SaaS Admin Guide - Mongo My Admin Documentation

The SaaS Admin panel is the central control hub for the entire platform. Access it at:

https://yourdomain.com/saas

Default Credentials

Field	Value
Email	`super-admin@gmail.com`
Password	`BetaZen@2023`

Change Default Password

For security, change the default admin password immediately after your first login. Go to Profile → Change Password.

Dashboard Overview

The SaaS Admin dashboard provides a real-time overview of your entire platform:

Total Companies

Active, suspended, pending, and expired company count with quick filters.

Total Databases

All databases across all companies with aggregate storage usage.

Total Users

Platform-wide user count including company admins and DB users.

Revenue

Payment history, subscription revenue, and billing cycle analytics.

Company Management

Navigate to Companies in the sidebar to manage all registered companies.

Creating a Company

Click "Add Company"

From the Companies page, click the "Add Company" button to open the creation form.

Fill Company Details

Provide the required information:

Company Name – The organization name
Admin Email – Login email for the company admin
Admin Password – Secure password for the admin
Admin Name – Name of the company admin user
Package – Assign a subscription package

Set Company Status

Choose the initial status for the company:

Status	Description	DB Access
`active`	Company is fully operational	Granted
`pending`	Awaiting activation	Revoked
`suspended`	Temporarily disabled	Revoked
`trial`	Active trial period	Granted
`expired`	Subscription ended	Revoked

Company Actions

View Details – See full company info, users, databases, and subscription
Impersonate – Login as the company admin to troubleshoot
Change Status – Activate, suspend, or cancel a company
Change Package – Upgrade or downgrade the subscription
Toggle Original Name – Enable/disable unique prefix for DB and user names

Unique Prefix System

Each company gets a unique prefix (10-12 characters) for database and user names to prevent conflicts:

# Default (useOriginalName: false)
Database: DEMOCMP001_production_db
DB User:  DEMOCMP001_admin

# Original names (useOriginalName: true)
Database: production_db
DB User:  admin

Status & MongoDB Access

When you change a company's status to suspended, pending, or cancelled, the system automatically revokes all MongoDB user roles. When re-activated, original roles are restored.

Subscription Packages

Navigate to Packages to create and manage subscription plans.

Creating a Package

Each package includes configurable limits and features:

Feature	Description
Max Databases	Number of databases a company can create
Max DB Users	Total database users allowed
Max Company Users	Admin users within the company
Max Storage (GB)	Total storage limit across all databases
Analytics Level	Basic or Advanced analytics access
API Access	Whether API key access is enabled
IP Whitelisting	IP-based access restriction support

Billing Cycles

Configure pricing for each billing cycle:

Cycle	Duration	Typical Discount
Monthly	1 month	0%
Quarterly	3 months	5-10%
Half Yearly	6 months	10-15%
Yearly	12 months	15-25%
2 Years	24 months	25-35%
3 Years	36 months	35-45%
5 Years	60 months	45-50%

Website Display Options

Show on Website – Toggle visibility on the public landing page
Badge – Add labels like "Most Popular" or "Best Value"
Display Features – List of features shown on the pricing card
Sort Order – Control display order on the pricing page
Is Recommended – Highlight a package with a special badge

Payment Management

Navigate to Payments to manage transactions and payment gateways.

Supported Payment Gateways

Gateway	Modes	Features
Razorpay	Test / Live	UPI, Cards, NetBanking, Wallets
PhonePe	Test / Live	UPI, Cards
Paytm	Test / Live	UPI, Cards, Paytm Wallet
Manual	N/A	Bank Transfer, Cheque, Cash

Gateway Configuration

Navigate to Payment Settings

Go to Settings → Payment Gateways in the SaaS Admin panel.

Configure Gateway Credentials

For each gateway, enter your API keys, secrets, and webhook URLs. Use Test mode to verify integration before going live.

Enable/Disable Gateways

Toggle each gateway on or off. Disabled gateways won't appear as payment options for companies.

Manual Payments

When a company requests a manual payment (bank transfer, cheque):

Company submits payment proof with reference number
You receive a notification in Payments → Manual Payments
Review the payment details and proof document
Click Approve or Reject
On approval, the subscription is automatically activated

Trial Package System

Offer free trial periods to new companies.

Setting Up Trial

Create a Trial Package

Create a package and toggle "Is Trial" to Yes. Set the trial duration in days (default: 14).

Configure Trial Features

Set the limits for trial users (databases, storage, users, etc.). Typically these are lower than paid plans.

Activate Trial

Toggle "Is Active" to make the trial available. Only one trial package can be active at a time.

Trial Rules

Each company can only use the trial once. When the trial expires, the company status changes to expired and they must subscribe to a paid plan to continue.

Granting Trial Manually

You can manually grant a trial to any company via Companies → [Company] → Grant Trial, even if they haven't requested one.

Website Editor (CMS)

Navigate to Settings → Website Editor to customize the public landing page without code.

