System Overview
Recent Leads
Pending Approvals
Recent Inquiries
System & Database Health
Recent Payment Verifications
| Reference | User ID | Amount | Status |
|---|---|---|---|
| Loading payment logs... | |||
Upcoming Case Deadlines
Surveillance logs audit review checklist
Corporate background bank check audit logs
Operations Calendar
Recent Access Logs
User Management
Membership Management
Pending Verifications
Active Memberships
Lead Management & Analytics
Leads by Status
Acquisition Channels
Website Inquiries
Security Monitor
Authorization Passes
Document Verifications
Payment Verifications
Plan Management
Create Account
Role Access Guide
CEO / Super Admin
Full system access including financial data, security logs, and role management.
Manager
Can manage all leads, verify memberships, and view users. No security/it logs.
Employee / Staff
View and update assigned leads. Basic profile management only.
Admin Login History
Email Logs
Manage Services
Custom Workflows
Enquiry âž” KYC Verify âž” Field Ops âž” Report Draft âž” Delivered
Pending âž” Under Review âž” Active Field Work âž” Report Ready
Intake âž” Database Check âž” Verify Assets âž” Legal Review âž” Complete
Briefing âž” Company Search âž” Director Check âž” Risk Report âž” Close
Report Filed âž” Device Capture âž” Analysis âž” Evidence Pack âž” Filed
SLA Automation Settings
Add / Publish Custom Service
Communication Dashboard
Daily Email Performance (Last 7 Days)
Engagement Funnel
Compose Email
Target Audience Selector
Email Templates
Email Campaigns
Scheduled Sends
Sent Emails
Saved Drafts
Unsubscribed Recipients
Email & SMTP Settings
CRM Modules & Feature Flags
System Settings
Payment Configuration
Security & System Audit Logs
| User Email | Action | Module | IP Address | Timestamp |
|---|---|---|---|---|
| Loading audit logs stream... | ||||
Revenue Overview
Traffic Analytics
Traffic by Device
Top Traffic Sources
Case Management
Manage active investigation files, assign teams, and view case logs.
HR & Employees
Manage personnel, review roles, departments, salary details, and track files.
Clients Database
Corporate accounts and individual client memberships.
Pending Tasks
Workflow Automation Rules
Recent Activity Log
Calendar & Schedule
Upcoming Appointments
Blog Management
Landing Page Management
FMS — Encrypted Secure Locker
SEO Dashboard
Top Ranking Keywords
Communication Templates
Task Workflow
Kanban board to assign and trace task workflows.
Financial Ledger
Review invoicing, record payments, and approve field investigator expenses.
Recent Invoices
Expense Claim Approvals
Received Payments History
HR Overview & Attendance
Monitor investigator daily logs, check-ins, and manage leave balances.
Daily Time & Attendance Logs
Pending Leave Requests
Support Tickets
Review customer tickets, reply to inquiries, and troubleshoot portal issues.