CMS Manager
The CMS Manager is the visual admin interface for creating, editing, and organizing all platform content. It is accessible from the Admin section of the site.
Content Guides
Site Config
Platform-wide settings: name, emails, colors, and more.
E-Commerce
Products, orders, coupons, checkout, inventory, and shipping.
Articles
Blog posts and articles with rich-text editing and categories.
Pages
Dynamic pages with custom slugs and rich-text content.
Slides
Homepage hero slides with images, text, and ordering.
Categories
Shared category system for organizing products, articles, and pages.
Assets
File uploads, supported formats, and size limits.
Users & Roles
User management, role assignments, and permissions.
Clients (CRM)
Track the clients you manage - contacts, notes, and billing info.
Compliance & Audit
Automated backups, PII deletion, and audit trail.
Robots (SEO & GEO)
Search engine controls, AI bot blocking, and llms.txt.
How the CMS Works
The Manager uses a component called DataManager that provides a consistent interface for every data type: a searchable list view with pagination, and a slide-out form panel for creating or editing records. Forms are generated automatically from the platform's field definitions, including validation, file uploads, and rich-text editing.
Role-Based Access
Access to the Manager is controlled by user roles and custom role permissions:
- Admin - Baseline admin label with visitor + user-level access. All table access requires explicit custom role permissions assigned by a Super admin (e.g. "Editor" for content, "Prospect Manager" for user management).
- Super - Full access to all tables and actions, including user management, site configuration, API keys, and webhooks.
Regular users and visitors cannot access the Manager at all.
Common Actions
- Create - Click the "+" button in any table view to open a blank form.
- Edit - Click any row in the table to open its edit form in the slide panel.
- Search - Use the search bar to filter records by searchable fields.
- Sort - Click column headers to sort by that field.
- Filter - Use category tabs or filter controls when available.
Record Status
Most records follow a status workflow:
- Draft - Not visible to the public. Use this while preparing content.
- Live - Published and visible to visitors.
- Archived - Hidden from public view but preserved in the system.
Active Editor Tracking
When multiple admins are working in the CMS, the platform tracks who is actively editing each record to prevent accidental overwrites.
- Table indicators - In the table view, a small avatar appears next to the edit icon for any record another admin is currently editing.
- Form lock - If you open a record that someone else is editing, the form fields are disabled and a yellow banner shows who has the record, when they started, and a warning about overwrite risks.
- Take over - You can click "Take over editing" to reclaim the record. This disables the form for the other admin (within ~30 seconds) and gives you full control.
- Automatic release - When an admin closes the editor or navigates away, the record is released immediately. If a browser crashes or loses connection, the lock automatically expires after 90 seconds.
Active editor tracking requires Redis (Upstash) to be configured. If Redis is unavailable, the feature silently degrades and editing works normally without lock indicators.
