Find platform administration tools

These tools are for DealJourney platform staff. Being an administrator of a customer company does not grant access to super admin.

Use Sök sidor to find a tool by its purpose or former name. Searching for tenant switching leads to Organisationer, which includes switching workspace. The old standalone switcher now opens that page.

Open Säljquiz to reach Frågebank för quiz. Open AI-krediter and choose either Användning och saldo or Kreditprissättning. The question bank and pricing remain searchable even though they no longer occupy separate sidebar entries.

In the issue tracker, user reports open with unresolved reports from every category. The category badges count unresolved reports: Felrapporter, Feedback and Dealy kunde inte svara. Select a category to narrow the shared issue table. Choose Inkludera lösta rapporter to include finished reports. Counts still show only unresolved reports. Skapa meddelande prepares a draft for review; it does not publish an announcement.

Systemhälsa has three tabs: the system itself, scheduled jobs and customer workflows. Dealy has two: usage across all workspaces, and the trace behind each answer. Searching for the old page names, such as cron health or Dealy traces, opens the right tab.

Internal updates to the founders are posted straight to team chat; there is no separate page for them. Vad är nytt? is the customer-facing publishing tool; see Publish a product update. Super-admin conversations remain available through the regular team chat page.

Tenant lists show placeholders until their first read completes. Use Uppdatera to refresh the list while keeping its confirmed rows and counts visible. A failed read offers Försök igen and does not mean the list is empty. When inspecting a tenant's members, a previous tenant's members are never shown under the new tenant's name.

Which ERP employee is linked to which DealJourney user is managed by each customer in their own Tripletex, PowerOffice or e-conomic settings, not in super admin.

Check public API activity

Open API-aktivitet to compare recorded public API use across all workspaces. Choose Period to view the last day, week, month or 90 days. Totals show calls, customers and keys that made calls, and recorded errors. Workspaces without calls in the period are not listed. The daily chart uses UTC; the first and last days can be partial.

Under Användning per kund, select a customer to narrow Senaste anrop. You can then select an API-nyckel or enable Endast fel. Each call shows its time, customer, key name, operation, result and caller IP. Use Föregående and Nästa to read older calls, or Uppdatera for a fresh snapshot. Customer totals remain platform-wide when filtering the call history.

This measures recorded public API requests, not ordinary browsing inside DealJourney or rejected authentication attempts. It identifies the workspace and key used, not necessarily the individual behind a shared key. The history combines environments and should not be treated as a complete security log.

Add a new customer workspace

On Organisationer, choose Lägg till som kund. Under Företagsnamn, use Sök i registret and type the name or the organisation number. Picking the company fills in its registered name and keeps its organisation number, VAT number, address and country, shown under the name. Remove them with the cross if you picked the wrong one.

The register details become the workspace's company profile. A workspace on a paying plan gets its customer card in our own CRM straight away, built from those details; a trial or free workspace goes to the signup inbox as usual. A card we already hold with the same organisation number is reused rather than doubled. The lookup is optional; a workspace created from a typed name works as before.

Find the workspaces that need someone

The list on Organisationer shows, for every workspace, the most urgent thing that needs attention, how many of their people were active in the last 30 days against the 30 before, what they pay us and when they renew, and our last contact with them. Sort by Behöver uppmärksamhet to put the workspaces that need someone at the top. The list runs the same checks as each workspace's own page, except its most active user going quiet and stuck onboarding, which only the page checks. Switched-off workspaces and trials that ended more than two weeks ago raise nothing.

Health, last active and the dormant count on the overview count only the workspace's own people using it. A sync, an import or a DealJourney staff visit no longer keeps a workspace looking active. Health says whether they use it, never how new the workspace is: Aktiv means their people used it in the last 14 days, Tyst up to 90 days ago, and Vilande after that. Inte påbörjad is a workspace nobody of theirs has used yet, which is the follow-up a fresh signup needs. How new a workspace is shows in its created date.

See what moved revenue

Intäkter reads our own subscriptions in DealJourney ApS from wherever you are, so you never switch workspace to see them. The MRR, paying customers and churn at risk numbers on the overview open it.

