User Panel Guide
Code-verified reference for the logged-in panel, including role access, VIP limits, shared tools, and current implementation notes.
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This page is the reference map
If you want the practical user handbook instead of the route inventory, open How To Use InfluQa. This page is best when you need the exact role-by-role access picture and the current implementation notes.
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How access works
Two systems control what a signed-in user can do. Account role decides which panel sections appear in the menu. VIP tier decides limits such as active offers, outbound messaging, AI request volume, analytics unlocks, and some premium capabilities. Brand accounts follow the same campaign and pricing path as business accounts.
How To Use InfluQa
Open the public handbook for step-by-step guidance on public pages, shared tools, and role workflows.
Open handbook →Access Model
See the five core user types and the panel sections each one receives.
Jump to section →Shared Tools
Review the panel pages that are available across all five user types.
Jump to section →VIP Limits
Compare the current code-enforced limits for offers, messaging, and AI usage.
Jump to section →Implementation Notes
Review the route mismatches and legacy surfaces that should not be documented as intentional behavior.
Jump to section →Access model by user type
| User type | Main panel sections | What stands out |
|---|---|---|
| Influencer | Influencer Tools, Orders, Analytics, Wallet, Settings, Account | Offer management, connected social accounts, sales, saved offers, purchased courses, and agency relationship pages. |
| Business / Brand | Hire, Campaigns, Orders, Analytics, Wallet, Settings, Account | Campaign creation and applicant review are the core workflow. Brand normalizes to business for pricing and billing. |
| Agency | Managed Influencers, Campaigns, Earnings, Analytics, Wallet, Settings, Account | Agencies manage influencer rosters, accept pending requests, set commissions, and run campaigns. |
| Nonprofit | Hire Influencers, Campaigns, Analytics, Wallet, Settings, Account | Shares the campaign flow with business accounts but uses nonprofit pricing and nonprofit-specific billing copy. |
| Education | Courses, Analytics, Wallet, Settings, Account | Education adds course, instructor, student, and student-group management on top of the shared account tools. |
Platform-internal routes are intentionally excluded from this user-panel guide.
VIP tiers and global limits
| Tier | Active offer limit | Daily messages | New conversation contacts | AI requests per day | Key unlocks |
|---|---|---|---|---|---|
| Basic | 3 | 20 | 1 unique contact | 20 | Core panel access, basic analytics, basic assistant actions with confirmation, finance surfaces are read-only for the AI assistant. |
| SVIP | Unlimited | 200 | 20 unique contacts | 200 | Advanced analytics, priority messaging, verified badge eligibility, and expanded assistant access for supported account actions. |
| GVIP | Unlimited | Unlimited | 100 unique contacts | Unlimited | Premium placement, account-manager style perks, custom-contract features, and the highest entitlement tier in the current middleware. |
Replies inside existing conversations remain allowed even after the new-contact limit is reached. Pricing by role is documented on the pricing page because the billing UI uses role-specific plan amounts.
Shared panel tools
| Page / tool | What it does | Dependencies and limits |
|---|---|---|
| Dashboard | Shows role-specific summary cards, shortcuts, and quick-create actions from the panel menu utility. | The quick actions change by user type and are not identical across roles. |
| Public Profile | Displays the signed-in account's public-facing profile and links to the edit-profile flow for bios, avatar, visibility, and other profile details. | Edit flows use profile APIs, avatar upload and delete endpoints, the visibility endpoint, and AI bio generation on the profile-edit screen. |
| Settings | Provides account, password, privacy, notification, and preference controls plus local account-action buttons. | Several settings actions currently show local success alerts and are not fully backed by persistent save APIs. |
| Messages | Shows conversations, unread counts, thread views, and compose flows started through the thread and compose query parameters. |
New outbound conversations are capped by VIP tier. Replies inside existing threads remain allowed. |
| Notifications | Lists notifications by date, filters by category, and supports mark-read, mark-all-read, clear-read, and delete actions. | Depends on notification records existing for the signed-in user. |
| Wallet | Shows available balance, pending balance, total withdrawn, transaction history, and saved payout methods, with modal flows for adding payout methods. | Reads from wallet, wallet transaction, and user payment-method tables and pairs with the dedicated Withdrawal page. |
| Withdrawal | Lets the user submit a withdrawal request, store payout accounts, and review request history. | Requires a saved payment method and enforces a $10 minimum withdrawal amount. |
| InfluQa Coins | Shows coin balance and history. Influencers earn coins with daily clicks and spin actions. Nonprofit and education users see coin-purchase bundles. | Coin click rewards vary by VIP tier. Quests link out from this page for extra rewards. |
| Verification | Shows verification status and supports document upload plus verification submission. | Depends on uploaded files and verification review status stored for the account. |
