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Version
Track the backend release, runtime, and database path for operations and update control.
No version info yet.
Operations Summary
Current backend state, latest snapshot activity, and inferred live account usage.
No summary loaded yet.
Admin Operations Summary
Queue of approvals, inbox follow-up, password reset work, and recent admin-side security activity.
Founder / CEO
CEO Workspace
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
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
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
Finance Focus
Wallet: load by customer ID or UID, release holds, credit or debit corrections.
Billing: active seats, canceled subscriptions, invoices, renewal periods.
Controls: wallet holds, invoice records, and subscription corrections.
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.
No discounts loaded yet.
Discount Rules
This role can view discount codes and usage, but cannot create or archive codes.
| Code | Type | Value | Products | Status | Window | Usage | Saved | Actions |
|---|---|---|---|---|---|---|---|---|
| No discounts loaded yet. | ||||||||
Discount Redemptions
| Time | Customer | Code | Product | Provider | Discount | Total | Status | Reference |
|---|---|---|---|---|---|---|---|---|
| No discount redemptions loaded yet. | ||||||||
Referral Settings
Control the account creation referral credit. Credits stay billing-only and cannot be withdrawn.
No referrals loaded yet.
Referral Program
This role can view referral performance, but only finance and full admin roles can change referral conditions.
Program
Loading
Signup Reward
$0.00
Total Referrals
0
Credited
0
Total Credits
$0.00
Referral History
| Signup | Referrer | New Customer | Code | Status | Reward | Reference | Credited |
|---|---|---|---|---|---|---|---|
| No referrals loaded 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
| Product | Payments | Received |
|---|---|---|
| No product revenue yet. | ||
By Provider
| Provider | Payments | Received |
|---|---|---|
| No provider revenue yet. | ||
| Received | Customer | Product | Provider | Qty | Amount | Source |
|---|---|---|---|---|---|---|
| No subscription revenue loaded yet. | ||||||
No subscription revenue loaded yet.
Part-time Legal / Compliance Advisor
Legal & Compliance
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 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
| Stage | Customers | Meaning |
|---|---|---|
| No pipeline data loaded yet. | ||
Leads / Prospects
| Customer | Stage | Contact | Latest | Note | |
|---|---|---|---|---|---|
| No leads loaded yet. | |||||
Customer Lookup
Read-only. Search customers without changing their account records.
| ID | UID | Name | Company | Stage | Subscription | |
|---|---|---|---|---|---|---|
| No customers loaded yet. | ||||||
Subscriptions
Read-only subscription visibility. Sales & Marketing cannot create, cancel, refund, or edit subscriptions here.
| Customer | Product | Plan | Status | Provider | Start | End |
|---|---|---|---|---|---|---|
| No subscriptions loaded yet. | ||||||
Campaign / Source Tracking
Uses source fields when captured. Customers without source data are grouped as Direct / Unknown.
| Source | Signups | Converted | Open |
|---|---|---|---|
| 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.
| Customer | Status | Unread | Latest | Preview | |
|---|---|---|---|---|---|
| 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.
| Time | Customer | Activity | Detail |
|---|---|---|---|
| No sales activity loaded yet. | |||
No data yet.
Dashboard Health
One health view for web processes, bridge API, bridge hosts, EA metrics freshness, and recent operational alert email delivery.
| Process | PM2 | Endpoint | PID | Uptime | Restarts | CPU | Memory | Details |
|---|---|---|---|---|---|---|---|---|
| No process health loaded yet. | ||||||||
No dashboard health loaded yet.
Bridge Hosts
| Host | Status | Accounts | Capacity | Heartbeat | Last Error |
|---|---|---|---|---|---|
| No bridge host health loaded yet. | |||||
Last EA Metrics
| Time | Account | User | Platform | Server | Balance | Equity | Open | Age |
|---|---|---|---|---|---|---|---|---|
| No EA metrics loaded yet. | ||||||||
Last Alert Email
| Time | Status | Type | Recipient | Subject | Result |
|---|---|---|---|---|---|
| No alert email delivery loaded yet. | |||||
Incident Center
One triage screen for active alerts, service logs, bridge hosts, EA metrics, backups, and deployment failures.
No incident data loaded yet.
Active Incidents
| Severity | Area | Issue | Entity | Suggested Action | Open |
|---|---|---|---|---|---|
| No incident data loaded yet. | |||||
Incident Notes
| Time | User | Title | Note |
|---|---|---|---|
| No incident notes yet. | |||
Health Monitor
Only problem accounts are shown here, so you can focus on stale, failing, or disconnected reporting.
| Role | Account | State | Source | Last Seen | Failures | Error |
|---|---|---|---|---|---|---|
| No health report yet. | ||||||
No health report yet.
Bridge Agent 0 stale
Live health for cloud bridge workers, leases, and connected-account churn. Host-level controls are in Bridge Hosts.
| Worker ID | Accounts | Connected | Stale | Lease | Heartbeat | Actions |
|---|---|---|---|---|---|---|
| No bridge worker data yet. | ||||||
No bridge worker data yet.
Bridge Accounts
Inspect bridge state, provision workers, reconnect accounts, reassign hosts, or delete bridge runtime for a single account.
Support can review bridge account status and diagnostics. Runtime changes are limited to bridge operations and full admin roles.
| Account | Platform | Customer UID | Host | Status | Health | Trading | Heartbeat | Last Error | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No bridge accounts yet. | |||||||||
No bridge accounts yet.