Editable Sections

Section	What You Can Edit
Branding	Logos (rectangle, square), favicon, brand colors, brand name
Navigation	Menu items, CTA button, Sign In button
Hero Section	Title, subtitle, hero image, CTA buttons, trust stats
Features	Feature cards with icons, titles, descriptions, gradient colors
Pricing	Section title, subtitle, currency, billing cycle labels
CTA	Call-to-action title, subtitle, button, background color
Footer	Description, link columns, copyright, social links
SEO	Meta title, description, OG image, keywords

Image Cropping

When uploading logos and images, the built-in image cropper supports:

Square (1:1) – For square logos, avatars, favicons
Rectangle (4:1) – For header logos, banners
Drag to reposition, scroll to zoom, grid overlay for precision

Available Icons

12+ icons for feature cards: database, users, chart, shield, globe, lock, cloud, server, cog, lightning, key, cursor

Email Configuration

Navigate to Settings → Mail Settings to configure email delivery.

Supported Providers

Provider	Description
SMTP	Standard email server (Gmail, Outlook, custom SMTP)
SendGrid	SendGrid API integration for high-volume sending
Mailgun	Mailgun API integration
AWS SES	Amazon Simple Email Service

SMTP Setup (Gmail Example)

Enable 2-Step Verification

In your Google Account, enable 2-Step Verification under Security.

Create App Password

Generate an App Password: Google Account → Security → App Passwords. Select "Mail" and your device.

Configure in Admin Panel

Enter the SMTP settings:

Host: smtp.gmail.com
Port: 587
Secure: false
Username: your-email@gmail.com
Password: (app password from step 2)

Send Test Email

Click "Send Test Email" to verify the configuration works correctly.

Email Templates

Navigate to Settings → Email Templates to customize email content.

Template	Trigger
Welcome Email	New company registration
Password Reset	Password reset request
Subscription Activated	Payment successful
Subscription Expiring	Subscription about to expire
Payment Success	Payment completed
Manual Payment Approved	Admin approves manual payment
Manual Payment Rejected	Admin rejects manual payment
Login Alert	Login from new device

Templates support dynamic variables using {{variableName}} syntax:

Hello {{userName}},

Your subscription to {{packageName}} has been activated.
Amount: {{currency}}{{amount}}
Valid until: {{subscriptionEndDate}}

Thank you,
{{siteName}} Team

Security Settings

Global IP Blocking

Navigate to Settings → IP Blocking to block specific IPs from accessing the entire platform.

Add IPs with a reason for blocking
Blocked IPs cannot access any part of the platform (SaaS admin, company panel, API)
Toggle IP blocking on/off globally

Maintenance Mode

Enable maintenance mode to temporarily block all company access while performing updates:

Companies see a beautiful 503 maintenance page
SaaS Admin panel remains accessible
Add allowed IPs that can bypass maintenance mode
Custom maintenance message support

Security Configuration

Setting	Description	Default
Max Login Attempts	Failed attempts before lockout	5
Lockout Duration	Minutes locked after max attempts	30 min
Session Timeout	Minutes of inactivity before logout	60 min
Min Password Length	Minimum password characters	8
Require Special Char	Force special characters in passwords	Yes
Require Number	Force numbers in passwords	Yes

Platform Analytics

Navigate to Analytics for platform-wide insights.

Platform-Wide Metrics

Total Actions – All user operations across the platform
Login Statistics – Successful and failed logins
API Usage – Requests by method and endpoint
Top Companies – Most active companies by activity count

Company Analytics

Click on any company to see detailed analytics:

User activity breakdown by action type
Login history with IP, location, and device info
API usage patterns
Security events (password changes, suspicious activity)
Session statistics and duration

User Analytics Detail

Drill down into individual user analytics with tabs for:

Overview – Stats cards and action breakdown
Activity – Recent actions timeline
Logins – Login history with IP and device
API – API request breakdown

Server Migration

Navigate to Settings → Server Migration to migrate data between MongoDB servers.

Backup First

Always create a full backup of your current database before starting any migration. Migration is a complex operation that cannot be easily undone.

Migration Steps

Enter Target MongoDB URI

Enter the connection string for the destination MongoDB server along with admin credentials.

Validate Connection

Click "Validate Connection" to test connectivity and verify the user has sufficient permissions.

Review Pre-Migration Analysis

The system counts all collections and documents that will be migrated. Review the summary before proceeding.

Start Migration

Click "Start Migration" to begin. Real-time progress updates are shown via WebSocket:

Admin database (system users, roles)
SaaS core database (settings, companies, packages)
Each company database (collections, documents, indexes)

Post-Migration (Optional)

Configure post-migration actions:

Update .env file – Automatically update MongoDB URI in environment config
Grant user permissions – Restore MongoDB user roles on the target server
Restart server – Restart the application via PM2, systemd, or Docker

Site Configuration

Navigate to Settings → Site Config to view and manage your MongoDB server connection details:

View current MongoDB host, port, database, and server version
Check connection status with the "Check Connection" button
View server information (hostname, platform, Node.js version, uptime)
Compare source and target servers for migration planning

Profile Management

Click your avatar in the top-right corner or go to Profile to manage your admin account.

Profile Settings

Personal Info – Update name, email, phone, and avatar
Change Password – Update your admin password
Two-Factor Auth – Enable/disable 2FA with authenticator app
Active Sessions – View and terminate active login sessions

Two-Factor Authentication

Enable 2FA

Go to Profile → Security and click "Enable 2FA".

Scan QR Code

Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.).

Verify & Save Backup Codes

Enter the verification code from your app. Save the backup codes in a secure location – you'll need them if you lose access to your authenticator.

Session Management

You can view all active sessions with their IP address, device, and location. Terminate suspicious sessions individually or all at once from the Profile page.

Login & Access