Firm Dashboard
| Actor | Action | Detail | When |
|---|---|---|---|
| Loading… | |||
User Management
| Name | Role | Status | Actions | |
|---|---|---|---|---|
| Loading… | ||||
Master Audit Logs
| Actor Role | Actor ID | Action | Detail | Timestamp |
|---|---|---|---|---|
| Loading… | ||||
Global Settings
Firm-wide configuration — Composio API scopes, billing plan, and system-level toggles.
Composio API Key
Forwarded to the Node automation layer on each dispatch — that process has no shared database, so this is the source of truth. Stored server-side, no restart needed. Super Admin only.
Composio API Scopes
Toggling a scope dispatches through the Node automation layer, which independently re-checks your role before touching Composio. High-level scopes require Admin rank or above.
Loading…
AI Integration (Gemini)
Powers the AI Report and AI Suggestions tools. Stored server-side and can be rotated here any time — no server restart needed. Super Admin only.
Gmail Auth Config (Composio)
Composio only supports creating this in their dashboard — go to dashboard.composio.dev → Auth Configs, create a Gmail auth config (Composio-managed OAuth is fine for testing), then paste the resulting ID here. Super Admin only.
Overview
Assigned Clients
| Client | Status | Actions | |
|---|---|---|---|
| Loading… | |||
Smart Inbox (your assigned clients only)
| Client | Subject | Status | Received |
|---|---|---|---|
| Loading… | |||
Data Cleaner (your assigned clients only)
| Client | Row | Flag |
|---|---|---|
| Loading… | ||
Collections & Chaser Campaigns (your assigned clients only)
| Client | Invoice | Amount | Status | Due | Action |
|---|---|---|---|---|---|
| Loading… | |||||
| Client | Status | Notes | Last Chased | Action |
|---|---|---|---|---|
| Loading… | ||||
Personal Settings
Signed in as
—
Change Password
Connect Gmail
Connects your real Gmail account so you can send genuine emails to clients straight from Ledger/Command, through Composio.
Loading…
Overview
Upload Center
Drop your statements, receipts, or requested documents here.
| File | Size | Uploaded | Action |
|---|---|---|---|
| Loading… | |||
Document Checklist
Invoices
| Invoice | Amount | Status | Due | Action |
|---|---|---|---|---|
| No invoices yet. | ||||
Contact Officer
Communications History
Personal Settings
Signed in as
—