Lab Administration Overview

Lab Administration is the configuration and governance layer of EaseLab. It is where lab owners and authorized staff manage users, permissions, catalog data, financial structures, messaging, and operational policies without touching day-to-day patient workflows.

Access Admin from the main navigation toolbar. Menu items are filtered automatically based on each user's role permissions — staff only see modules they are allowed to view.

Who should use this area

Role	Typical responsibilities
Lab owner / administrator	Full configuration, user management, backups
Lab manager	Catalog, referrals, rate lists, CRM
Finance lead	Ledgers, expenses, deleted invoice audit
IT / integration lead	Analyzer setup (see Analyzers), backups

Minimum access

Grant users.view and roles.view only to trusted administrators. Most reception and bench staff do not need Admin menu access.

Admin menu structure

EaseLab organizes administration into focused screens. Each maps to a permission module in the Roles & Permissions matrix.

flowchart TB
    A[Admin Menu] --> B[People]
    A --> C[Catalog]
    A --> D[Commercial]
    A --> E[Finance]
    A --> F[Operations]
    B --> B1[Users]
    B --> B2[Roles]
    C --> C1[Tests / Catalog]
    C --> C2[Departments]
    C --> C3[Medicine Groups]
    D --> D1[Referrals]
    D --> D2[Rate Lists]
    D --> D3[CRM]
    D --> D4[Contacts]
    E --> E1[Ledgers]
    E --> E2[Daily Expenses]
    E --> E3[Deleted Invoices]
    F --> F1[Stock]
    F --> F2[SMS Campaign]
    F --> F3[Backups]

Module reference

Screen	Route	Permission module	Purpose
Users	/admin/users	users	Staff accounts, activation, role assignment
Roles & Permissions	/admin/roles	roles	Custom roles and CRUD matrix
Test Catalog	/admin/tests	catalog	Tests, panels, pricing, parameters
Test Departments	/admin/test-departments	departments	Department grouping for workflow
Medicine Groups	/admin/medicine-groups	catalog_parameters	Parameter groups for prescriptions
Referrals	/admin/referrals	referrals	Referring doctors and commission rules
Rate Lists	/admin/rate-lists	rate_lists	Coupons and special discounts
CRM	/admin/crm	crm	Lead and follow-up tracking
Contacts	/admin/contacts	contacts	External contact directory
Stock	/admin/stock	stock	Reagents and consumables inventory
Daily Expense	/admin/daily-expense	expenses	Operating expenses log
Ledgers	/admin/ledgers	ledgers	Chart of accounts and balances
SMS Campaign	/admin/sms-campaign	sms_log	Bulk SMS history and campaigns
Messaging Test	/admin/messaging-test	quick.send_sms	Send test SMS before go-live
Backups	/admin/backups	backups	Tenant database backup and restore
Deleted Invoices	/admin/deleted-invoices	deleted_invoices	Audit trail for removed invoices
Subscription	/admin/subscription	subscription	Plan usage within the lab portal

Configuration workflow

For a new lab go-live, follow this recommended sequence:

flowchart LR
    S1[Create users] --> S2[Define roles]
    S2 --> S3[Build catalog]
    S3 --> S4[Departments & profiles]
    S4 --> S5[Referrals & rate lists]
    S5 --> S6[Ledgers & stock]
    S6 --> S7[Test messaging]
    S7 --> S8[First backup]

1. Users & roles — Create accounts and assign least-privilege roles.
2. Catalog — Import or create tests, link parameters, set default prices.
3. Departments & profiles — Organize tests for bench routing and invoicing bundles.
4. Commercial setup — Referral doctors, home collection charges, discount coupons.
5. Finance — Ledger accounts aligned with your chart of accounts.
6. Messaging — Verify SMS gateway and send a test message.
7. Backups — Trigger a manual backup after initial configuration.

Relationship to other areas

Area	How Admin connects
Tenant Portal	Admin configures data consumed by invoices, patients, and samples
Laboratory	Catalog and departments drive sample routing and result entry
Reports	Ledger and referral setup affects financial and operational reports
Billing & Subscription	Lab subscription is separate from patient invoicing
Security	Platform-level RBAC complements tenant role permissions

Default roles

EaseLab seeds four built-in roles on first provision:

Role	Intent
Admin	Full access to all permission groups
Lab Technician	Samples, results entry, catalog read
Receptionist	Patients, invoices, sample collection
Viewer	Read-only across core modules

You can clone these roles or create custom roles with granular CRUD toggles.

Do not share admin credentials

Each staff member should have their own user account. Shared logins break audit trails for deleted invoices, ledger entries, and backup operations.

Read-only mode interaction

When a lab subscription lapses, EaseLab enters read-only mode. Admin screens remain visible, but create, edit, and delete actions are blocked at the API layer. Billing and subscription routes stay available so the lab can renew.

Related documentation

• Users — Account lifecycle and invitations
• Roles & Permissions — Full CRUD matrix
• Test Catalog — Tests, panels, and parameters
• Backups — Tenant backup and restore
• How-To: Manage Staff & Roles