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Use the super-admin temporary password from the handover file.
Executive command
Super Admin Dashboard
Company performance and operational risk
TodayCompany Health
Accounts Snapshot
Revenue controlProcessing Snapshot
Client deliveryUrgent Action Queue
Needs attentionRecent Company Updates
Live activityStaff Portal Access
Suspend / restore / deleteAdd Employee
Auth + databaseHow this works
The portal creates the Supabase Auth login and the employee database record together. Sales roles become available in Marketing, tickets, memos, and round-robin after refresh.
Access Rules
Single loginOne staff login
All employees log in at the Employee Portal and are redirected to their assigned department.
Department lock
Processing, Accounts, HR, Marketing, and Sales users cannot open another department's portal unless they are Super Admin.
Delete preserves history
Delete blocks portal access and removes the staff member from active lists. If they own leads, Super Admin is asked to move those leads through round-robin and the transfer history is saved.
Branch Performance
Sales + deliveryAdvisor Performance
Ownership| Advisor | Branch | Leads | Paid | Verified Sales | Conversion |
|---|
Company Lead CSV Upload
Round robin or one staffCSV template
Use the template so full name, email, mobile, WhatsApp, destination, program, branch, source, campaign, and notes are mapped correctly.
Upload leads
Choose round robin for automatic distribution, or assign the whole CSV batch to one selected advisor or sales leader. Maximum 100 leads per CSV upload.
Meta Lead Forms Backfill
Import old Facebook lead form history in safe 100-lead batches. New Meta submissions still enter automatically through the webhook.
Processing Stage Approvals
Super Admin decisionApproved Client Flow
Current processExport Approval Queue
Controlled data exportExport Rules
Audit requiredSales CRM
Only Admin/Super Admin can export Sales CRM files. Advisors and Sales Leaders cannot export.
Departments
Marketing, Accounts, and Processing must request approval. Export is available only after Super Admin approval with remarks.
Audit trail
Requests, approvals, rejections, and downloads are recorded as portal communications for review.