• Over time charts MRR on the 1st of every month since the first subscription, today, committed MRR for the months ahead, and a dashed trend: today's MRR plus the average monthly growth of the last six months. Pick the period (year to date, the last 3, 6 or 12 months, or since the start) and how many months ahead to show. Above the chart are the change over the period, the average per month, the last full quarter, year on year once there is a year of history, and where the trend lands. A past month counts each subscription from its start date, even one entered later. The same chart can be added to the overview, where each card remembers its own period.
• What changed compares MRR on two days and lists each customer that moved it, biggest first: new, expansion, contraction, ended, or a start moved later. Open a row to see why, such as a price change, a start date pushed out or a subscription added. Pick the last 7, 30 or 90 days, this month or last month.
• Months ahead shows committed MRR on the 1st of each coming month: what earns today and keeps running, plus what is signed to start. Below it are the dated go-lives and endings that make it move.
• Customers lists everyone paying us or signed to start, with how much their own people use the product. A paying customer whose workspace is quiet, dormant, not started or switched off is marked At risk; that is the churn at risk number on the overview. Unpaid trials are not in it. Seats shows how many seats their people use against how many they pay for. Click a customer to see their subscriptions and open their workspace.
• Month by month shows, for each of the last twelve months, the MRR added, grown, shrunk and lost, and how much of the month's opening MRR existing customers kept, with and without growth.

MRR is saved once a day per subscription, so from then on a past day reads exactly, including subscriptions that were later deleted. Days before that are rebuilt from each subscription's change history.

When a paying customer's people have not used DealJourney for 14 days, the responsible person on their card in DealJourney ApS gets a notification. Every Monday a short summary of MRR movement, customers who went quiet and the go-lives and endings of the next 30 days is posted in the founders' general channel.

Look into one workspace

Open a workspace from Organisationer to see it in depth. Choose the period at the top: the last 7, 30, 90 or 180 days, or 12 months. Every usage number on the page and on the People and Usage tabs follows it, and each one shows its change against the period before. The top row shows how many of their people have a seat, how many used it in the period, when it was last used and what they pay us per month. Every usage number counts only the customer's own people with an active seat; DealJourney staff and deactivated members are left out, so a founder visiting the workspace never makes it look busier. In our own workspaces, including DealJourney ApS, everyone counts.

The overview opens with what needs attention this week: an integration that stopped working, falling use, people removed, their most active user going quiet, onboarding stuck, a trial about to end, no contact from us for a month, or paid seats left unused. Openings show there too, such as reaching the seat cap, using more seats than they pay for, or looking at billing during a trial.

Below it, onboarding lists the steps every new workspace should take with the day each was reached; a step still open after its target day is marked. Work done counts what their people logged, from deals and calls to invoices and questions to Dealy, with the value of deals won and invoices issued. Who uses it names everyone with a seat who did nothing in the period.

On the right, the relationship comes from their card in our own CRM: our account owner, our last contact with them, the next meeting, and their most active user. Billing with us shows their subscriptions, renewal date, paid seats and what we have invoiced; whether an invoice was paid is not recorded yet. Raised with us lists their open issues, tickets with us and feature requests. On a customer or lead in DealJourney ApS, platform staff see a Workspace button that opens this page.

The people tab lists everyone with their last sign-in and last activity, lets you change a role, log in as them or remove them. The usage tab shows people active per day and the pages they open most. The sales tab is the customer's own sales book, not what they pay us.

The audit log is one timeline of what happened to the account: plan changes, features switched on or off, people invited, joining and removed, staff logging in as a user, AI credit top-ups, imports and integration breakdowns. Switching off or reactivating a workspace, changing its seats or trial end, editing notes, and changing or removing a member from super admin are recorded from this release on; earlier changes of that kind were never stored, and role changes a customer's own administrators make are not recorded here.

Assign people to a sprint

Open a sprint in the platform issue tracker. In Team, choose Tilldela personer, select people and apply your selection. The team is saved even when the sprint has no issues yet, and stays assigned when their issues are finished. Clear the selection to remove the sprint team.

People who own unfinished issues are also shown under the sprint team. Assigning someone to the sprint does not reassign its issues or give them extra access. Issue owners are chosen on each issue. If a save fails, the previous team is restored and the page tells you that it could not save.