| Billing and Upgrade | Shows subscription overview, plan switching, saved cards, invoices, billing activity, and Stripe checkout state. | Uses the role-specific pricing helpers. Business and brand accounts share one pricing model. |
| Cart and Checkout | Loads cart items, removes or clears them, and processes checkout with saved cards or a new Stripe card, buyer instructions, preferred publish date and time, media uploads, and policy acceptance. | These routes are authenticated for all users but are entered from purchase flows rather than the sidebar. |
| Invitation | Creates a referral link, tracks referrals, and shows pending versus qualified earnings. | Referral rewards are $25 on Basic, $35 on SVIP, and $50 on GVIP after the referred user spends $50. |
| Support | Creates support tickets, tracks status, opens ticket details, polls conversation updates, and lets the user reply inside existing tickets. | Depends on support ticket and support ticket message tables. |
| Quests | Shows daily, weekly, monthly, and achievement quests with coin and XP rewards and lets the user claim completed quest rewards. | Quest rewards only appear when active quests and user quest-progress records exist. |
| API Keys | Creates scoped API keys, shows role-specific example endpoints, and allows revocation. | The full key is only revealed once on creation. The page is currently routed for all five user roles. |
| Exclusive | Displays VIP reward and perk messaging inside the panel. | This page still contains legacy tier naming and should not be treated as the billing source of truth. |
Supporting routed flows
The main tables above focus on top-level panel sections. The routes below are also part of the logged-in panel, but several are reached from action buttons, purchase flows, or detail links instead of the main sidebar.
| Route family | What it does | Access notes |
|---|---|---|
/panel/cart, /panel/checkout, /panel/checkout/success |
Supports authenticated purchase flow inside the panel, from reviewing cart contents through payment confirmation. | Available to any signed-in user. These routes are workflow pages rather than permanent sidebar items. |
/panel/webhooks, /panel/webhooks/list, /panel/webhooks/create |
Shows webhook overview stats, recent deliveries, event catalog, webhook list, and real create, toggle, and delete actions. | Available to any signed-in user at the route layer. The influencer sidebar exposes overview and list links directly. |
/panel/schedule/create |
Creates scheduled posts, supports manual or campaign-linked posts, and lets agencies choose a managed influencer target. | The listing page is surfaced differently by role, but the create route itself is authenticated rather than role-gated. |
/panel/campaigns/create, /panel/campaigns/:id/edit, /panel/campaigns/:id, /panel/campaigns/:id/applicants |
Handles campaign creation, editing, detail views, and applicant review. | Route-gated to business, brand, agency, nonprofit, and education users. |
/panel/courses/create, /panel/courses/:id/edit, /panel/courses/:id/analytics, /panel/courses/:id/learn, /panel/instructors/create, /panel/groups/create, /panel/groups/:id |
Handles education-side create and detail pages for courses, course analytics, learning, instructors, and student groups. | Most of these pages are education-only. The course-learning page is authenticated and used after a course is purchased or assigned. |
Influencer panel tools
| Page / tool | Main actions | Dependencies and limits |
|---|---|---|
| Sales | Summarizes sales activity tied to the influencer's offers and orders. | Depends on completed order and offer data for the signed-in influencer. |
| Connected Accounts | Lists linked social accounts and the profile metrics pulled into panel experiences. | Social analytics value increases when connected accounts and live metrics are present. |
| My Offers | Lists offers, opens create and edit routes, and supports offer lifecycle management. | Basic accounts are limited to 3 active offers. SVIP and GVIP remove that limit. |
| Webhook Schedule and Webhooks | Shows webhook overview stats, recent deliveries, available events, and the list and create screens with activate and delete actions. | The underlying routes are authenticated panel routes. Influencers receive the clearest dedicated menu exposure. |
| Scheduled Posts | Shows scheduling stats, upcoming and recent posts, and the create flow for manual or campaign-linked scheduled posts. | Schedules depend on the scheduled-post tables and APIs being populated for the account. The shared create route is also used by other roles. |
| Influencer Orders | Shows incoming orders, opens order-detail views, and supports order workflow actions. | Only the influencer role receives this page in the menu and route guard. |
| Purchased Courses | Lists courses purchased by the signed-in account and links into the course-learning flow. | The route is authenticated for any user, but only the influencer menu exposes it directly. |
| Saved Offers | Stores and removes bookmarked offers with dedicated save and unsave APIs. | Useful for creators browsing marketplace opportunities before applying or purchasing. |
| My Agency | Shows the influencer's agency relationship and related account state. | Only meaningful when the influencer is attached to an agency. |
| Analytics Dashboard | Shows account analytics and audience data surfaced for creators. | Live social analytics unlock improves by tier and by connected-account coverage. |
Business and brand panel tools
| Page / tool | Main actions | Dependencies and limits |
|---|---|---|
| Hire | Links into public influencer discovery and offer browsing pages. | These are discovery surfaces rather than private panel-only CRUD pages. |
