👤 My Profile
Manage your admin name, email, photo, and password
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Profile Information
Update your display name and email address
Reset Password
You will receive a confirmation email when your password is changed
🔐 Security Settings
Manage your admin password and two-factor authentication
Change Password
Use a strong password of at least 8 characters
Google Authenticator (2FA)
Not Enabled
Add an extra layer of security — you'll need your phone to log in
🔑 Password Reset Requests
Review and approve member password reset requests
💸 Transfer to Member
Select a member below to send funds directly to their account
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Transfer History
All admin-initiated member transfers
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📊 Generate Transaction History
Create realistic transaction history for member accounts
Step 1: Select Member
Step 2: Date Range
Step 3: Transaction Mix
Step 4: Preview & Generate
Dashboard Overview
Real-time snapshot of your platform
Total Users
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Approved accounts
Total Balance
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Across all accounts
Pending Transfers
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Awaiting confirmation
Pending Applications
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Awaiting review
Recent Login Activity
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Recent Transactions
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Linked Accounts
Review and approve external account link requests from members
Card Management
View and manage all member debit, virtual, and credit cards from one place
Total Cards
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Active
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Frozen / Locked
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Pending
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Virtual Cards
Approve and manage all member virtual cards
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Beneficiary Requests
Review and approve or reject member beneficiary submissions
All Beneficiaries
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User Management
View, suspend, or remove user accounts
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Accounts
View all accounts, post incoming payments, transfer funds, and send outbound wires
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Transaction History
View, filter, and edit transaction dates for any member
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Login Logs
All sign-in attempts (successful and failed)
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Wire Transfers
Review and approve or reject member wire transfer requests
Pending Review
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Approved Today
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Rejected Today
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Total Volume Pending
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🌐 Pending Wire Transfers
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🔒 Wire Enable Verification Log
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Account Applications
Review and approve or reject new account applications
Pending
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Approved
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Rejected
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Total
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Deposit Receipts
Review payment receipts uploaded by new members awaiting account activation.
Pending Name Changes
Review member name change requests before they take effect on their account.
Savings Account Requests
Review and approve or reject member savings account requests
Pending
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Approved
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Rejected
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🏦 Savings Account Requests
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Pending Transfers
Review, confirm, or reject scheduled transfers awaiting compliance approval
Pending
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Confirmed Today
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Total Volume
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↗️ Transfers Awaiting Confirmation
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📋 Approved & Rejected Transactions
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✅ Approved Transfers
All completed transfers — click any row to edit date or description
Total Approved
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Total Volume
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Approved Today
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⏸️ On Hold Transfers
Transfers placed on hold awaiting review — confirm or reject each one
On Hold
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Total Volume
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Oldest Hold
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⏸️ Transfers On Hold
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📇 Contact Directory
All member email addresses and phone numbers
Total Members
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With Email
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With Phone
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Suspended
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Member Contact Information
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External Accounts
Save and send to external accounts — US & International
Saved External Accounts
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🔗 Linked External Accounts
All external accounts connected by members
Total Linked
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US Accounts
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CA Accounts
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Members w/ Linked
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External Account Registry
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🛡️ Sentinel AI Monitor
Real-time fraud detection and account monitoring across all members
🛡️
Sentinel AI — Active
Monitoring all member accounts · Fraud detection · Transaction analysis · Login security
LIVE
Last scan: —
Critical
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High
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Medium
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Monitored
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Members
Tx 24h
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Volume 7d
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📋 Full Member Account Monitor
All members — balances, activity, risk level
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🤖 Atlas — AI Admin Assistant
Ask anything, run any action — in plain English. Atlas has full access to your platform.
📊 Overview Stats
👥 List Users
↗️ Pending Transfers
📋 Applications
🔐 Login Logs
🏦 Accounts
❓ Help
🏦 CD Account Applications
Review and approve Certificate of Deposit applications
Pending
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Approved
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Total Volume
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Active Accounts
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🏦 Certificate of Deposit Applications
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✅ Active CD Accounts
Accounts created after application approval
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💳 Credit Card Applications
Review and approve credit card applications
Pending
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Approved
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Rejected
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Active Cards
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💳 Credit Card Applications
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✅ Active Credit Card Accounts
Cards issued after application approval
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📊 Credit Score Requests
Review identity, run soft pull, and deliver credit score reports
Pending
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Completed
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📊 Credit Score Requests
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🔐 Account Control
Close or lock savings accounts, credit cards, and CD accounts
Select an account type above
Select an account type above to manage accounts.
👔 Employee Management
Add and manage staff, assign departments, set up custom domains and referral links
Total Staff
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Active
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Departments
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Total Ref. Clicks
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➕ Add New Employee
👔 Staff Directory
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🧑💼 Agent Management
Create and manage agent accounts with specific role-based access
💬
Chat Support
Live Chat only — respond to member messages
📊
Account Monitor
Overview, Users, Accounts, Transactions, Logs
📞
Calling Agent
Fraud Dept only — outbound calls & fraud prevention
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Transfer Agent
Transfers, Wire requests, External accounts
💬
SMS Agent
SMS Inbox only — text message support
🤝
General Support
Live Chat + Overview + Users + Accounts
📡 SEO & Activity Monitor
Track referral links, employee activity, and all admin actions
Total Clicks
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Today
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This Week
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This Month
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📊 Clicks by Employee
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📋 Admin Activity Log
All actions by all admin users
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🏛️ Loan Applications
Review and decide on personal, auto, and mortgage loan applications
Total
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Pending
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Approved
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Declined
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All Loan Applications
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⚠️ Transaction Disputes
Review and resolve client dispute filings
Open
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Resolved
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Total
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All Disputes
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✉️ Secure Messages
Read and respond to client messages
Open
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Replied
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Total
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All Messages
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📅 Appointments
View and manage all scheduled client appointments
Scheduled
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Confirmed
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Total
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All Appointments
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🤝 Joint & Business Applications
Review applications for joint and business accounts
Joint Account Applications
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Business Account Applications
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📜 Audit Log
Complete immutable record of all admin actions on the platform
All Admin Actions
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