
- Accounting software - QuickBooks, Xero, Sage
- Marketing platforms - Mailchimp, HubSpot, SendGrid
- E-commerce platforms - Shopify, WooCommerce, Magento
Custom Integrations
For specialized needs:
- Webhooks - Receive real-time notifications for events
- API access - Programmatically interact with AfricaOS data
- File imports/exports - Automated data synchronization
- Authentication - Secure API keys and OAuth2 flows
Setting Up an Integration
- Go to Settings ?+' Integrations
- Select the service you want to connect
- Follow the authentication prompts
- Configure what data to sync and how often
- Test the connection
- Enable the integration
Customization
Tailor AfricaOS to match your organization's workflows:
Workflow Customization
Modify how processes work in your organization:
- Custom fields - Add organization-specific data to records
- Automated workflows - Create rules that trigger actions based on events
- Approval chains - Define multi-step approval processes for various actions
- Notifications - Customize when and how users get alerted
- Templates - Create standardized documents, messages, and forms
Branding
Make AfricaOS feel like your own:
- Colors - Set primary and secondary colors to match your brand
- Logo - Replace the AfricaOS logo with your own in the header
- Favicon - Customize the browser tab icon
- Email templates - Customize the appearance of automated emails
- Portal URL - Use a custom subdomain (yourorg.africaos.dev)
Localization
Adapt to your region and language:
- Date/time formats - Regional preferences for displaying dates and times
- Number formats - How numbers, currencies, and percentages are displayed
- Measurement units - Metric vs imperial units for various fields
- Address formats - Regional address formatting preferences
- Holiday calendars - Country-specific holidays for scheduling
Best Practices
For New Administrators
- Start with essentials - Configure organization details and invite core team first
- Use roles wisely - Start with minimal permissions and grant more as needed
- Test changes - Try new configurations with a test user before rolling out to everyone
- Document processes - Keep notes on how you've configured workflows and integrations
- Regular reviews - Monthly check of settings, users, and security
For Ongoing Management
- Monthly user review - Remove inactive users, update roles as responsibilities change
- Quarterly security audit - Review password policies, MFA adoption, and access logs
- Usage monitoring - Track which modules are most/least used to optimize licensing
- Backup verification - Periodically test that you can restore from backups
- Stay updated - Read release notes for new features and security patches
Common Tasks
| Task | Frequency | Where to do it |
|---|---|---|
| Invite new team member | As needed | Settings ? Team |
| Update payment method | When card expires | Settings ? Billing |
| Review user access | Monthly | Settings ? Team |
| Run security check | Monthly | Settings ? Security |
| Export data for backup | Monthly | Settings ? Organization |
| Review module usage | Quarterly | Settings ? Billing |
| Update organization details | As needed | Settings ? Organization |
Troubleshooting
Common Issues
| Problem | Solution |
|---|---|
| User didn't receive invitation | Check spam folder, verify email address, resend invitation |
| Can't access a module | Check user's module access permissions in Settings ? Team |
| Billing failed | Update expired payment method in Settings ? Billing |
| SSO not working | Verify identity provider settings and certificate expiration |
| Slow performance | Check browser cache, try incognito mode, contact support if persistent |
| Missing data | Check retention policies, contact support for data recovery options |
Getting Help
If you can't resolve an issue:
- Check documentation - Search this guide for relevant topics
- Use in-app help - Click the help icon (?) in any screen for context-specific help
- Contact support - support@africaos.dev with:
- Your organization name and ID
- Detailed description of the issue
- Steps to reproduce
- Screenshots or screen recordings if applicable
- Time and timezone when issue occurred
- Check status - status.africaos.dev for known incidents
- Community forums - forum.africaos.dev for peer assistance
Related Guides
- Getting started - Initial organization setup
- Modules overview - Learn about available modules
- Team management - Detailed user and role management
- Billing guide - Understanding plans and pricing
- Security best practices - Securing your organization