Dashboard
Recent Activity
View all →- Dr. Eliza Hart signed in · 12 min ago
- Invitation sent to brendan@northbaysurgical.com · 2 hr ago
- Datto backup retention policy reviewed · 6 hr ago
- Marcus Lee enrolled an authenticator · yesterday
- Microsoft 365 secure score updated to 72 · 2 days ago
System Health
All Green- Identity (Entra)Operational
- Microsoft 365Operational
- Apple Business ManagerOperational
- Okta SSOOperational
- Datto BackupReview
- Defender for EndpointOperational
Helpdesk & Service Desk
End-User View CLIENT PORTAL PREVIEW
A faithful preview of the client portal as your end-users will experience it. Sample data is rendered. To impersonate a specific user, choose their name above. All admin controls are hidden in this view.
Activity
| When | Actor | Action | Target | Result |
|---|---|---|---|---|
| 12 min ago | Dr. Eliza Hart | Signed in | Client Portal | Success |
| 2 hr ago | Tremain Mathis | Invitation sent | brendan@northbaysurgical.com | Pending |
| 6 hr ago | System | Policy review | Datto retention | Flagged |
| Yesterday | Marcus Lee | Enrolled authenticator | — | Success |
| 2 days ago | Tremain Mathis | Suspended user | s.mendes@heliosgroup.com | Success |
| 3 days ago | System | Secure Score change | Acme Health M365 tenant | Improved |
Users
Add New User
Fill in the recipient’s details. The form below generates an invitation link they will use to set a password and register an authenticator.
| Name | Organization | Role | MFA | Status | Last Sign-in | |||
|---|---|---|---|---|---|---|---|---|
| Dr. Eliza Hart | e.hart@acmehealth.com | Acme Health Group | Admin | ✓ | Active | 12 min ago | ||
| Marcus Lee | marcus@coastaltelehealth.com | Coastal Telehealth | Member | ✓ | Active | Yesterday | ||
| Priya Raman | p.raman@sterlingfo.com | Sterling Family Office | Member | — | Invited | — | ||
| Brendan Walsh | b.walsh@northbaysurgical.com | North Bay Surgical | Member | — | Invited | — | ||
| Sofia Mendes | s.mendes@heliosgroup.com | Helios Group | Member | — | Suspended | 3 weeks ago |
Groups
Security and distribution groups. Toggle to enable or pause group-based permissions.
| Group | Type | Members | Linked Roles | Enabled |
|---|
Organizations
Multi-tenant organizations. Toggle off to suspend access for all members of an org without deleting it.
| Organization | Industry | Users | Plan | Status | Enabled |
|---|
Applications
SaaS apps available to users via single sign-on. Toggle to enable or pause provisioning.
| Application | Provisioning | SSO | Users | Status | Enabled |
|---|
Integrations
Webhooks, API connections, and outbound feeds. Toggle the switch to enable or pause an integration without removing it.
| Integration | Type | Endpoint | Last Event | Status | Enabled |
|---|
API Keys & Tokens
Personal access tokens and service account credentials. Toggle off to revoke without deleting.
| Name | Prefix | Scopes | Created | Last Used | Expires | Active |
|---|
Security Policies
Conditional access, password, session, and device rules. Toggle to enforce or relax a policy without deleting it. Disabled policies remain in the catalog so you can re-enforce later with one click.
| Policy | Category | Applies To | Mode | Enabled |
|---|
Audit Log
Immutable record of every administrative action. Retained 7 years.
| Timestamp | Actor | Event | Object | IP |
|---|
Invite User
Enter the recipient’s details. They will receive a one-time invitation link and be required to register MFA before access is granted.
Recipient Details
Invitation Preview
Archived Users
Users who have been disabled, archived, or had their access revoked. Restore by clicking the row action menu.
| Name | Organization | Status | Archived Date | Archived By | ||
|---|---|---|---|---|---|---|
| Sofia Mendes | s.mendes@heliosgroup.com | Helios Group | Disabled | Jun 4, 2026 | Tremain Mathis | |
| Robert Chen | r.chen@former-client.com | Former Client Inc. | Archived | May 21, 2026 | Tremain Mathis | |
| James Liu | j.liu@oldorg.com | Old Org | Revoked | Apr 12, 2026 | System |
Roles & Permissions
A six-tier privilege hierarchy modeled on enterprise identity standards (Okta, Microsoft Entra ID, Google Cloud IAM). Each role bundles a set of permissions; disabling a role revokes access for every user assigned to it. System roles (🔒) cannot be deleted but can be duplicated as a starting point for a custom role.
Super Administrator. Holds the wildcard * permission across every organization and surface.
Org Admin, Security Admin, User Admin, App Admin, Help Desk, Billing. Each owns a domain; none can elevate themselves.
Compliance Auditor, Read-Only Admin, Service Desk Viewer. No write access; designed for audit, executives, and tier-1 reference.
Create New Role
| Role | Permissions | Members | Status |
|---|
Branding
Customize how the portal appears to your clients.
Logo
Accent Color
Current palette: gold · deep black · cream