| Campaigns | Lists campaigns, filters by status, opens create and edit pages, launches campaigns, and links to applicant review. | Campaign access is role-gated to business, brand, agency, nonprofit, and education users. |
| Campaign detail and applicants | Opens campaign details, applicant lists, and related secondary views from the campaign screen. | These pages depend on campaigns and campaign applications already existing. |
| Shortlist | Stores shortlisted creators and supports contact and remove actions. | Shortlist data is specific to the signed-in business or brand account. |
| Analytics and scheduled posts | Shows analytics dashboards, scheduled-post management screens, and API-key management. | Advanced analytics and premium insight copy vary by VIP tier. API-key creation is available from the panel. |
Agency panel tools
| Page / tool | Main actions | Dependencies and limits |
|---|---|---|
| My Influencers | Shows active influencers, tracks pending agency requests, copies invite links, and supports accept, decline, message, and remove actions. | Depends on agency-member records and linked influencer accounts. |
| Commission Management | Updates agency-level and influencer-level commission values. | Uses dedicated commission APIs exposed under the panel and agency routes. |
| Campaigns | Creates and manages campaigns using the same gated campaign route family available to brands. | Agency campaigns share the common campaign create, edit, detail, and applicant views. |
| Commission page | Uses the earnings route as the menu destination for agency commission review. | The page is not separately role-gated in the route layer, so menu exposure matters here. |
| Analytics, schedule, and API keys | Provides campaign analytics, scheduled-post tools, and API-key management. | API-key creation is visible here even though entitlement metadata still treats API access as premium-only. |
Nonprofit panel tools
| Page / tool | Main actions | Dependencies and limits |
|---|---|---|
| Hire Influencers | Links to creator discovery and offer browsing to start nonprofit collaborations. | These links reuse the public marketplace surfaces rather than a private nonprofit-only toolset. |
| Campaigns | Creates and manages campaigns with the common campaign route family. | Nonprofit accounts have separate pricing copy and discount messaging, but the panel mechanics match the campaign pages used by brands. |
| Analytics and scheduled posts | Uses the analytics section for dashboard reporting, scheduled posts, and API-key access. | No dedicated shortlist or orders section is exposed in the nonprofit menu. |
Education panel tools
| Page / tool | Main actions | Dependencies and limits |
|---|---|---|
| My Courses | Lists courses, shows course stats, and links to create, edit, and detail flows. | Depends on course, purchase, and course-analytics data. |
| Course create and publish | Creates new courses and exposes publish-oriented routes for existing courses. | The create and publish routes are education-only panel pages and APIs. |
| Instructors | Manages instructors and instructor invitations, with related create routes and invite APIs. | Instructor-management features depend on instructor records and invitation flow state. |
| Students | Lists students and education-side participation data. | This route is explicitly education-only. |
| Student Groups | Creates groups, opens group-detail pages, and manages grouped student cohorts. | Group list, create, and detail routes are all education-only. |
| Analytics, schedule, and API keys | Provides analytics, scheduled-post access, and API-key management alongside the course tools. | Education also passes the shared campaign route middleware even though campaign links are not a main sidebar section. |
Current implementation notes
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Do not treat these as finished product rules
The items below are real inconsistencies found while tracing routes, menu exposure, and page behavior. They are documented here so the guide stays accurate to the code rather than assuming every visible button is intentional.
- Business and brand menus include an Orders link, but the
/panel/ordersroute is guarded for influencers only. - Several pages deep-link to
/panel/messages?user=...or/panel/messages?to=..., but the messages page only readsthreadandcomposequery parameters. - Influencer quick-create items include campaign creation, but the campaign-create route is gated to business, brand, agency, nonprofit, and education accounts.
- Education users can reach campaign routes through shared middleware and quick-create links, but the main education sidebar does not expose a dedicated Campaigns section.
- The Settings page includes several save and delete actions that currently resolve to client-side alerts rather than durable backend updates.
- The Exclusive page still uses legacy Gold and Platinum naming and links to missing docs pages such as
/docs/vip-guide,/docs/analytics, and/docs/boosting. - The connected-accounts model effectively upserts one record per platform, even though some UI copy implies that multiple accounts per platform can be stored.
- The Add Offer screen still reads the legacy
connected_accountstable, while the panel accounts screen uses the normalizeduser_social_accountstable. - The Earnings page shows a withdrawal request modal, but that form only triggers client-side alerts. The real submission path is the dedicated
/panel/withdrawalpage backed by/api/v1/withdrawal. - API Keys are exposed to all five user roles in the panel, while the VIP entitlement metadata still describes API access as a premium-only capability.
Need the practical handbook instead?
Use the handbook for the customer journey and the pricing page for plan amounts, coin behavior, and billing rules enforced alongside the panel.