Task Statuses

Configure the workflow statuses for tasks across the system

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Priority Levels

Define task priority levels and their visual indicators

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Services

Manage available services that can be assigned to clients

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Account Statuses

Configure lifecycle statuses for client accounts (e.g., Active, Onboarding, Terminated)

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Marketplaces

Configure available marketplace options

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News & Announcements

Manage news items shown on the dashboard

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Team Management

Create and manage teams for task assignment

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Select a team to view and manage members

User Management

Manage team members, roles, and access

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Total Users
0
Admins
0
Employees
0
Client Users

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Client Management

Manage client accounts and services

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Total Clients
0
Active
0
Onboarding
0
Paused

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Client Onboarding

Manage onboarding tasks and track progress

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0
Completed
0
Total Tasks
90
Days Left

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Task Name

Status
Assignee
Due Date
Phase
Days 1-30
Description
No description provided.
Notes
Created
-