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.
Tab access by role
| Tab | Admin | Power User | Shoot Lead | Other staff |
|---|---|---|---|---|
| Clients | ✓ | — | — | ✓ |
| Team Members | Full | Talent-scoped | Talent-scoped | — |
| Storage | ✓ | ✓ | ✓ | ✓ |
| Audit Log | ✓ | ✓ | ✓ | ✓ |
| Import / Export | ✓ | ✓ | ✓ | ✓ |
Team Members tab
Create team member (full)
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)
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
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
For external members, pick one or more clients they are scoped to. All other content is hidden server-side.
Edit name / initials
Updates the member's display name and initials throughout the app.
Deactivate / Reactivate member
Revokes or restores login access without deleting records. Deactivated members cannot log in.
Force password change on next login
Sets mustChangePassword = true — the member must set a new password on their next login.
Send password-reset email
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
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
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
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
Creates a Talent member with a temporary password and a 72-hour setup link.
Attach Talent role to an existing staff account
If the email collides with an existing staff member, adds the Talent role to their existing account instead of creating a duplicate.
Update a talent account
Edit name, active status, gender, mustChangePassword, or email.
Resend setup email
Generates a fresh 72-hour setup token and resends the setup email.
Clients (Projects) tab
Create client/project
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.