Admin
›
User Accounts
Client Portal Users
| Name | Status | Created |
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Business Portal Users
| Name | Status | Created |
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Admin Users
| Name | Role | Status | Created |
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Permissions
Your Role
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Role Permission Matrix
| Permission | Viewer | Admin | Superadmin |
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Business Role Permission Matrix
Reference only — not yet enforced in the Business Portal.
| Permission | Viewer | Site Manager | Accountant | Manager | Owner |
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Know Your Customer (KYC)
| Name | Phone | Type | Status | KYC | Submitted |
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Know Your Business (KYB)
| Business | ABN | KYB Email | KYB Phone | ACN | Status |
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Businesse(s)
| Name | ABN | Type | KYB | PL Certified | Projects | Licenses | Insurance |
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License(s)
| Business | Type | Number | State | Expiry | Status |
|---|
Insurance(s)
| Business | Type | Policy No. | Insurer | Expiry | Status |
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Project(s)
| Business | Project Name | Contract Value | Pay Method | Created |
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Virtual Bank Account(s)
| Business | Project / Client | Account Name | Account No. | BSB | Bank | Balance | Status |
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Dispute(s)
1
Party Raises a Dispute
2
Respond
3
Resolution Reached
4
No Resolution Reached
5
Escalation to Admin
| Business | Project | Title | Reason | Response | Admin Response | Raised By | Status | Date |
|---|
KPI Metrics
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Live Auditing
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Secure Communications
Select a message or compose a new one
Reconcile
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Alert(s)
| Severity | Title | Message | Type | Business | Project | Date | Status |
|---|
Settings
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Build.app Connection
Connected
Integration enabled
When disabled, all outbound calls to Build.app are blocked and incoming Build.app webhooks are suppressed and logged — no user approvals, KYC submissions, or virtual bank account actions will proceed. Use this as an emergency stop for trust or integrity concerns.
Suppressed event log
Webhook events received while the integration was disabled. Review each entry and mark resolved once manually actioned.
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⠿
Change Password
Update your password
Enter your current password and choose a new one. Minimum 4 characters.
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Transactions
Transaction hold
When enabled, all incoming transactions are held pending manual review in the Live Auditing monitor. An admin must press Release before a transaction can proceed. When disabled, transactions flow through automatically.
Delayed release
Automatically release held transactions after a configured time period. Requires transaction hold to be enabled.
after transaction is created
Monitor poll interval
How often the Transaction Monitor in Live Auditing checks for new data. Takes effect immediately if the monitor is active. Minimum 5 seconds.
PayLocker API ping interval
How often the sidebar connection indicator pings the PayLocker API to confirm it is reachable. Takes effect immediately. Minimum 5 seconds.
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Compliance Reminders
Licenses
Upcoming expiry warning
How many days before a license expires the daily compliance check should warn the business (once, when it first enters this window).
days before expiry
Expired license re-notify interval
Once a license has actually expired, how often to keep re-notifying the business (and admin) until it's renewed.
days between reminders
Insurance
Upcoming expiry warning
How many days before an insurance policy expires the daily compliance check should warn the business (once, when it first enters this window). Configured independently from licenses.
days before expiry
Expired insurance re-notify interval
Once an insurance policy has actually expired, how often to keep re-notifying the business (and admin) until it's renewed. Configured independently from licenses.
days between reminders
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Two-Factor Authentication (2FA)
Enable 2FA
Require users to verify their identity with a second factor when logging in. Enable at least one method below.
Email
Send a one-time verification code to the user's registered email address.
SMS
Send a one-time verification code via SMS to the user's registered mobile number. Requires SMS API to be configured.
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SMS Provider
SMS sending enabled
When disabled, no SMS messages (2FA codes, reminders, etc.) will be sent, even if a provider is configured below.
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Email Provider
Email sending enabled
When disabled, no emails (2FA codes, reminders, receipts, etc.) will be sent, even if a provider is configured below.
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App Version
Current version
The version number displayed across all portals. Stored in the database — updating here takes effect immediately for all users.
Release note
Release history
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