Admin Overview

Administrators are the backbone of the Matchpal platform, responsible for managing students, providers, relationships, billing, and communications.

This documentation is a work in progress. Content may be incomplete or subject to change.

What Admins Do

As an administrator, you have full access to manage the platform:

Student Management

  • Review and process new student registrations
  • Manage intake questionnaires and profile information
  • Monitor student statuses (staged, active, suspended)
  • Handle grant allocations and package assignments

Provider Management

  • Onboard new providers and verify credentials
  • Configure provider capabilities (tutoring subjects, advising specialties)
  • Manage availability and capacity settings
  • Review provider performance metrics

Relationship Oversight

  • Review matching algorithm results
  • Monitor proposal and acceptance workflows
  • Intervene in relationship issues when needed
  • Track relationship lifecycle from proposal to completion

Billing Administration

  • Assign grants and packages to students
  • Monitor usage and consumption rates
  • Handle billing exceptions and adjustments
  • Generate usage reports

Communications

  • Create and manage email templates
  • Configure automated notifications
  • Send targeted communications
  • Monitor email delivery and engagement

Key Admin Workflows

Onboarding a New Student

  1. Student completes intake questionnaire
  2. Admin reviews submitted information
  3. Admin assigns appropriate package/grant
  4. Matching algorithm generates provider recommendations
  5. Admin reviews and approves proposed matches
  6. Proposals sent to providers

Managing Provider Capacity

  1. Provider updates availability in their profile
  2. Admin reviews capacity across provider pool
  3. Admin adjusts matching weights if needed
  4. System reflects updated availability in new matches

Handling Relationship Issues

  1. Student or provider reports an issue
  2. Admin reviews relationship history
  3. Admin communicates with both parties
  4. Admin takes appropriate action (reassignment, pause, completion)
  5. Admin documents resolution

Admin Tools

The admin panel provides specialized tools:

  • Bulk Actions - Apply changes to multiple records at once
  • Search & Filter - Find specific students, providers, or relationships
  • Export - Download data for reporting or analysis
  • Audit Log - Track changes and who made them
  • Email Preview - Test templates before sending

Best Practices

Daily Tasks

  • Review new student registrations
  • Check pending provider responses
  • Monitor session completion rates
  • Address any flagged issues

Weekly Tasks

  • Review matching effectiveness
  • Check grant usage trends
  • Send any batch communications
  • Update provider availability if needed

Monthly Tasks

  • Generate usage reports
  • Review provider performance
  • Plan capacity adjustments
  • Archive completed relationships

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