Admin Console — Valuacc × Hiew & Co

Add New Company

Company Details

Company Name *

SSM No.

Referral (Optional)

Referred By (type client name or referral code — no commission will be issued)

Referral will be blocked if the company name or SSM already exists in the system (preventing duplicate claims).

Plan & Limits

Plan

Role

Docs / Txn Limit

AI Scan Limit

Automation Limit

Tasks Limit

Login Access

Admin Access Only

No login for this company. Only you (admin) can access it via View As. No email sent.

Assign to a Person

Create login credentials for a real user. They can sign in with their email and password.

Referral Appeal

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All Companies — Admin View

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Edit Client

Name

Company

Plan

Role

Docs Limit (Transactions)

AI Limit (Invoices)

Auto Limit

Tasks Limit

Shared Access

Allow other users to view & edit this company's data (in addition to its primary login).

No additional users assigned.

Grant Access

Select users who should also be able to access this company. They'll see it in their company switcher.

Dashboard Settings

Choose which sections stay visible when they have nothing to show. Drag the rows by their grip handle (≡) to rearrange the order on the dashboard.

Transfer Ownership

Pending invitations

Create a new transfer link

Recipient email (optional — for your records and the Email button below)

Recipient phone (optional — for WhatsApp button)

Expires in

Staff Activity — —

Show: —

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⚠ Privacy note: only admin sees this. Monitored user has no UI surface to discover tracking. Comply with local employment law before enabling on any staff member.

Combined Staff Analytics —

Show: —

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📂 Saved Reports

Snapshots are stored permanently in staff_reports. Run cleanup_old_activity() in Supabase to purge the raw log without losing these summaries.

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Admin Portal Diagnostic

Each probe checks one layer between your browser and the database. Failures point to the layer that needs fixing.

Bug Report

Reporter: -

Page: -

Submitted: -

Environment: -

Reporter's description

Severity

Status

Admin notes (only visible to admins)

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Operations Overview

Add New Company

Referral Appeal

All Companies — Admin View

Edit Client

Grant Access

Dashboard Settings

Transfer Ownership

Staff Activity — —

Combined Staff Analytics —

📂 Saved Reports

Admin Portal Diagnostic

Bug Report