Support Admin — ERP Online Hub

👥 User Management

All clients, consultants and ERP managers — block, note, and manage

User

Contact / Location

Role

Status

Last Login

IP Address

Actions

👥

Select a role or search to load users

Dashboard

Live Support & Consultant overview

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Total Tickets

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Awaiting Assignment

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Confirmed

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Completed

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Consultant Applications

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Active Consultants

🔴 Tickets Needing Action

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🕐 Pending Applications

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Support Tickets

0 tickets total

Ticket	Company	ERP System	Priority	Preferred Date	Project	Status	Payment
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Consultants

0 consultants

Name	ERP Expertise	Experience	Hourly Rate	Country	Status	Applied
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ERP Pricing

Set discovery meeting fees and Stripe Price IDs per ERP system

ERP System Fee CCY Stripe Price ID Active

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⚠️ Task Reports

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📋 Task Activity Log

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Settings

Configure Live Support platform settings, email notifications, and form fields

Meeting Platforms

Choose which platforms customers can request and admin can assign

🟣

Daily.co RECOMMENDED

Embedded EOH Meeting Room — auto-generated, 10K free min/month

⚡

LiveKit API

Embedded EOH Meeting Room — scalable, 5K free min/month

💬

Jitsi Meet

Free, no account needed, auto-generated links

🎥

Google Meet

Requires Google OAuth credentials below

📹

Zoom

Requires Zoom Pro plan and API credentials below

🟠

Zoho Meeting API

Auto-generates meeting rooms via Zoho Meeting API — OAuth required

Default Platform

API Credentials (optional)

🟣 Daily.co API

Daily.co API Key

Setup: Sign up at dashboard.daily.co → Developers → API Keys → Create key. Free tier: 10,000 participant-minutes/month.

⚡ LiveKit Cloud API

LiveKit API Key

LiveKit API Secret

LiveKit WebSocket URL

Setup: Sign up at cloud.livekit.io → Create project → Settings → Copy API Key, Secret, and WebSocket URL. Free tier: 5,000 minutes/month.

Zoom API Key

Google Meet Client ID

🟠 Zoho Meeting API

Zoho Client ID

Zoho Client Secret

Zoho Refresh Token

Zoho Meeting Host Key (optional fallback)

How to get Zoho OAuth tokens:
1. Go to api-console.zoho.com → Self Client
2. Scope: ZohoMeeting.meeting.CREATE,ZohoMeeting.meeting.READ
3. Generate code → Exchange for refresh token
4. Paste Client ID, Client Secret, and Refresh Token above

Support Configuration

Admin Notification Email

Consultant Cancellation Window (hours)

Chat Email Notifications — Daily Limit per User In-app bell always notifies. Email is sent only for the first N chat messages per user per day.

emails/day (0 = no emails, blank = 3)

🔒 Project Tab Locking

Select which project tabs are locked until the client has a paid & confirmed ticket. Overview is always visible.

🤖 AI Provider Keys

Update API keys from here without redeploying. Saved keys override Vercel env vars.

Anthropic API Key (Claude — CV extraction, AI documents)

Google Gemini API Key (Fallback — free at aistudio.google.com/app/apikey)

🌍 Timezone Calculator

Convert a meeting date & time across multiple timezones instantly

Date

Time

Source Timezone

Quick:

Select a date, time and source timezone above to see conversions

🎫 Ticket Form Settings

Control what clients see and can do when creating a support ticket

📢 Note shown to clients at top of ticket form

Displayed as a yellow info box above the ticket wizard.

📅 Minimum days before preferred meeting date

Clients cannot pick a date sooner than this many days from today.

📦 Max modules per ticket

Maximum number of modules a client can select per ticket.

📋 Available modules list (comma-separated)

Leave empty to let clients type freely. When filled, clients pick from a dropdown (max applies).

Allow "Pay Later" option

Let clients submit ticket now and pay the discovery fee later

🗑 Deleted ERP Connections

Connections deleted by clients — can be restored

Connection	Project	Server / User	Deleted By	Deleted At	Actions
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📋 Signup Field Configuration

Control which fields are shown and required on the signup form for each role

🏢 Client Signup Fields

Shown to clients creating an account

🧑 Consultant & Manager Fields

Shown to consultants and ERP managers

W2 / Tax Reports

Full IRS/W2 data for all approved consultants — decrypted for authorized admin access only

🔒 Sensitive data. This page contains full SSNs and bank account numbers. Do not share or screenshot this page. All access is logged.

Tax Year

Stripe Transfers

Send payments directly to consultant accounts via Stripe

New Transfer

Consultant

Amount (USD)

Currency

Description / Reference

Consultants without a Stripe account will receive a manual payout notification.

Payroll Summary

From

To

Total Paid Out —

Total Transactions —

📧 Email Templates

Edit email content, subject lines, and enable/disable each template. Use placeholders.

