Dashboard
Overview of credit application activity
Status Breakdown
Applications
Review and manage credit applications
Businesses
View businesses and their applications
Users
Manage portal users — admins, clients, and partners
Team
Manage public team members displayed on the website
Settings
Manage admin access and security
Authorized Admin Users
Only these email addresses can sign in to the admin panel.
IP Whitelist
Restrict admin access to exact IPs, CIDR ranges such as 24.39.64.0/24, or hyphen ranges such as 24.39.64.1 - 24.39.64.254. If the list is empty, all IPs are allowed.
Test Portal Users
Create test portal user accounts for development and QA testing.
This will create two portal_users documents:
ryanh-client — Client role, linked to "Robert Engler Construction Company Inc"
ryanh-partner — Partner role, company "4 Pillar Funding"
Change Password
Update your admin account password.