--- title: Admin description: Learn how to use and customize the Pereview Overview Dashboard to surface key KPIs, monitor performance, and streamline your workflow. --- [Skip to content](https://academy.pereviewsoftware.com/knowledge-base/admin#main-content) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=250&height=73&name=Pereview%20Logo%20Dark%20Blue.png)](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Pereview Knowledge Base](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) 2. [System Admin & Technical Documentation](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en) 3. [Configuration Options](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#configuration-options) March 10, 2026 # Admin The Admin menu, located in the top nav bar, allows users with the appropriate permissions to view administrative functions and advanced application settings in Pereview.    **Note:** Contact your system administrator or Pereview Support at [support@pereviewsoftware.com](mailto:support@pereviewsoftware.com) if you have questions on Admin functions within Pereview.   [![](https://academy.pereviewsoftware.com/hs-fs/hubfs/undefined-Mar-09-2026-07-00-34-9405-PM.png?width=670&height=99&name=undefined-Mar-09-2026-07-00-34-9405-PM.png)](https://academy.pereviewsoftware.com/hubfs/Knowledge%20Base%20Images/Admin%20Top%20Nav%20Bar.png?hsLang=en) The below functions can be accessed via the Admin dropdown menu:   - **Data Upload:** Using the provided data templates, upload financial and tenancy data into Pereview. - **Users:** View, create, delete, modify, and reset user passwords when necessary. - **Permission Groups:** Create and edit shared permission groups that can be used to provide a standardized level of access to a single user or a group of users. - **Site:** Modify the settings and configuration of your Pereview site. - [Pereview 101](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#main-content) - [Navigation](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#navigation) - [Add Records](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#add-records) - [Support](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#support) - [Product Features](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#main-content) - [Workflow](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#workflow) - [Custom Forms](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#custom-forms) - [Updates and User Experience](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#updates-and-user-experience) - [Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#main-content) - [Formatted Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#formatted-reports) - [Pereview Analytics](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#pereview-analytics) - [Custom Forms Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#custom-forms-reports) - [Data Validation](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#main-content) - [Overview](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#overview) - [Data Validation Process](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#data-validation-process) - [Data Ingestion & Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#main-content) - [Data Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#data-management) - [AI Data Mapping](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#ai-data-mapping) - [System Admin & Technical Documentation](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#main-content) - [User Management](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#user-management) - [Configuration Options](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#configuration-options) - [Pereview Outbound API](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#pereview-outbound-api) - [SSO](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#sso) - [Pereview Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#main-content) - [2026 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2026-newsletters) - [2025 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2025-newsletters) - [2024 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2024-newsletters) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=150&height=44&name=Pereview%20Logo%20Dark%20Blue.png "Pereview Logo Dark Blue")](http://pereviewsoftware.com) 12400 Coit Rd, Suite 570, Dallas, TX 75251 [mailto:support@pereviewsoftware.com](mailto:support@pereviewsoftware.com) Copyright © 2026, Pereview Software