Admin Panel

•

Daily Operations

Reports & Payroll

People & Setup

Communication

System

home Dashboard

LIVE

Attendance

🟢 On Site-

✅ Completed-

🔴 Missing-

📋 Expected-

🚩 Flagged

🚨 Can't Make It

✅ Confirmed

⏳ Unconfirmed

business Client Breakdown

radar Today's Live Status

Loading live data...

bolt Quick Actions

👥 Consultant & Client Assignment

Assign consultants and managers to branches and clients

Loading consultant data...

🔔 Notification Management

View and manage push notification settings for all users

User Management

All Users

👑 Admins

🎯 Managers

👔 Consultants

🏢 Clients

Name	Email	Role	Sites	Actions
Loading...

engineering Workers / Candidates

IQX	Name	Phone	Email	Job Role	Sites	person Face	Status	Actions
Loading...

schedule Shift Templates

Define standard working patterns and break rules. Used in the scheduler, client portal requests, and payroll calculations.

Add New Shift Template

🏢 Clients (Companies)

Clients are companies you supply workers to. Set default PPE and rules here - sites inherit these settings.

Company	IQX Code	Contact	Default PPE	Sites	Actions
Loading...

📋 Positions (Deprecated)

🔄

Positions has been replaced by Job Roles

All position data has been migrated to the Job Roles system. Job Roles is now the single source of truth for role definitions, pay rates, and charge rates.

Archived position data is still available via the read-only API at /admin/positions.

apartment Departments

Top-level grouping above Job Roles. Phase 1 - additive. Existing Positions table is untouched.

Order	Name	Slug	Active	Actions
Loading...

work Job Roles

Each client has their own job roles. Roles define pay rates, charge rates, and headcount targets. "Employee" is the default for all workers.

sync_alt IQX Pending Matches

IQX vacancies queued for human review. Sync flags for review only - never auto-creates.

Received	Vacancy #	Vacancy ID	Client	Status	Actions
Loading...

Sites

Client	Site	Location	Payroll Rules	Actions
Loading...

Clock-in Records

Show all events

Worker	Site	Shift	Clock In (Actual / Payroll)	Clock Out (Actual / Payroll)	Hours	Face	Location	Device / IP	Actions
Loading...

flag Flagged Items

Name mismatches, late/early clock-ins and clock-outs

Date Range: to Show Dismissed

All Flagged

person Name Mismatch

🔀 Wrong Site

🔴 Late Clock-in

🟡 Early Clock-in

🔴 Early Clock-out

🟡 Late Clock-out

assignment Activity Log

Who did what, when - complete system activity

0 total entries

0 today

0 showing

When	Who	What	Entity	Details
Loading...

Deleted Items

Soft-deleted items can be restored

Type	Item	Deleted By	Deleted At	Actions
Loading...

analytics Analytics

Loading analytics...

compare Site Comparison

star Worker Reliability

payments Payroll Export

Generate CSV for payroll processing (Sun-Sat week)

calendar_month Select Week

🏢 Client (optional)

location_on Site (optional)

bar_chart

Select a week and click Preview to see payroll data

assignment Client Approval Workflow

Send timesheets for client review and approval

🏢 Client

calendar_month Week

📌 Approval Workflow

Draft - Review and edit clock records in Attendance tab
Send to Client - Client can view and approve via Client Hub
Client Approves - Client signs off, returns to you
Finalize - Your final check, then export for payroll

⭐ Ratings & Feedback

Worker feedback about sites & client ratings of workers

Total Reviews

Avg Rating

With Comments

⭐

Loading feedback...

bar_chart Attendance

View daily attendance by site or weekly attendance by worker

🏢 Client

location_on Site

Attended

Missing

Late

0:00

Total Hours

bar_chart

Select a client and site to view attendance

calendar_month Shift Scheduler

Plan and manage worker shifts by week

🏢 Client

location_on Site

📆 Week

calendar_month

Select a Client and Site to view the schedule

📨 Shift Responses

Worker confirmations and "Can't Make It" responses

Confirmed

Can't Make It

Needs Attention

Total

Status	Worker	Message	Time	Chat	Action
Loading...