Bridge Hosts
Manage bridge VPS labels, capacity, availability, and host-level cleanup signals without going account by account.
| Host | Status | Accounts | Capacity | Settings | Last Error | Actions |
|---|---|---|---|---|---|---|
| No bridge host data yet. | ||||||
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.
| 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. | |||||||
No bridge 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 Job | Status | Started | Completed | Summary |
|---|---|---|---|---|
| No restore drill job queued yet. | ||||
No backup status loaded yet.
Service Logs
Latest PM2 logs for backend, web, bridge API, and watchdog services.
| Service | Status | Lines | Errors/Warnings | Details |
|---|---|---|---|---|
| No service logs loaded yet. | ||||
No service logs loaded yet.
Deployment Readiness
Pre-deploy checks for backend syntax, bridge package drift, remote bridge health, MT5 WebRequest template state, deploy file preview, and latest bridge backup.
No deployment readiness loaded yet.
Readiness Checks
| Check | Status | Duration | Issues |
|---|---|---|---|
| No readiness checks loaded yet. | |||
Bridge Deploy Preview
| Target | Changed Files | Action |
|---|---|---|
| No deploy preview loaded yet. | ||
MT5 Template Readiness
| Platform | Status | WebRequest | Template Files | Notes |
|---|---|---|---|---|
| No template readiness loaded yet. | ||||
Bridge Files
| File | Deploy Path | Status | Size |
|---|---|---|---|
| No bridge file manifest loaded yet. | |||
Deployment Job
| Action | Status | Started | Completed |
|---|---|---|---|
| No deployment job queued yet. | |||
No deployment job output yet.
Deployment History
Rollback source: latest local bridge backup mirror.
No deployment history loaded yet.
Active Deployment
| Action | Status | Started | Warnings |
|---|---|---|---|
| No deployment is running. | |||
Completed Deployments
| Time | Action | Status | User | Readiness | Changed Files | Output |
|---|---|---|---|---|---|---|
| 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. | |||
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. | |||||||||||||||
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. | |||||||||||
No approvals yet.
User Accounts
Canonical customer identities used for admin grouping and account ownership context.
| Customer | 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
| Account | Role | Balance / Equity | Profit | Risk | Relationship | Health | Updated |
|---|---|---|---|---|---|---|---|
| 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.
No customer workspace loaded 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. | |||||||||
No self-hosted account data 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.
No subscriptions loaded yet.
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. | |||||
No wallet loaded yet.
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. | |||||||
No data yet.
Sync Status
Live view of master and slave polling/sending health as seen by the backend.
| Role | Account | State | Status | Source | Last Seen | Sequence | Trades |
|---|---|---|---|---|---|---|---|
| No sync status yet. | |||||||
No sync status yet.
Execution Events
Only recent warning and error events are shown here, grouped by customer for faster troubleshooting.
| Time | Event | Status | Master | Slave | Symbol | Message |
|---|---|---|---|---|---|---|
| No execution events yet. | ||||||
No execution events yet.
Ops History
Unified incident and operations timeline from operational alerts, admin notifications, and audit activity.
| Time | Stream | Level | Event | Context | Status |
|---|---|---|---|---|---|
| No ops history yet. | |||||
No ops history yet.
Operational Alerts
Active and resolved bridge operations alerts for host outages, stale accounts, connect failures, and EA reporting problems.
| Time | User | Severity | Status | Type | Scope | Message | Resolved | Actions |
|---|---|---|---|---|---|---|---|---|
| No operational alerts yet. | ||||||||
No operational alerts yet.
Email Delivery
SMTP delivery audit for admin alerts, account emails, password emails, and email alert channels.
| Time | Status | Type | Recipient | Subject | Reason / Error | Message ID |
|---|---|---|---|---|---|---|
| No email delivery audit yet. | ||||||
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.
No repair action yet.
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
| Action | Status | Target | Result |
|---|---|---|---|
| No repair action yet. | |||
Account Timeline
Chronological account events across bridge activity, EA metrics, alerts, emails, notifications, repairs, and audit logs.
No account timeline loaded yet.
Timeline Events
| Time | Stream | Level | Event | Context | Status |
|---|---|---|---|---|---|
| Load an account timeline to see events. | |||||
Matched Account Records
| Source | Account | User | Platform | Status | Updated |
|---|---|---|---|---|---|
| No account records loaded yet. | |||||
Notifications
Unread is the default view. Use the status filter to switch between read, all, or attention-only notifications.
| Time | User | Level | Title | Message | Source | Read |
|---|---|---|---|---|---|---|
| No notifications yet. | ||||||
No notifications yet.
Alert Channels
Configured admin delivery channels for alert fanout. Alerts still appear in admin even if no external channel is active.
| Name | Type | Target | Status | Last Test | Last Error |
|---|---|---|---|---|---|
| No alert channels yet. | |||||
No alert channels yet.
Analytics
High-level success, error, and symbol activity metrics from recorded execution events.
| Symbol | Events | Volume |
|---|---|---|
| No analytics yet. | ||
No analytics yet.
Security
Change the current user password or revoke all active sessions.
| Session | Created | Expires |
|---|---|---|
| No session data yet. | ||
No session data yet.
Staff Login Manager
Create or update staff dashboard logins. Only the full admin account can save staff usernames and passwords.
| Username | Role | Status | Direct Link | Created | Actions |
|---|---|---|---|---|---|
| No staff users loaded yet. | |||||
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.
| Time | Staff/Admin | Role | Action | Details |
|---|---|---|---|---|
| No staff activity loaded yet. | ||||
No staff activity loaded yet.
Audit Logs
| Time | Actor Type | Actor | Action | Details |
|---|---|---|---|---|
| No data yet. | ||||
No data yet.