Documents, chase-ups and service actions across all markets
Live view
Priority Client Actions
Highest-risk items first
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Clients
0
Contracts
0
Signed
0
Pending
0
Client
Contract(s)
Portal
Service
Actions
Staff Access
Owner-only controls for staff roles, access, login history and client ownership
Active staff
0
allowed to sign in
Owners
0
super admin access
Disabled
0
blocked accounts
Login events
0
recent audit entries
Magic Link Checklist
For a staff sign-in link to arrive and work, the user must exist in Supabase Auth, be active in Staff Access, use an allowed portal redirect URL, and avoid repeated requests inside Supabase rate limits.
Staff
Role
Auth
Lifecycle
Clients
Actions
Role Permissions
RBAC reference for staff access in this portal
Role
Staff
Clients
Contracts
Templates
Pipeline
Activity
Login Audit
Recent staff sign-ins recorded after successful portal authentication
Contract Templates
Master terms of business PDFs · private admin-only library
Templates
0
stored securely
Contingent
0
success-fee terms
Temporary
0
temp terms
Global
0
cross-division
Template Finder
Filter by market, division, service model and client setting. Global / All division templates remain available as fallbacks.