Admin Portal

Default super admin: admin / manage360

Command Center
A
Admin
Overview
Dashboard
Tasks & Alerts0
Task Pipeline
Master Board
Sales
CRM Pipeline0
Contracts0
Sales Team
Clients
Client Health0
Playbooks
Onboarding0
Support0
Access Control
Client Portals
Finance
Billing0
Revenue
Admin
Admin Users
Activity Log
Settings
Live Backend
Live Tenants
Website Sites

Dashboard

Full business overview.

Open Tasks
At Risk Accounts
Billing Alerts
Recent Accounts
IDBusinessHealthLast LoginSales RepStatus

Tasks & Alerts

Auto-generated and manual action items.

Task Pipeline

Move work across stages; assign inline.

Master Board

Live overview — priorities, open work, and recent client notes.

Live Tenants

Connected to the real catering backend — provision & manage live tenants.

Website Sites

Live restaurant websites — DineSync website builder (via proxy).

CRM Pipeline

Track leads from first contact to finalized account.

Public Lead Form
Finalized leads show a "Convert to Account" button — one click pre-fills the account form.

Accounts

All active client accounts with health scores and multi-unit support.

0 selected
IDBusinessHealthPortals & OnboardingBuildContractLast LoginRepStatusActions

Client Health

Account health scores, churn risk, and engagement signals.

Onboarding

Track setup completion per account.

Support

Tickets and communication log per account.

TicketAccountSubjectPriorityStatusAssignedCreatedActions

Access Control

Module permissions per account unit.

Client Portals

Turn the Website, Black Jack Catering, and Manage 360 Accounting portals on/off for each client — and toggle individual sections.

Flip a portal on/off here for a quick change, click a portal to expand its sections, or use Preview to see what the client sees. Deeper edits live in the account editor.

Billing

Payments, invoices, discounts.

AccountPlanAmountDiscountNext BillingStatus

Revenue

MRR, tiers, commissions.

Revenue by Tier
Commissions Due
Top Accounts by Net MRR
AccountGrossDiscountNet MRRRep

Sales Team

Reps, assignments, commissions.

Admin Users

Multi-role access — Sales, CS, Billing, Support.

Roles control which sections each admin can see and interact with. Super Admin has full access to everything.
NameUsernameRoleEmailStatusActions

Contracts

Proposal and contract status across all accounts.

AccountStatusContract ValueStartEndDays LeftNotesActions

Playbooks

Automated rules that generate tasks and alerts based on account conditions.

Playbooks run on every login and after every account save. Toggle rules on/off without losing them.

Activity Log

New Account
Account Info
Portal Credentials
One login for the account — users pick their unit from a dropdown in the portal.
Billing
Build Pipeline Stage
Scoping
Design
Development
Review
Live ✓
Contract / Proposal
NPS & Satisfaction
Feature Flags
Units / Locations
Communication Log
New Lead
Add Team Member
Commission
Add Admin User
New Ticket
Add Task
Settings
Super Admin Credentials
Portal Settings
Both portals must be on same domain for live access control.
Live Backend (real API)
Portal Preview
This mirrors what the client sees — only the portals and sections you've toggled on are visible to them.