👤 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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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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