MOD-ADM · Admin backoffice

Run the whole platform from one console.

Support, compliance, finance and operations work in one backoffice: every customer, transaction and case on one screen, with permissions per role and an audit log of every action.

  • 10connectors
  • 6platforms run it
  • +1your own, too
  1. 01 · The job

    Every team, one source of truth.

    Agents find a customer in seconds and see their accounts, cards, trades and cases together. Compliance reviews alerts, finance closes the day, and managers change fees, limits and content without a developer.

    • A full view of every customer
    • Transaction and case search
    • Fees, limits and product settings
    • Roles and permissions per team
    • Two-person approval for sensitive actions
    • An audit log of every action
  2. 02 · The connectors

    Your team's tools, connected.

    Staff sign in with your company's single sign-on, support tickets link to customers, and data flows to the analytics tools your teams already use.

    Staff sign-in

    • Okta
    • Microsoft Entra ID
    • Google Workspace
    • Keycloak

    Support desk

    • Zendesk
    • Intercom
    • Freshdesk

    Analytics

    • BigQuery
    • Snowflake
    • Metabase
  3. 03 · Your own

    Shaped around your teams.

    Roles, permissions and approval steps match how your organisation works, and new screens are built from the same components.

    In-house, or a provider you already use
    • Your roles and approval steps
    • Your branding
    • Your own screens

In production

Running in these platforms.

Questions

Asked about this module.

Can we limit what each agent sees?

Yes. Permissions are set per role, down to single actions and fields, and sensitive actions can require a second person's approval.

Is every change logged?

Every action in the backoffice is recorded with who did it, when and from where, and the log cannot be edited.

Same family

The whole library

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