🔤 Alias Suggestions

Workers using different name variations (e.g., Mike vs Michael)

⏳ Pending Review

✅ Approved

❌ Rejected

⏳ Pending Review

Used Name	Scheduled Name	Count	Sites	Last Seen	Actions
Loading...

assignment Approved & Rejected History

Used Name	Scheduled Name	Status	Count
No history yet

⚠️ Error Log

All Errors

alarm Last Hour

calendar_month Last 24h

By Type:

By Browser:

Time	Source	Type	Message	Browser	Worker / Site	IP
Loading...

block Failed Clock-in Attempts

🔐 Role Permissions

Toggle which tabs each role can see. Everything is visible by default - just turn off what you want to hide.

Tab	Manager	Consultant

i️ Admins always have access to everything. Changes take effect on next page load for affected users.

💬 Message Inbox

WhatsApp conversations with workers

Loading conversations...

💬

Select a conversation to view messages

edit_note Canned Responses

Loading canned responses...

phone_iphone WhatsApp

Worker communication, automation and message history

⏳

Checking connection...

Period:

—

Messages sent

—

Cost

—

Saved (24h window)

—

Reply rate (14d)

—

Median reply time

bar_chart Daily activity

Teal = free (in-window), amber = paid template, grey line = inbound replies

Loading…

reply Reply rate by client (last 14 days)

Shift reminders only, 24h reply window

Client	Sends	Workers	Replied	Rate
Loading…

description Top templates sent

Loading…

category Triggers

Loading…

mark_email_read Delivery status & failures (last 7 days)

Meta webhook + queue failures combined

—

Sent

—

Delivered

—

Read

—

Undelivered

—

Meta failed

—

Queue failed

Loading…

Undelivered = sent over 30 min ago and Meta hasn't reported delivery (phone off, bad number).
Meta failed = WhatsApp rejected after we sent it (unreachable, invalid, etc.).
Queue failed = our queue worker couldn't send to Meta at all (API down, malformed template).

📤 Send Templates Manually

Send WhatsApp templates to specific workers (for late bookings, changes, etc.)

Send To

Template

👋 Send Welcome Onboarding

Send the welcome guide + clock-in instructions to workers at a specific site. Only workers with phone numbers who haven't received it yet.

Client

Site

Include workers who already received the welcome

✅ Send Follow-Up Check

Follow-up to the welcome message — asks workers to confirm they received the clock-in instructions (YES/HELP buttons)

Client

Site

Include workers who already received the check

history Recent Sends

Click refresh to load history

chat All Message History

Click refresh to load message history

science Quick Test (Your Phone)

Your Phone Number

Quick testing to your own phone number

alarm Automated Messages

These run automatically. Use buttons below to trigger manually for testing.

Or one client only: Leave blank = tomorrow

Re-nudge non-responders: Re-sends tomorrow's reminder to workers who haven't replied to the last send.

📅 Monday shift reminders: Send: shift notifications for next Monday (auto-fires Fridays 6PM). Nudge: re-sends to workers who haven't replied.

Schedule: Shift reminders at 6pm daily | Monday reminders at 6pm Fridays | Missing clock-in checks at 6:30am, 7:30am, 8:30am (Mon-Fri)

new_releases Shift Confirm v2 rollout

New shift reminder template with tappable buttons (I will be there · Can't make it · Call me). Whitelist test phones here; everyone else keeps the current template until we flip to Everyone.

location_on Paired: Whitelisted workers also receive a tappable location pin after the confirmation — opens their sat-nav in one tap. Sites without coords silently skip the pin (text address still works).

Rollout mode: Off Whitelist Everyone

Whitelisted phones:

Loading…

Enter the phone number as you have it in the worker directory. UK numbers auto-normalise to +44 format.

⚡ Fire a test send now

Bypasses the daily dedup list. Picks the worker's next scheduled shift (tomorrow, else today). Both the v2 template and the location pin will queue within ~1 minute.

