Admin Workspace
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Version

Track the backend release, runtime, and database path for operations and update control.

Operations Summary

Current backend state, latest snapshot activity, and inferred live account usage.

Admin Operations Summary

Queue of approvals, inbox follow-up, password reset work, and recent admin-side security activity.
Founder / CEO

CEO Workspace

Full company control, final approvals, revenue, risk, operations, and audit visibility.

Approval Focus

Finance: subscription revenue, wallet corrections, refund credits.
Operations: bridge uptime, deployment readiness, unresolved incidents.
Governance: audit logs, security sessions, legal policy updates.
Developer / Bridge Operations Engineer

Dev & Bridge Ops Workspace

Bridge VPS operations, worker runtime, EA packages, deployments, repairs, and incident recovery.

Operating Focus

Provisioning: new bridge accounts, host capacity, MT4/MT5 template health.
Stability: stale metrics, worker reconnect loops, WebRequest failures.
Release: deployment readiness, backup status, post-deploy verification.
Customer Support Agent

Customer Support Workspace

Customer lookup, account status checks, dashboard help, messages, and support follow-up.

Support Focus

Customer state: login, subscription, bridge account, self-hosted account.
Account state: processing, connected, invalid login, EA health, trading status.
Follow-up: customer messages, notification history, account timelines.
Finance / Admin

Finance/Admin Workspace

Subscriptions, wallet balances, invoices, held transactions, credits, debits, and payment review.

Finance Focus

Wallet: load by customer ID or UID, release holds, credit or debit corrections.
Billing: active seats, canceled subscriptions, invoices, renewal periods.
Records: monthly budget, expense categories, vendor notes, and spending review.

Product Pricing

Change checkout prices for subscription products from one place. The dashboard, checkout, and homepage pricing use these values after save.
Choose a billing product to edit its checkout price.

Current Product Prices

This role can view product pricing, but only finance and full admin roles can change prices.
ProductBillingDefaultCurrentSourceUpdated ByUpdatedNoteActions
No product pricing loaded yet.

Discount Manager

Create coupon codes for wallet and cryptocurrency checkout. Sales & Marketing can view codes, but only finance and full admin roles can change them.
Creating New Discount

Discount Rules

This role can view discount codes and usage, but cannot create or archive codes.
CodeTypeValueProductsStatusWindowUsageSavedActions
No discounts loaded yet.

Discount Redemptions

TimeCustomerCodeProductProviderDiscountTotalStatusReference
No discount redemptions loaded yet.

Referral Settings

Control referral messaging. Signup rewards are $5 billing-only website wallet credits; subscription rewards are 10% cash commission for 1 year.
Referral settings have not loaded yet.

Referral Program

This role can view referral performance, but only finance and full admin roles can change referral conditions.
Program
Loading
Signup Billing Credit
$5.00
Total Referrals
0
Credited
0
Referred Subscribers
0
Subscription Revenue
$0.00
Cash Commission
$0.00

Referral History

SignupReferrerNew CustomerCodeStatusRewardSub PaymentsSub RevenueReferenceCredited
No referrals loaded yet.

Referral Cash Withdrawals

Review requested referral cash payouts. Website wallet payouts are credited when marked paid; crypto payouts are paid manually after review.
RequestedCustomerAmountMethodDetailsStatusPayment RefAdmin NoteAction
No referral cash withdrawal requests yet.

Subscription Revenue

Received subscription payments grouped by month, provider, and product.
Total Received
$0.00
This Month
$0.00
This Year
$0.00
Payments
0
Revenue graph has not loaded yet.

By Product

ProductPaymentsReceived
No product revenue yet.

By Provider

ProviderPaymentsReceived
No provider revenue yet.
ReceivedCustomerProductProviderQtyAmountSource
No subscription revenue loaded yet.

Budget and Expenses

Monthly budget and expense records for finance review.
No budget loaded yet.
Budget
$0.00
Planned
$0.00
Unallocated
$0.00
Spent
$0.00
Remaining
$0.00
Expenses
0

Budget Entry

Plan how this month's budget is intended to be spent before expenses are recorded.
New Budget Entry

Budget Breakdown

CategoryPlannedDescriptionRecorded ByActions
No budget plan recorded for this month.

Expense Entry

Record hosting, VPS, domains, ads, staff, software, payment fees, and other company expenses.
New Expense

Category Breakdown

CategoryExpensesSpent
No category spending yet.

