Admin Promo Codes

Role: Platform admins
Scope: Admin portal organization billing area

Purpose

Manage promotional codes directly from the dedicated Promo Codes page in Admin.

Who this is for

Platform admins responsible for billing setup and promotional discount governance.

Prerequisites

• You are signed in to the Admin portal.
• You can open an organization details page.

Step-by-step instructions

1. Open promo codes page

• Open the Admin portal navigation.
• Go to Promo Codes.

2. Search promo codes

• Use the search field to find promo codes by code value.
• Use pagination controls to browse additional results.

3. Create a promo code

• Click Create Promo Code.
• Fill in code details in the side drawer.
• Save to create the code.

4. Edit or delete a promo code

• Use row actions to edit or delete an existing code.
• Edit opens the same side drawer form.
• Delete is blocked when the promo code is linked to a company.

What users should expect

• Promo code listing is server-side paginated and searchable by code.
• Promo codes support usage control through MaxUsages and tracked UsageCount.
• A company can have one linked promo code, and a promo code can be linked across multiple companies.

Common issues and troubleshooting

• Delete fails: promo code is currently linked to one or more companies.
• Update fails: check date range, uniqueness of code, and usage cap constraints.

Verify success

• New promo code appears in Promo Codes page table.
• Updated values are visible after save.
• Linked promo code cannot be deleted until unlinked.

Related pages

• Integration Operations Tasks
• Company Settings & Configuration