Utilities Module
The day-to-day housekeeping tools that keep the platform running smoothly behind the scenes.
What it does
The utilities module covers the operational tasks that don't belong to any single business function — data import/export, scheduled backups, and admin permission management.
A typical workflow
- An admin needs to onboard a new staff member — they create a role with specific permissions rather than granting full access.
- Before a major system change, a scheduled backup runs automatically, giving a safe rollback point.
- When migrating data (such as importing an existing member list), bulk import tools handle it without manual re-entry.
- If something needs auditing later, the configuration history shows exactly what changed and when.
Core functions
- Bulk data import/export (members, products, transactions)
- Scheduled system backups
- Admin role and permission management
- Two-factor authentication and login security settings
- System settings and configuration history
Key benefits
- ✓Reduces reliance on developer support for routine admin tasks.
- ✓Scheduled backups protect against data loss.
- ✓Granular permissions reduce the risk of accidental changes by staff.
- ✓Configuration history simplifies audits and onboarding new admin staff.
How it connects to other modules
| Module | What it shares |
|---|---|
| Admin Back-Office | Shares the same permission system |
| All modules | Covered by system-wide scheduled backups |
Why it matters
These are the tools your internal team uses directly rather than distributors — keeping them in one place makes onboarding new admin staff and auditing who changed what much simpler.
Common questions about the Utilities Module
On a scheduled basis you configure, giving a safe rollback point before major system changes.
Yes, granular role and permission management restricts each admin to what their job requires.
Yes, bulk import/export tools handle members, products, and transactions without manual re-entry — useful when migrating from another system.
Yes, configuration history tracks what changed and when, which simplifies audits and onboarding new admin staff.
No — utilities like data export, backups, and permission changes are designed for admin staff to handle directly, without developer involvement.
See it configured for your compensation plan
We'll walk you through how this fits with the rest of the platform.
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