Getting Started as a Regional Admin
Role Required: REGIONAL_ADMIN
Last Updated: March 2026 | Portal Version: 1.0
Welcome
As a Regional Admin, you oversee all housing cooperative societies within your assigned region. Your role focuses on monitoring society performance, reviewing financial data, and ensuring operational compliance across your region.
Your Responsibilities
| Area | What You Do |
|---|---|
| Society Oversight | Monitor all societies in your region |
| Performance Tracking | Track society-wise KPAs and efficiency metrics |
| Financial Monitoring | Review regional collections, refunds, and net position |
| Trend Analysis | Monitor booking, collection, and membership trends |
| Alert Management | Review and acknowledge alerts requiring attention |
| Cross-Society Analytics | Compare society performance within your region |
What You Can See (But Not Manage)
As a Regional Admin, your role is oversight — you view and monitor, but don't directly manage individual society operations:
| You Can | You Cannot |
|---|---|
| View all societies in your region | Create or edit societies |
| View society dashboards and KPAs | Approve memberships or bookings |
| View regional financial reports | Process payments or refunds |
| View society-wise performance | Modify layouts, plots, or fees |
| Monitor alerts and trends | Manage society admin roles |
| Access cross-society audit logs | Change system settings |
| View regional financial summaries | Block/unblock users |
Navigation
After logging in, two links appear in the top navigation bar: Regional Dashboard and MIS Reports. These are your main entry points.
| Starting Point | How to Navigate |
|---|---|
| Regional Dashboard | Click "Regional Dashboard" in the top navbar |
| MIS Reports | Click "MIS Reports" in the top navbar (or Dashboard → Quick Actions → MIS Reports) |
| Society View | Dashboard → Society Performance table → View button |
| Society Layouts | Society View → Browse Society Data → View Layouts (or Society View header → Browse Layouts button) |
note
Regional Admins do not have a sidebar menu. Navigation is via the top navbar links and drill-down from the dashboard.
Daily Checklist
| Priority | Action |
|---|---|
| 🔴 | Check alerts for any societies needing attention |
| 🟡 | Review society performance for any declining metrics |
| 🟢 | Monitor collection trends — ensure steady or increasing |
| 🟢 | Check membership trends across societies |
Key Terms
| Term | Meaning |
|---|---|
| Region | An organizational grouping of societies (e.g., "Chennai Metropolitan Region") |
| KPA | Key Performance Area — a tracked metric |
| Society Performance | Per-society breakdown of key metrics within your region |
| Collection Efficiency | Collections received vs. amount outstanding |
Getting Help
- Contact the Super Admin for regional structure questions
- Contact Society Admins for society-specific operational details
- Use the Audit Logs to investigate discrepancies
Related Pages
- Regional Dashboard — Your main dashboard with KPAs and society performance
- Society View — Drill into a specific society's data
- Society Layouts — Browse a society's layouts and plots
- MIS Reports — Society-level operational reports with CSV export
- Audit & Escalation — Cross-society audit procedures