Test Mode - Send all messages to test number instead of real workers

Test Number All messages will be sent here when test mode is ON

call Branch / On-Call Numbers

Manage contact numbers for Accept branches and client on-call lines. Assign one to each site — the number gets sent in the worker welcome message.

bar_chart Message Queue

Waiting

Processing

Failed

Recipient	Template	Status	Queued	Error	Actions
Click refresh to load messages

Rate limit: 60 messages/second | Worker runs every minute

📋 WhatsApp Flows Testing

Send templates with Flow buttons

Send Shift Offer Flow

Worker

Client

Site

Shift date

Shift time

Pay rate

Send Availability Request

Worker

Expected Shifts

Worker Name	Site	Date	Shift	Actions
Loading...

science Rounding Simulator

Test how payroll rounding rules behave - no real data affected

location_on Select Site

alarm Shift Start

alarm Shift End

schedule Test Time

Type

coffee Break Deduction Rules

Break (min)

If worked > (hrs)

Deduct break if gross hours exceed threshold

science

Add test times or click "bolt Common Scenarios" to get started

backup Backups

Daily automated KV backups stored in Vercel Blob - last 30 days retained

Backup History

settings_backup_restore Restore from Backup

Upload a backup JSON file to restore data. You can restore all collections or select specific ones.

I understand this will overwrite existing data

tablet_mac External Kiosks

monitoring KPI Dashboard

Operational metrics across clients and sites

From: To:

Total Booked

Attended %

No Shows

Sick

Late

Manual

Replacements

Auth. Absence

Name	Booked	Attended	Rate %	No Show	Sick	Auth.	Unauth.	Late	Manual	Rebook
Select a date range and click Load

Name	Email	Role	Last Login	Total	7d	14d	30d
Loading adoption data...

assignment_ind Client Requests

Staff requests from the V3 Client Portal - rebooks & additional staff

Pending

Confirmed

Rebook Groups

Additional Requests

business Filter by Client: schedule History:

Worker Name	IQX	Site	Date	Start	End

Update existing workers

If a worker already exists (matched by IQX or phone), update their site assignment instead of skipping

Name	IQX	Phone	Sites	Role	Email	Gender	DOB	Notes

Worker	Site	Date	Time	Reason

🔐 Two-Factor Authentication

home Dashboard

business Client Breakdown

radar Today's Live Status

bolt Quick Actions

👥 Consultant & Client Assignment

🔔 Notification Management

User Management

engineering Workers / Candidates

schedule Shift Templates

Add New Shift Template

🏢 Clients (Companies)

📋 Positions (Deprecated)

Positions has been replaced by Job Roles

Positions Deprecated

⏰ Shift

💷 Charge Rates (to client)

💰 Pay Rates (to worker)

apartment Departments

work Job Roles

sync_alt IQX Pending Matches

Sites

Clock-in Records

flag Flagged Items

assignment Activity Log

Deleted Items

analytics Analytics

compare Site Comparison

star Worker Reliability

payments Payroll Export

🔧 Rounding Tools

Preview

assignment Client Approval Workflow

Draft

📌 Approval Workflow

⭐ Ratings & Feedback

bar_chart Attendance

calendar_month Shift Scheduler

🟡 Unfilled Positions 0

assignment Copy Shifts

send Send WhatsApp Reminders

alarm Tomorrow's Shift Reminders

notifications_active Nudge Non-Responders

event_upcoming Shift Reminders

⚠️ Missing Clock-ins

👋 Send Onboarding to Worker

📨 Shift Responses

🔤 Alias Suggestions

⏳ Pending Review

⚠️ Error Log

block Failed Clock-in Attempts

🔐 Role Permissions

💬 Message Inbox

edit_note Canned Responses

phone_iphone WhatsApp

bar_chart Daily activity

reply Reply rate by client (last 14 days)

description Top templates sent

category Triggers

mark_email_read Delivery status & failures (last 7 days)

📤 Send Templates Manually

assignment Confirm Recipients

👋 Send Welcome Onboarding

✅ Send Follow-Up Check

history Recent Sends

chat All Message History

science Quick Test (Your Phone)

alarm Automated Messages

new_releases Shift Confirm v2 rollout

call Branch / On-Call Numbers

bar_chart Message Queue

📋 WhatsApp Flows Testing

Send Shift Offer Flow

Send Availability Request

Expected Shifts

science Rounding Simulator

backup Backups

Backup History

settings_backup_restore Restore from Backup