Expense Records

SpentCategoryVendorDescriptionAmountMethodRecorded ByActions
No expenses recorded for this month.

General Finance Table

Automatic monthly report from subscription revenue, budget plan, and recorded expenses.
No general finance table loaded yet.
MonthRevenueBudgetPlannedUnallocatedSpentRemainingHostingVPSDomainAdsStaffSoftwarePayment FeeLegalGeneralProfit
Choose a date range and load the general finance table.
Part-time Legal / Compliance Advisor

Legal & Compliance

Policies, billing terms, privacy commitments, audit visibility, and data-request review.

Compliance Focus

Policy: terms, privacy, cookies, billing, limited use of user data.
Evidence: audit logs, customer messages, email delivery, admin actions.
Review: data access requests, billing disputes, account deletion records.
Sales & Marketing Manager

Sales & Marketing Workspace

Sales, marketing, customer growth, conversion review, and campaign reporting.

Sales & Marketing Focus

Focus: customer growth, conversion review, campaign reporting, and support-safe sales follow-up.
Read-only: this role can review customer, subscription, message, revenue, and analytics data without changing billing or account records.
Sidebar sections: use Sales Overview, Pipeline, Leads, Customers, Subscriptions, Campaigns, Follow-Ups, Inbox, Materials, and Activity Log for the actual tools.

Sales Overview

Read-only growth summary from customers, subscriptions, messages, and analytics.
Status
No data loaded yet.

Sales Pipeline

StageCustomersMeaning
No pipeline data loaded yet.

Leads / Prospects

CustomerEmailStageContactLatestNote
No leads loaded yet.

Customer Lookup

Read-only. Search customers without changing their account records.
IDUIDNameEmailCompanyStageSubscription
No customers loaded yet.

Subscriptions

Read-only subscription visibility. Sales & Marketing cannot create, cancel, refund, or edit subscriptions here.
CustomerProductPlanStatusProviderStartEnd
No subscriptions loaded yet.

Campaign / Source Tracking

Uses source fields when captured. Customers without source data are grouped as Direct / Unknown.
SourceSignupsConvertedOpen
No source data loaded yet.

Follow-Up Tasks

No follow-up data loaded yet.

Sales Inbox

Read-only customer message threads for sales follow-up. Replies remain with Support/Admin.
CustomerEmailStatusUnreadLatestPreview
No message threads loaded yet.

Marketing Materials

Pricing: Monthly account access is $10 per account. Annual account access is $100 per account.
Product: Cloud Copier connects customer trading accounts and tracks account status, trading status, and copier activity.
Customer links: Home page, pricing, FAQ, Terms of Use, Privacy Policy, Cookies Policy, Billing Policy, and Limited Use of User Data.
Positioning: Use the same support-safe language shown on the website. Do not promise returns or guaranteed trading results.

Sales Notes / Activity Log

Read-only activity derived from customer message threads until dedicated sales note capture is added.
TimeCustomerActivityDetail
No sales activity loaded yet.

Dashboard Health

One health view for web processes, bridge API, bridge hosts, EA metrics freshness, and recent operational alert email delivery.
ProcessPM2EndpointPIDUptimeRestartsCPUMemoryDetails
No process health loaded yet.

Bridge Hosts

HostStatusAccountsCapacityHeartbeatLast Error
No bridge host health loaded yet.

Last EA Metrics

TimeAccountUserPlatformServerBalanceEquityOpenAge
No EA metrics loaded yet.

Last Alert Email

TimeStatusTypeRecipientSubjectResult
No alert email delivery loaded yet.

Bridge Data Update

Bridge Host, Bridge EA, Dedicated Agent, and Dedicated EA update state with VPS-reported and backend-expected fingerprints.
Update Type Host / VPS Scope Customer VPS Status EA Status Versions Fingerprints Backend Match Last Update Heartbeat Error Manual Update
No bridge data update records loaded yet.

Incident Center

One triage screen for active alerts, service logs, bridge hosts, EA metrics, backups, and deployment failures.

Active Incidents

SeverityAreaIssueEntitySuggested ActionOpen
No incident data loaded yet.

Incident Notes

TimeUserTitleNote
No incident notes yet.

Bridge Accounts

Account Platform Customer UID Host Status Health Trading Heartbeat Last Error Actions
No bridge accounts yet.

Bridge Hosts

Manage bridge VPS labels, capacity, availability, and host-level cleanup signals without going account by account.
Download Latest Setup File
No setup code generated yet.
Host Status Accounts Capacity Settings Last Error Actions
No bridge host data yet.

