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Admin Manual 01: Admin Dashboard (/admin/dashboard)

The Admin Dashboard is the primary governance status center for Company Administrators. It provides top-level visibility into tenant security metrics, user invitation states, integration health, system mode, and administrative shortcuts.

🎯 Dashboard Sections & Components

1. Tenant Overview & Status Badges

  • Active Company Context: Displays current company legal name and active company domain ID (company_id).
  • System Mode Badge:
  • Sandbox Testing Mode: Future Go-Live date set. Data import seeding and test transaction resets are enabled.
  • Production Live Mode: Go-Live milestone reached. Test reset tools and base functional currency settings are permanently locked.
  • Active Subscription Tier: Displays active plan (Free, Professional, Enterprise) and billing status.

2. User & Security Metrics

  • Active Users Count: Total active user accounts currently holding system access.
  • Pending Invitations: Number of sent email invitations awaiting user acceptance.
  • User Slot Quotas: Current active + pending users vs. maximum allowed plan seat limit.

3. Integration & Service Status Matrix

Real-time operational indicators for platform services: - WhatsApp Gateway: Session status (CONNECTED, DISCONNECTED, PAIRING). - Transaction Email Engine: SMTP gateway delivery status and recent failed transmission count. - UAE E-Invoicing Gateway: Peppol API connectivity and credential validation status.

4. Admin Quick Action Panel

Direct navigation buttons to high-frequency administrative tasks: - Invite New User → Redirects to /admin/user-management. - Configure Company Bank Account → Redirects to /admin/company. - Update Tax & VAT Settings → Redirects to /admin/localization. - View Audit Logs → Redirects to /admin/audit-trail.

💡 Best Practices for Administrators

  1. Weekly Access Audits: Review active user counts on the Admin Dashboard weekly to identify unused seats or pending invitations that need resending.
  2. Pre-Operation Health Check: Before running monthly payroll batches or mass invoicing, verify that all integration status indicators show green (Active / Connected).