# Admin Portal overview

The Admin Portal is a white-labeled web application where your company's administrators manage internal configurations on the Peach lending platform. Use it to control employee access, configure communication templates, view loan type settings, and manage company-wide preferences.

**Availability:** All clients
**Required permissions:** `admin.portal:read` (to access the Admin Portal)

## Access the Admin Portal

Peach provisions a dedicated Admin Portal URL for each client company and grants access to employees designated as admin users. Your Admin Portal URL follows the pattern `https://<company>-admin.<environment>.finance`.

### Log in

Depending on your company's configuration, log in using one of these methods:

1. **SSO (Single Sign-On)** — Your company's identity provider handles authentication.
2. **Username and password** — Enter your credentials on the login screen.
3. **Two-factor authentication (2FA)** — After entering credentials, confirm your identity with a one-time code sent via email, phone, or a third-party authenticator app (such as Authy or Google Authenticator).


### Troubleshoot login issues

If you can't access the Admin Portal, your account may be locked after multiple failed login attempts. Wait a few minutes and try again, or contact Peach support for assistance.

## Navigate the Admin Portal

The Admin Portal has a sidebar on the left with navigation links to each section. The header at the top displays your company logo (white-labeled), a company selector (if you have access to multiple companies), and a user menu with logout.

### Sidebar navigation

The sidebar displays these items as a flat list:

- [**Teams**](/servicing-operations/admin-portal/admin-portal-teams) — Organize employees into groups for task routing
- [**Employees**](/servicing-operations/admin-portal/admin-portal-employees) — Add and manage employee accounts and access
- [**Roles**](/servicing-operations/admin-portal/admin-portal-roles) — Define permission sets and assign them to employees
- [**Templates**](/servicing-operations/admin-portal/admin-portal-templates) — View and edit communication templates
- [**Repayment Engine**](/servicing-operations/admin-portal/admin-portal-repayment-engine) — Configure automated borrower notifications
- [**Loan Types**](/servicing-operations/admin-portal/admin-portal-loan-types) — View loan type configurations (read-only)
- [**Dynamic Fee Types**](/servicing-operations/admin-portal/admin-portal-dynamic-fee-types) — View dynamic fee type configurations (read-only)
- [**API Keys**](/servicing-operations/admin-portal/admin-portal-api-keys) — View API key details and version history (read-only)
- [**Loan Labels**](/servicing-operations/admin-portal/admin-portal-loan-labels) — Create and manage loan labels


If your company has the beta toggle enabled, you'll also see:

- [**Company configuration**](/servicing-operations/admin-portal/admin-portal-company-config) — Edit company-wide settings
- **Capital Markets** — a group in the sidebar containing:
  - [**Investors**](/servicing-operations/admin-portal/admin-portal-investors) — Manage investor records
  - [**Settlement Instruments**](/servicing-operations/admin-portal/admin-portal-settlement-instruments) — Manage bank accounts for investor settlements
  - **Loan Tape Types** and [**Loan Tapes**](/servicing-operations/admin-portal/admin-portal-loan-tapes) — Define loan tape templates and generate loan tapes (these two entries require an additional override beyond the beta toggle; contact Peach support to enable them)
- [**Collection agencies**](/servicing-operations/admin-portal/admin-portal-collection-agencies) — Manage collection agencies for debt recovery
- [**Credit Bureau Agencies**](/servicing-operations/admin-portal/admin-portal-credit-bureau-agencies) — Manage credit bureau agency records used for reporting (requires an additional override beyond the beta toggle; contact Peach support to enable)


If you don't see these additional items and expect to, contact Peach support.

### Beta toggle

The Admin Portal is transitioning to a new layout, available behind the beta toggle. The new layout adds grouped sidebar navigation and access to additional features (Settlement Instruments, Loan Tapes, Investors, and more).

The new layout is opt-in. To try it, select **Try it now** at the bottom left of the screen. To return to the legacy layout, select **Go back** in the same location. Both layouts access the same data — switching layouts does not affect your company configuration or borrower data. Features available only with the beta toggle enabled include Company configuration, Settlement Instruments, Investors, and Collection agencies. Credit Bureau Agencies, Loan Tape Types, and Loan Tapes require an additional override on top of the beta toggle.

New features are being released throughout 2026. If you see a feature in the new layout that you have questions about, contact Peach support.

### Index rates

Index rate tools are not in the main sidebar. How you open them depends on your layout:

- **Updated sidebar layout:** Select your **user avatar** at the bottom of the sidebar, then **Manage Index Rates**. See [Set and manage index rates](/servicing-operations/admin-portal/admin-portal-index-rates) (requires `indexrates:read` permission).
- **Legacy layout:** Select **Admin options** in the top-right header, then **Manage index rates** or **Set index rate**. See [Set and manage index rates (legacy)](/servicing-operations/admin-portal/admin-portal-index-rates-legacy) (requires `indexrates:read` permission).


## Related pages

**People and access:** [Manage teams](/servicing-operations/admin-portal/admin-portal-teams), [Manage employees](/servicing-operations/admin-portal/admin-portal-employees), [Configure roles and permissions](/servicing-operations/admin-portal/admin-portal-roles)

**Communications:** [Manage communication templates](/servicing-operations/admin-portal/admin-portal-templates), [Configure repayment engine notifications](/servicing-operations/admin-portal/admin-portal-repayment-engine)

**Company settings:** [Edit company configuration](/servicing-operations/admin-portal/admin-portal-company-config), [Set and manage index rates](/servicing-operations/admin-portal/admin-portal-index-rates)

**Loan configuration (read-only):** [Loan type configurations](/servicing-operations/admin-portal/admin-portal-loan-types), [Dynamic fee type configurations](/servicing-operations/admin-portal/admin-portal-dynamic-fee-types), [Manage loan labels](/servicing-operations/admin-portal/admin-portal-loan-labels)

**API:** [API keys](/servicing-operations/admin-portal/admin-portal-api-keys)

**Capital markets:** [Manage investors](/servicing-operations/admin-portal/admin-portal-investors), [Manage settlement instruments](/servicing-operations/admin-portal/admin-portal-settlement-instruments), [Manage loan tapes](/servicing-operations/admin-portal/admin-portal-loan-tapes)

**Collections:** [Manage collection agencies](/servicing-operations/admin-portal/admin-portal-collection-agencies), [Manage credit bureau agencies](/servicing-operations/admin-portal/admin-portal-credit-bureau-agencies)