Bridge Seed Inventory

Template and broker-seed health for MT4 and MT5, including EA hash visibility, seed metadata, and archive/stale hints.
No broker harvest job has run yet.
Platform Template Path Status EA BridgeEA Updated Notes Actions
No bridge template inventory yet.
Platform Server Status Coverage Source Captured Notes Actions
No broker seed inventory yet.

Backup Status

Track the latest backend and bridge backups, restore drills, boot-drill health, and Google Drive mirror status in one place.
Target Latest Backup Latest Restore Drill Latest Boot Drill Storage Status Notes
No backup status loaded yet.
Restore Drill JobStatusStartedCompletedSummary
No restore drill job queued yet.

Service Logs

Latest PM2 logs for backend, web, bridge API, and watchdog services.
ServiceStatusLinesErrors/WarningsDetails
No service logs loaded yet.

Deployment Readiness

Checks now focus on backend syntax, bridge package drift, MT5 WebRequest template state, deploy package preview, and latest bridge backup.

Readiness Checks

CheckStatusDurationIssues
No readiness checks loaded yet.

Bridge Deploy Preview

TargetChanged FilesAction
No deploy preview loaded yet.

MT5 Template Readiness

PlatformStatusWebRequestTemplate FilesNotes
No template readiness loaded yet.

Bridge Files

FileDeploy PathStatusSize
No bridge file manifest loaded yet.

Deployment Job

ActionStatusStartedCompleted
No deployment job queued yet.

Deployment History

Rollback source: latest local bridge backup mirror.

Active Deployment

ActionStatusStartedWarnings
No deployment is running.

Completed Deployments

TimeActionStatusUserReadinessChanged FilesOutput
No deployment history loaded yet.

User Dashboard Tester

Test portal/customer flows directly from admin. You can sign in as a customer, open the dashboard, and validate all user features from here.
No customer test session set.

Embedded Dashboard

This uses `/dashboard` directly so you can validate the same experience your users see. Stripe checkout and billing portal flows now open in a new tab. Use `Open In New Tab` when testing payments end to end.

Detected Account Summary

Quick view of which account numbers the backend is currently seeing. Full broker, balance, and margin details stay in Live Account Metrics.
Account Number Current Role Source Count Last Seen
No connected accounts yet.

Live Account Metrics

Primary place for full MT5 account information including balance, equity, free margin, margin level, leverage, broker, and server.
Account Role Broker Server Name Currency Balance Equity Free Margin Margin Margin Level Profit Leverage Positions Orders Updated
No account metrics yet.

Master Approvals

Pending and active approvals stay visible by default, so this section stays focused on current access control work.
This staff role can review approvals, but approval changes are limited to finance and full admin roles.
Detected Master Status Last Seen Actions
No detected master accounts yet.
Reminder Account Customer Expires Time Left
No approval reminders right now.
Select ID Product Customer Plan Account Master Name Role Status Expires Note Action
No approvals yet.

User Accounts

Canonical customer identities used for admin grouping and account ownership context.
Customer Email Company Status Portal Access Reason
No user accounts yet.

Customer Workspace

Support view for one customer at a time, including portal identity, account analysis, approvals, copier relationships, and recent workspace activity.
Customer
Select or search for a customer.
Tracked Accounts
0
Saved customer accounts
Total Masters
0
0 masters / 0 slaves
Total Slaves
0
Slave-side registered accounts
Active Masters
0
0 active masters / 0 active slaves
Active Slaves
0
Currently running slave accounts
Reporting Live
0
Accounts reporting into backend
Total Balance
0
Tracked account balance
Total Equity
0
0.00 equity change
Total Gain
0
0.00% from first tracked balance
Daily Gain
0
Weekly 0.00
Monthly Gain
0
Profit factor 0.00
Floating P/L
0
Risk overview pending
Realized Profit
0
0.0% win rate
Closed Trades
0
0 wins / 0 losses
Best / Worst Day
0
0
Open Positions
0
0 total exposure items
Open Orders
0
Pending market activity
Health Update
No updates yet
No updates yet
AccountRoleBalance / EquityProfitRiskRelationshipHealthUpdated
Select a customer to load account analysis.

Select A Customer

Choose a customer above to view the same account analysis available in the user portal.

Customer Workspace

Search a user ID to load subscriptions, approvals, copier links, notifications, and saved accounts.

