Admin Portal

Dashboard

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Total Accounts

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Open Leads

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Pending Tickets

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Active Projects

Quick Actions

Account Management

All Accounts

Manage client, contractor, and admin accounts.

Account Provisioning

Invite User

Send a secure invite link. The user sets their own password — no manual provisioning required.

Email Address *

Display Name

Account Type *

Admin invites require an out-of-band OTP. The code will display here — deliver it separately via phone or Signal.

Invite sent to

Expires:

CRM

Leads

All form submissions and contractor-sourced leads.

Support

Tickets

Client support tickets. Pending tickets require approval before the client can reply.

Engagements

Projects

Active client engagements and project status.

File Management

Files

Upload files to client accounts and manage existing deliverables.

Upload to Client

Select a client account and upload a file to their portal.

Client Account ID

File

Select a client to view their files

Enter a client account ID above

System

Audit Log

Immutable record of all significant actions.

Select a date to load entries