Admin

The Admin section is where partner administrators configure their organization, manage who has access, and pay Selflane invoices. Sales agents do not see this section.

Settings

Open Admin > Settings to update your organization’s profile.

Logo — upload a square image (PNG or JPEG). Shown on customer-facing invoices and estimates.
Name — the organization name shown to restaurants and on documents.
Contact information — primary email and phone for customer correspondence.

Click Save after changes.

Users & Access

Add, edit, and remove the people who can log into your partner organization. This page is limited to administrators.

Access Levels

Administrator — full access to settings, billing, agent management, and CRM.
Sales Agent — CRM and personal-profile access only. No billing, no user management.

Add a User

Click + Add in the upper-right.
Enter the user’s name and Selflane account email. The user must already have a Selflane account — if they don’t, ask them to sign up first.
Select the access level.
Click Save.

Remove a User

Select a user and click Remove. They lose access immediately. Their CRM history (leads, opportunities, edits) stays attached to their name for audit purposes.

Subscription & Billing

Selflane bills your partner organization monthly in arrears. Charges for one month are invoiced on the first day of the next month.

Payment Method

Click Edit in the upper-right of the Payment Method box.
Enter the card number, expiration date, and CVC.
Click Save.

If a valid card is on file, invoices charge automatically. Otherwise pay each invoice manually.

Bills

Bills are listed by month for the selected year. Use the date dropdown in the upper-left to view a different year.

For each bill row:

Click PDF to download or print.
Click Pay to settle the bill manually. You can apply any available balance or charge your card on file.

Agent — what each sales agent sees in their own profile.
Service Desk — file an issue with Selflane support.