Dedicated Hosting VPS

Customer-owned Dedicated Self Hosting VPS connections, heartbeat status, and setup metadata.
Customer VPS Setup Heartbeat Agent Last Heartbeat Updated Actions
No dedicated hosting VPS data yet.

Self-Hosted Accounts

Dedicated watchlist for accounts saved through the self-hosted EA flow, with customer ownership, saved role, and latest reporting state in one place.
Account Role EA Access Health Trading Saved Status Broker / Server Sources Last Seen Actions
No self-hosted accounts yet.

Subscription Manager

Manage portal billing access directly from admin. Use this page for monthly account seats, annual account seats, dedicated VPS/IP seats, and the one-time self-hosted EA purchase.

Wallet & Billing Adjustments

Load a customer wallet, add admin credit, debit wallet balance, or release pending wallet holds after a canceled checkout.
Wallet Balance
$0.00
Held Amount
$0.00
Date Type Status Amount Balance After Description
Load a customer wallet to see transactions.

Subscriptions

Search and edit all subscription records from one place. Use Edit to load any row back into the form above.
This staff role can review subscription status, invoices, and account coverage. Billing changes are limited to finance and full admin roles.
ID Customer Product Plan Status Starts Expires Seats Provider Renewal Note Actions
No subscriptions loaded yet.

Snapshots

Snapshot Ticket Symbol Type Volume Price SL TP
No snapshot data yet.

Sync Status

Live view of master and slave polling/sending health as seen by the backend.
RoleAccountStateStatusSourceLast SeenSequenceTrades
No sync status yet.

Execution Events

Only recent warning and error events are shown here, grouped by customer for faster troubleshooting.
TimeEventStatusMasterSlaveSymbolMessage
No execution events yet.

Ops History

Unified incident and operations timeline from operational alerts, admin notifications, and audit activity.
TimeStreamLevelEventContextStatus
No ops history yet.

Broadcast

Send customer email announcements to a selected audience. Send a test first, then type SEND before sending a live broadcast.

Email Message

Audience Preview

No recipients loaded.
UserNameEmailVerifiedPortal ActivePaid Active
Preview an audience to load recipients.

Operational Alerts

Active and resolved bridge operations alerts for host outages, stale accounts, connect failures, and EA reporting problems.
TimeUserSeverityStatusTypeScopeMessageResolvedActions
No operational alerts yet.

Email Delivery

SMTP delivery audit for admin alerts, account emails, password emails, and email alert channels.
TimeStatusTypeRecipientSubjectReason / ErrorMessage ID
No email delivery audit yet.

Repair Center

Controlled admin repair actions for services, bridge workers, and operational alert checks. Every repair action is written to audit logs.

Service Restart

Restart only the allowlisted backend, web, or bridge API PM2 service.

Bridge Worker Restart

Restart or start the PM2 bridge worker for one bridge-managed account.

Operational Alert Repair

Force a fresh alert check or resend currently active alert emails through the same production email path.

Recent Repair Result

ActionStatusTargetResult
No repair action yet.

Account Timeline

Chronological account events across bridge activity, EA metrics, alerts, emails, notifications, repairs, and audit logs.

Timeline Events

TimeStreamLevelEventContextStatus
Load an account timeline to see events.

Matched Account Records

SourceAccountUserPlatformStatusUpdated
No account records loaded yet.

Notifications

Unread is the default view. Use the status filter to switch between read, all, or attention-only notifications.
TimeUserLevelTitleMessageSourceRead
No notifications yet.
Latest notifications

Alert Channels

Configured admin delivery channels for alert fanout. Alerts still appear in admin even if no external channel is active.
NameTypeTargetStatusLast TestLast Error
No alert channels yet.

Analytics

High-level success, error, and symbol activity metrics from recorded execution events.
SymbolEventsVolume
No analytics yet.

Security

Change the current user password or revoke all active sessions.
SessionCreatedExpires
No session data yet.

Staff Login Manager

Create or update staff dashboard logins. Only the full admin account can save staff usernames and passwords.
UsernameRoleStatusDirect LinkCreatedActions
No staff users loaded yet.

Cleanup Tools

Remove stale sync records or clean one unwanted account number’s leftover traces from the backend.
No cleanup actions yet.

Staff Activity

Full-admin record of staff and admin actions, including who acted, their role, what changed, and the logged details.
TimeStaff/AdminRoleActionDetails
No staff activity loaded yet.

Audit Logs

TimeActor TypeActorActionDetails
No data yet.

Information