Admin

Admin is the account-wide setup and governance area in DripDrop. Use it to manage shared integrations, define structured data with custom fields, maintain tags, and review account changes in the audit log.

Use Admin for shared workspace controls that affect campaigns, records, provider accounts, and account-level history.

Use Settings for profile, security, notifications, account settings, billing, API keys, and AI settings. Some Settings pages also affect the account, but they are separate from the Admin tools covered here.

  1. Open the DripDrop dashboard.
  2. In the left navigation, select Admin.
  3. Choose Integrations, Custom Fields, Tags, or Audit Log from the Admin child navigation.
Note
Opening /dashboard/admin directly redirects to /dashboard/admin/integrations. The current Admin routes are /dashboard/admin/integrations, /dashboard/admin/custom-fields, /dashboard/admin/tags, and /dashboard/admin/audit-log.
Integrations: Connect and manage shared provider accounts for email, SMS, phone-capable messaging, webhooks, inbound replies, and AI providers.
Custom Fields: Define structured fields that can be attached to Contacts, Flows, and Flow Enrollments.
Tags: Create shared labels with optional color and emoji for organizing supported records.
Compliance: Manage opt-out settings across email and SMS.
Audit Log: Review account changes, filter by action or resource type, and inspect changed values.

Integrations is the Admin starting point for provider records used by the workspace. Keep detailed provider setup steps in the dedicated Integrations docs so this page stays focused on Admin navigation and management behavior.

  • The summary cards show Total Providers, Active, Verified, and Errors.
  • The provider table can show Name, Service, Methods, Status, Tags, Last Used, Created, Last Verified, and an AI verification action where applicable.
  • Status labels include Active, Paused, Attention Required, and Archived.
  • Provider method labels include Email, SMS, Phone Call, and AI, depending on the provider.
  • Some providers show an inbound status dot. Green means all inbound statuses are active, amber means at least one inbound status is configured, and red means inbound is not configured.
  • Use Add Provider to create a provider. Select a row action to edit or delete an existing provider.
  • AI providers can show a Verify action and Last Verified value.
Warning
Deleting a provider cannot be undone. Confirm that no active workflow depends on the provider before deleting it.

Add or Edit a Provider

  1. Open Admin → Integrations.
  2. Select New Integration, or edit an existing provider from the table.
  3. Complete the provider form for the provider type you are connecting.
  4. Save the provider, then review the provider status and any verification state shown in the table.

For provider-specific setup, see Integrations.

Custom Fields lets you define shared structured data for records in DripDrop. Use custom fields when a value needs a consistent field name, type, and target model instead of a free-form note.

  • Supported target models in the current UI are Contact, Flow, and Flow Enrollment.
  • The table shows Name, Key, Type, Target Model, Required, Status, Created, and Updated. Created and Updated are hidden by default.
  • Visible field type labels include Text, Long Text, Integer, Decimal, Boolean, Date, Date & Time, Email, URL, and Single Choice.
  • Use Search, Status filters, and Model filters to narrow the list.
  • Select rows to use bulk Archive, Restore, or Delete actions when applicable.

Create a Custom Field

  1. Open Admin → Custom Fields.
  2. Select New Custom Field.
  3. Enter a Display Name.
  4. Optionally enter a Key. If you leave it blank, DripDrop can generate one from the display name.
  5. Choose the Field Type and Target Model.
  6. Turn on Required if records of that model should require this field.
  7. Optionally, add a Description.
  8. For Single Choice fields, add at least one choice.
  9. Save.

Edit a Custom Field

When you edit an existing custom field, the Field Type and Target Model controls are disabled in the current UI. This protects existing data from changing meaning after the field has been used.

Custom Field Lifecycle

  • Active fields are available for new records and workflows that support the target model.
  • Archived fields no longer appear on new records, but existing values are preserved.
  • If a field is already in use, the UI prompts you to archive or restore it instead of deleting it directly.
  • Delete is available for fields where deletion is allowed. Bulk delete is also available from the selected-row toolbar.
Warning
Deleting a custom field cannot be undone. Archive fields instead when you need to preserve existing values.

