Admin

Admin

The Admin section manages the people and projects in Heliconflow. It has five tabs: Clients (Projects), Team Members, Storage, Audit Log, and Import/Export. Access is role-filtered — not all tabs are visible to all roles.

Click any step to jump to its details below.

Tab access by role

TabAdminPower UserShoot LeadOther staff
Clients
Team MembersFullTalent-scopedTalent-scoped
Storage
Audit Log
Import / Export

Team Members tab

Create team member (full)

Admin

Add a new person with name, initials, email, optional password, multiple roles, internal/external type, and optional talent flag/gender. Password defaults to firstname_temp123 if left blank, with mustChangePassword = true. No welcome email is sent — use "Send password reset email" to give them access.

Create talent (talent-scoped)

Power UserShoot LeadAdmin

Add an internal on-camera talent account. Always assigned only the Talent role. No email is sent on creation.

Assign multiple roles

Grant a member any combination of roles. External members are blocked from elevated roles (Admin, Power User, etc.) server-side.

Toggle Talent role + gender

Power UserShoot LeadAdmin

Mark a member as on-camera talent and set gender (male / female / either) for TAL character matching.

Set member type: Internal vs External

Switch a member between Internal (sees all clients) and External (restricted to assigned clients). Switching to External requires at least one assigned client.

Assign multiple clients

Admin

For external members, pick one or more clients they are scoped to. All other content is hidden server-side.

Edit name / initials

Power UserShoot LeadAdmin

Updates the member's display name and initials throughout the app.

Deactivate / Reactivate member

Power UserShoot LeadAdmin

Revokes or restores login access without deleting records. Deactivated members cannot log in.

Force password change on next login

Power UserShoot LeadAdmin

Sets mustChangePassword = true — the member must set a new password on their next login.

Send password-reset email

Power UserShoot LeadAdmin

Generates a single-use 1-hour reset token and emails the member: "Reset your Helicon Flow password." Prior unused tokens are invalidated.

Delete member permanently

Admin

Hard-deletes a member with no associated records. Returns a 409 error with a "Deactivate instead" suggestion if any scripts, reviews, production, or audit records exist.

Manage notification preferences

Admin

Opens a settings modal to toggle a member's global notifications on/off, plus per-event in-app/email preferences.

Talent management (create, resend, update)

Look up email before adding talent

Power UserShoot LeadAdmin

Checks whether an email already belongs to a team member before creating a new talent account. Returns existence, name, active status, and existing roles.

Create a new talent account

Power UserShoot LeadAdmin

Creates a Talent member with a temporary password and a 72-hour setup link.

The talent receives an email: "Set up your Helicon Flow account" with a Set My Password link.

Attach Talent role to an existing staff account

Power UserShoot LeadAdmin

If the email collides with an existing staff member, adds the Talent role to their existing account instead of creating a duplicate.

The staff user receives an email: "You're now set up as Talent in Helicon Flow" (only if the role was newly added).

Update a talent account

Power UserShoot LeadAdmin

Edit name, active status, gender, mustChangePassword, or email.

Resend setup email

Power UserShoot LeadAdmin

Generates a fresh 72-hour setup token and resends the setup email.

Clients (Projects) tab

Create client/project

All users

Add a client with name, initials, service type, production track, contact info, posting channel, allowed script formats, and notes.

Edit client/project

Update any client field. Allowed script formats control what writers can choose for that client.

Archive / Restore client/project

Soft-delete a client (hiding it from active lists) or reactivate an archived one.

Import / Export tab

Export CSVs

Download all records for Scripts, Live Production, or AI Production as re-importable CSVs.

Import Scripts CSV

Bulk-create scripts from a CSV. Auto-detects format, maps status, groups scene rows by script name, skips duplicates and invalid client/writer references. Returns created count and per-row errors.

Import Live Production CSV

Bulk-create live production records, resolving client/shoot-lead/editor by name. Optionally links a script by name.

Import AI Production CSV

Bulk-create AI production records. Requires a matching existing script by name.

Download import templates

Download blank CSVs with correct headers for each type/format.

Audit Log tab

View audit log

Lists recent field-change audit entries: date/time, entity type, field changed, old → new value, changed by. Loaded newest-first, capped at 500.

Filter by entity type

Narrow the log to one entity type (script, live production, AI production, client, team member, scheduler).

Filter by date range

Limit entries to a from/to date window.