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✉️ Sender Settings

Configure SMTP credentials and sender identity for all EOH emails

🔧 SMTP Configuration

SMTP Host

Port

Secure (TLS)

SMTP Username

SMTP Password

🪪 Sender Identity

From Name

Shown as sender name in all emails

From Email

Must match SMTP username or be authorized

Reply-To Email

Where customer replies go

🧪 Send Test Email

🧭 Site Header

Manage navigation links, portal dropdown, and CTA buttons

🖼️ Logo

Logo Image URL

Alt Text

Logo Link (href)

Navigation Links

Show/hide and rename each nav item

Custom Links

Add extra menu items (e.g. Blog, FAQ, Pricing)

Header Buttons

Show Portals Button

Button Label

Show Sign In Button

Label

URL

Show Get Started Button

Label

URL

Portal Dropdown Items

🌐 Site Footer

Manage the footer that appears on all EOH public pages

🏷️ Branding

Logo Text

Tagline

Mission Title

Mission Text

📞 Contact Info

Support Email

Website

Location

Business Hours

📜 Copyright

Copyright Line

📋 Footer Columns (max 2)

⚖️ Legal Links

📅 Meetings

All discovery meetings (tickets) and project meetings

💳 Consultant Payments

All wallet transactions across consultants

💰 Financial

Approve logged hours and manage consultant/ERPM compensation

📢 Broadcasts & Assignments

Manage meeting requests, compare candidates, track assignments

Needs action only

🏦 Banking & Identity Report

Track banking completion status for all consultants — required before Stripe transfers

🔁 Transfer & Transactions

Track all wallet credits, transfers, and payments with reference numbers

Security Audit Log

All sensitive actions are recorded here — W2 access, transfers, logins, ID uploads

Timestamp	Action	Actor	IP Address	Details
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💼 Job Openings

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ERP Projects

All client projects across the system

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ERP Users

Clients and ERP Managers registered via the portal

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Invoices & Payments

Project invoices and discovery fee payments

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Discovery Revenue

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Invoice Revenue

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Invoices Pending

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Invoices Paid

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🔑 Permissions & Limits

Control what each user role can do on the platform

⚙️ ERP Manager

Default permissions for all ERP Managers

🧑‍💻 Consultant

Default permissions for all Consultants

📊 Platform Limits

Max Tasks per Project

Max Consultants per Project

Max File Size (MB)

Max Files per Project

AI Docs per Month (per user)

Project Chat History (days)

🔔 Notification Limits

Control how many emails users receive from chat and how far back notifications are shown. Data is never deleted — only the display window changes.

Chat Email Notifications / User / Project / Day

Max emails sent per recipient per project per day for chat messages. Set to 0 to disable chat emails entirely. Bell & dashboard notifications are always unlimited.

Notification Retention Window (days)

How many days of notifications appear in the bell and dashboard feed. Older notifications stay in the database — just hidden from the UI.

🔗 Assignment Rules

Control who can be assigned to projects

Require consultant approval before project assignment

Consultants must be admin-approved before they can be assigned to any project

One ERP Manager per project

Limit each project to a single ERP Manager

Notify users on assignment

Send email and in-app notification when a consultant or manager is assigned to a project

⚖️ User Appeals

Review and respond to account suspension appeals

⚖️

Click Refresh to load appeals

🔌 Supported ERP Systems

Control which ERP systems clients can select when creating tickets

💡 Enabled = shown and selectable | Coming Soon = shown but greyed out (clients see it's in the pipeline) | Hidden = not shown at all

📊 Meetings Report

Full meeting details — search, filter, contact attendees

🕑 From Date

🕑 To Date

Status

ERP System

🔍 Search

📊

Set a date range and click Search to load meetings

💬 Inbox Monitor

All private profile conversations — read-only view

Live

Conversations

Click Refresh to load

Select a conversation to view

🔒 Admin read-only view — conversations are private between participants

🔒 Inbox Controls

Lock or unlock a user's ability to send and receive inbox messages

⚠️

Auto-censor is active. Any email or phone number is automatically replaced with [ *** hidden *** ] and flagged to admin. Lock a user's inbox to block all messaging.

Inbox Participants

Click Refresh to load users

Dashboard

🔴 Tickets Needing Action

🕐 Pending Applications

Support Tickets

Consultants

ERP Pricing

Settings

Meeting Platforms

Support Configuration

🔒 Project Tab Locking

🤖 AI Provider Keys

🌍 Timezone Calculator

🎫 Ticket Form Settings

W2 / Tax Reports

Stripe Transfers

New Transfer

Payroll Summary

📧 Email Templates

✉️ Sender Settings

🔧 SMTP Configuration

🪪 Sender Identity

🧭 Site Header

🌐 Site Footer

Security Audit Log

Customer Details

🗂 Linked Project

Support Request

Meeting Preference

Assign Consultant

Confirm Meeting Details

Assigned Consultants

Change Ticket Status

Send Email

Personal

ERP Expertise

Experience & Education

Rates

Admin Action