Tags are shared labels for organizing supported DripDrop records. Use tags when you need lightweight categorization without defining a typed custom field.

  • The Tags table shows Name, Color, Emoji, and Created.
  • Each tag has a required Name, optional Color, and optional Emoji.
  • The add/edit form includes a preview so you can see the label before saving.
  • The color control accepts a hex color value. Partial valid hex values are padded before being sent to the backend.
  • Use Search to find an existing tag before creating another one.

Create or Edit a Tag

  1. Open Admin → Tags.
  2. Select New Tag, or edit an existing tag from the table.
  3. Enter the tag Name.
  4. Optionally choose a Color and Emoji.
  5. Review the preview, then select Save.
Warning
Deleting a tag removes it from all associated records.

Admin→Compliance controls account-level handling for:

  • Email unsubscribes
  • Email spam complaints
  • Email hard bounces
  • SMS opt-out keywords such as STOP
  • SMS opt-in keywords such as START
  • What happens to active flow enrollments after an opt-out or bounce event

See Compliance for more information.

Audit Log helps account owners review changes made across the account. Use it when you need to answer what changed, who changed it, and when the change happened.

  • The table includes Time, User, Action, Resource, Object, Changes, and IP Address.
  • User and IP Address are hidden by default and can be shown from column visibility controls.
  • Action filters include All, Create, Update, and Delete.
  • Resource filters include Contact, Flow, Enrollment, Email Template, SMS Template, Provider, and Custom Field.
  • Change details can show before-and-after values. Relationship changes can show the relationship operation and affected objects.
Tip
Search, sorting, pagination, and column visibility controls help when the audit table becomes busy.

Review Account Changes

  1. Open Admin > Audit Log.
  2. Use Action filters to narrow the log to created, updated, or deleted records.
  3. Use Resource filters to focus on a specific record type.
  4. Use Search when you know part of the object name or changed value.
  5. Open column visibility controls if you need to show User or IP Address.

In the current dashboard UI, Admin appears in the sidebar for the account owner. If you believe you should manage Admin areas but do not see Admin, contact the account owner or support.

Backend account object permissions also allow authorized account users for many API-backed objects. This page only describes the current dashboard navigation behavior confirmed in the source.

Admin is missing from the sidebar
  • Confirm you are signed in to the correct account.
  • The current dashboard UI only adds Admin navigation for the account owner.
  • Ask the account owner or support to confirm your expected access.
Admin redirects somewhere unexpected
  • Opening /dashboard/admin should redirect to /dashboard/admin/integrations.
  • If the redirect fails, try a direct child route such as /dashboard/admin/custom-fields.
Integrations does not load
  • Use Try Again if the page shows Error loading integrations.
  • Confirm the account is selected and reload the dashboard if provider data does not appear.
A provider is missing or has an error
  • Check Admin > Integrations first, then open the provider-specific setup docs for that service.
  • Review Status, Last Verified, Inbound Status, and any provider-specific form fields.
A custom field cannot be deleted

If the field is in use, archive it instead. Archived fields stop appearing on new records while preserving existing values.

A Single Choice field will not save

Single Choice fields require at least one non-empty choice.

Tag creation or editing fails
  • Confirm the tag has a name.
  • Check that the color value is a valid hex color.
Audit Log looks empty or incomplete
  • Clear search text and filters.
  • Check pagination.
  • Show hidden columns if you need User or IP Address.
Times look confusing

Compare timestamps with the timezone configured for the account in Settings.

Integrations: Provider-specific connection, verification, and webhook setup.

Settings: Profile, security, notifications, account, billing, API keys, and AI settings.

Contacts: Records that can use admin-defined fields and tags.

Flows: Workflows that can use providers and structured data.

Templates: Message assets used by workflows.

Troubleshooting: Symptom-based help when an Admin workflow breaks.