🖥️ Dashboard Complete Guide
📌 About This Guide
This comprehensive guide covers all dashboard features for administrators managing customers, NCD
investments, and approvals.
System Overview
The dashboard is the central management hub for NCD (Non-Convertible Debenture) investments. Here's how the main modules connect:
flowchart TB
subgraph "Core Entities"
C[👥 Customers]
S[📈 NCD Series]
I[💰 Investments]
end
subgraph "Operations"
A[📄 Allotment]
T[🔀 Transfer]
RD[↔️ Redemption]
RO[🔄 Rollover]
end
subgraph "Support"
CH[💬 Chat]
TK[🎫 Tickets]
AP[✅ Approvals]
end
C --> I
S --> I
I --> A
I --> T
I --> RD
I --> RO
A --> AP
T --> AP
RD --> AP
RO --> AP
C --> CH
C --> TK
Login Process
Step-by-Step Login
- Open your browser and navigate to your dashboard URL
- Enter your username (assigned by admin)
- Enter your password
- If TFA is enabled:
- Open Google Authenticator or similar app
- Enter the 6-digit code
- Click Login
sequenceDiagram
participant U as User
participant D as Dashboard
participant S as Server
U->>D: Enter credentials
D->>S: POST /auth/login
S-->>D: TFA required?
alt TFA Enabled
D->>U: Show TFA input
U->>D: Enter 6-digit code
D->>S: POST /auth/login/2fa
end
S-->>D: JWT Token + User info
D->>U: Redirect to Dashboard
🔐 Security Best Practices
- Never share your login credentials
- Enable Two-Factor Authentication (TFA)
- Log out when leaving your workstation
- Report suspicious activity immediately
Dashboard Home
The main dashboard displays key performance indicators:
| Metric | Description | Calculation |
|---|---|---|
| Total AUM | Assets Under Management | Sum of all active investment principals |
| Total Customers | Registered customers | Count of all approved customers |
| Active Investments | Currently active folios | Investments not matured/redeemed |
| Active Series | Open NCD series | Series with status = Active |
| Upcoming Payouts | Next 30 days interest | Sum of scheduled interest payments |
| Pending Approvals | Awaiting action | Count of pending requests |
Navigation Menu
The sidebar contains 18 menu items organized by function:
Core Management
| Menu | Purpose | Key Actions | Permission |
|---|---|---|---|
| 📊 Dashboard | Overview & KPIs | View metrics, drill-down by series | dashboard:view |
| 💳 Customers | Customer management | Add, edit, import, export, delete | customers:view |
| 📈 NCD Series | Investment products | Create series, set rates, manage status | ncd-series:view |
Investment Operations
| Menu | Purpose | Key Actions | Permission |
|---|---|---|---|
| 📄 Allotment | Create investments | Bulk allot to multiple customers | ncd-allotment:view |
| 🔀 Transfer | Move investments | Transfer folio between customers | ncd-transfer:view |
| ↔️ Redemption | Early exit | Process early redemption requests | ncd-redemption:view |
| 🔄 Rollover | Reinvestment | Rollover matured to new series | ncd-rollover:view |
Support & Approvals
| Menu | Purpose | Key Actions | Permission |
|---|---|---|---|
| 💬 Chat Support | Real-time messaging | Reply to customer queries | chat:view |
| 🎫 Support Tickets | Formal tickets | Reply, update status, close | chat:view |
| ✅ Approvals | Request processing | Approve, reject, send back | approvals:view |
Administration
| Menu | Purpose | Key Actions | Permission |
|---|---|---|---|
| 👥 Users | Admin users | Create, edit, assign roles | users:view |
| 🛡️ Roles | Access control | Create roles, assign permissions | roles:view |
| 🌐 Constants | Dropdown values | Manage states, genders, etc. | constants:view |
Settings
| Menu | Purpose | Key Actions | Permission |
|---|---|---|---|
| 🔔 Notifications | Email/SMS setup | Configure SMTP, templates, triggers | settings:view |
| 📱 Mobile App | App configuration | Sections, offers, features | settings:view |
| 📜 Legal Pages | Legal content | Terms, privacy, disclaimers | settings:view |
| 🔒 Security | Security settings | IP whitelist, session timeout, TFA | settings:view |
| 🎨 Interface | Customization | Login page, branding, colors | settings:view |
Typical Workflow
flowchart LR
A[1. Create Customer] --> B[2. Create NCD Series]
B --> C[3. Allot Investment]
C --> D[4. Track Interest]
D --> E{Maturity}
E -->|Rollover| F[5a. Rollover to New Series]
E -->|Redeem| G[5b. Process Redemption]
E -->|Transfer| H[5c. Transfer to Another]
Example: Creating a New Investment
- Verify Customer Exists
- Go to Customers → Search by name/PAN
- If not found, add new customer with KYC documents
- Check Active Series
- Go to NCD Series → Filter by "Active"
- Note the interest rates and tenure
- Create Allotment
- Go to Allotment → Select Series
- Choose customer(s) → Enter amounts
- Set investment date → Submit
- Pending Approval
- Request goes to Approvals queue
- Approver reviews and approves/rejects
- Investment Created
- Folio number generated
- Customer can see in mobile app
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl + K |
Open global search |
Ctrl + N |
New item (context-sensitive) |
Esc |
Close modal/dialog |
? |
Show help |