The left sidebar has two sections: Main (Dashboard, Shelf Companies, Name Reservations, Orders, Service Requests, Boost Applications) and Manage (a single Operations entry that leads to the hub).

Click Operations in the sidebar to open the hub — a card grid showing all management tools your role can access: Enquiries, Newsletter, Boost Forms, Users, Settings, Reports, Activity Logs, My Profile, and Admin Guide. Click any card to navigate directly to that page. The Operations button stays highlighted while you are inside any of these pages.

Only pages permitted for your role appear in the Operations hub. Attempting to navigate to a restricted page redirects you to the first allowed page with a notice. Contact a Super Admin to change your role if you need broader access.

The large navy card shows total revenue from all paid orders. The three cards beside it show Total Clients, Companies Available (out of total inventory), and Total Orders.

Three cards highlight items needing attention: Boost Applications (active vs. total), Pending Service Requests (turns red when non-zero), and New Enquiries (turns amber when non-zero). Click any card to navigate directly to that section.

The bottom section shows the 5 most recent orders and service requests with urgency and date. Quick Actions render only the buttons relevant to your role — click them to navigate and immediately open the relevant form.

Click Add Company in the top-right. Fill in the company name (English and BM), registration number, business nature, price, listing category, company type, and status. For Pre-Approved Name listings, also select the company type (Active or Dormant).

Click the pencil icon on any company row to edit its details. Click the trash icon to delete. Deleting a company is permanent — ensure no client has an active reservation before deleting.

Use Export CSV to download the full inventory as a spreadsheet. Use Import CSV to bulk-upload companies — the CSV must use the correct column headers. Download the export first to see the expected format.

Use the filter pills (All, Available, Reserved, Sold, Active, Dormant) to narrow the list. The search bar filters by company name or registration number in real-time.

Clients submit name reservation requests from their portal. Each pending request shows the client name, requested company name, submission date, and any notes. Review the name for SSM viability before approving.

Click Approve to open the approval modal. Set the reservation duration (default 30 days). The client receives an in-portal notification and email confirming the approved name and expiry date.

Click Reject and provide a reason. The client is notified of the rejection and the reason, so they can resubmit with an alternative name if needed.

Use Send List to email the client a curated list of available shelf companies matching their needs. Add a personalised message in the modal before sending.

All incoming client service requests appear here. Filter by status (New, In Progress, Quoted, Completed) or search by client name / reference. The urgency column (🔴 High, Normal, Low) helps prioritise the queue.

Click any row to open the request detail. Provide a reply message and/or a quoted amount, then click Send Reply. The client receives a portal notification and can view the reply in My Requests. The reply status updates automatically.

Change the request status using the dropdown in the detail modal: New → In Progress → Quoted → Completed. Status updates are reflected immediately in the client portal. Use Completed only when the service has been fully delivered.

Click + New Application. Choose an existing client from the dropdown or create a new client account (a temporary password is auto-generated and shown to you — share it with the client). Fill in merchant details, PIC info, and use Application Settings to set the starting stage if needed.

Each application progresses through 6 stages:
Stage 1 — Client fills in merchant & PIC info.
Stage 2 — Client downloads all required forms.
Stage 3 — Client uploads documents; admin verifies each one.
Stage 4 — Boost sends NDA via DocuSign; mark Done when signed.
Stage 5 — Technical integration; mark Done when verified.
Stage 6 — Application completes automatically when Stage 5 is marked Done.

Open an application and scroll to the Stage 3 document grid. Click ✓ Verify on each uploaded document after reviewing it. Verified documents cannot be deleted by the client. Once all documents are verified you can advance the stage.

Use the stage dropdown in the View panel to manually set any stage, or use the Mark as Done → quick button on Stage 4 and Stage 5 cards. Advancing to Stage 6 automatically marks the application as Completed and notifies the client.

Two remark fields exist per application: Shared Remark (visible to the client — use for instructions or updates) and Internal Remark (admin-only — for internal notes). Save each separately.

The Users page lists all registered accounts — both clients (customer role) and admin staff. Search by name or email. Filter by role or status to find specific accounts quickly.

Click the role badge on any user row to change their role. Available roles: Super Admin, Admin, Boost Manager, Shelf Manager, Viewer, Customer. Role changes take effect immediately on next login.

Toggle the status button to disable a client or admin account. Disabled accounts cannot log in but all their data (orders, applications, requests) is preserved. Re-enable at any time to restore access.

Click the Notes button on any client (customer) row to open the CRM notes drawer. Add private internal notes about that client — each note records who wrote it and when. Notes are admin-only and are never visible to the client. Any admin can add or delete notes; they persist indefinitely.

Orders are created when a client checks out. Status flows: Pending (payment awaited) → Paid (set automatically by Boost PG callback). Once paid, the transfer status begins at Processing Documents.

Click the View button on any order row to open the detail modal. It shows client info, payment status, transfer status, all purchased companies with prices, and the full total. Use Print Receipt to generate a printable receipt PDF.

Once an order is paid, a Transfer Documents section appears in the order detail modal. Click + Upload Document to attach transfer documents (PDF, DOC, DOCX, JPG, PNG — max 10 MB each). Clients can download these from their portal under My Orders.

After all transfer documents are uploaded and the SSM update is complete, click Mark Transfer Complete in the order modal. This sets the transfer status to Completed, notifies the client, and enables them to download their documents. This action cannot be undone.

Configure WhatsApp number (shown on the public website), admin email (receives enquiry notifications), company name (appears in emails), and the Boost Manager email (receives new Boost application alerts).

Navigate to Activity Logs from the Operations hub to view the last 100 admin and client actions across the platform — logins, role changes, application stage updates, order payments, and more. Each entry shows the actor, action, entity, and timestamp.

If a new client's temporary password was dismissed without being copied, search Activity Logs for client_created_by_admin — the description includes the temp password in plain text.