Dashboard - Welcome
Monitor collections, receivables and database-backed referral activity.
Dashboard AnnouncementsLatest Administrator notices
Up to date
No active announcements.
Recent Payments
Latest collections received.
No payments yet.
Overdue Attention
Invoices currently past due.
No overdue invoices. Nice work.
Platform Status
Live high-level platform health from the latest System Health audit.
Checking platform status…
Dashboard Announcements
Latest notices from your Administrator.
No current announcements. You're all caught up.
System Status
Administrator technical viewCurrent Build
v32.9.3The database-first platform includes global System Identity controls, System Health, reporting, secure backups, branded notifications and protected business records.
Currentv32.9.3 — Admin Impersonation & Support Access
BaselineDatabase-first production foundation
Invoice Status
Calculated from payments and due datesLoading Invoice status…
Recent Activity
Your latest account and business activity.
No recent activity.
Top Referral Partners
Top 5 Partners ranked by total non-Void invoiced amount.
| Partner | Referrals | Invoiced | Outstanding |
|---|---|---|---|
| No Partner activity yet. | |||
Reporting & Receivables Analytics
Understand referral performance, partner activity, invoicing, collections and outstanding receivables.
Monthly Performance
Referral fees, invoiced revenue and payments received.
Receivables Aging
Current unpaid balances by days past due.
Referral Status
PipelineInvoice Status
BillingPayment Methods
Collections| Partner | Referrals | Job Value | Referral Fees | Invoiced | Collected | Outstanding | Avg Referral |
|---|
| Referral | Partner | Client / Job | Fee |
|---|
| Invoice | Partner | Due Date | Balance | Days Overdue | Status |
|---|
| Payment | Invoice | Partner | Date | Amount | Method |
|---|
Choose Palette
Preset and custom themes
ACTIVE THEME
EZ Platform
Dashboard, forms, buttons and invoices update together.
ActiveSecondary
Branding Colors & Typography
Manage custom brand colors and system typography together. Changes preview live and save securely to your account.
Saved
Custom Branding Colors
Pick colors visually or paste/type 6-digit HEX values.
Typography Management
Separate headings from paragraph/interface styles.
Headings
Paragraph & Interface
Live Preview
Your changes preview immediately across the current interface. They are saved only when you click Save All Changes above or Save Branding & Payment Instructions below. Both use the same complete save action.
Agent / Company Information
Information used on your invoices and PDF snapshots.
Invoice Defaults
Set the defaults automatically applied to future invoices.
Payment Instructions
Create the formatted payment instructions shown on future invoices.
Logo
Used on invoices and Invoice PDFs.
EZ
Current Logo
Your protected uploaded logo appears here.
Partner Types0
Categories0
Directory ModelAdmin Curated
Your desired category is not listed below?
No problem — submit your category and our support team will approve it after review.
| Partner Type | Category | Search Terms | Best Phase(s) | Why It Matters | Actions |
|---|
Community-suggested categories show who originally suggested them when you hover or focus the info icon.
Category Requests
Review Agent-submitted category requests before publishing them to the shared directory.
| Requested Category | Submitted By | Submitted | Why It Matters | Status | Notification | Actions |
|---|
Total Partners0
Active Partners0
Referrals0
Outstanding$0.00
Dedicated Partner Profiles
Save partner details once and reuse their contact information and referral defaults throughout EZ Agents.
| Partner | Business | Category | Default Fee | Referrals | Invoiced | Outstanding | Status | Actions |
|---|
Changes are saved only when you press Save Referral. Create the invoice later from Records → Referrals when the referral is ready.
New Referral
Create a referral from a saved Partner Profile.
Ready
| ID | Partner | Client / Job | Date | Category | Job Amount | Fee | Status | Invoice | Actions |
|---|
Create or select an invoice to display it here.
Manage Invoice Payment
Database Saved| Payment ID | Invoice | Partner | Date | Amount | Method | Reference | Actions |
|---|
Account Security
Manage your password and protect access to your Agent Account.
Account StatusLoading…
Sign-In MethodEmail + Password
Last Sign-InLoading…
Password Last ChangedLoading…
Change Password
Use your current password to choose a new password for this account.
Signed-In Sessions
Control access from other browsers or devices signed into your account.
This browser is currently signed in.Your current session will stay active when you sign out other sessions.
If you used EZ Agents on another computer, phone, or browser, this action will require those sessions to sign in again.
Recent Security Activity
Recent sign-ins and account-security actions for your Agent Account.
Loading security activity…
Forgot your password? Password recovery remains available from the Agent Login screen using the secure Forgot password link.
Data Protection
Protect, export and recover your EZ Agents information.
Your Data
A live summary of records associated with your authenticated Agent Account.
Loading your data summary…
Data Export & Recovery
Portable exports for review, with Administrator-managed recovery protection.
Data OwnershipYour Agent Account
Export FormatZIP + Human-Readable CSV
Recovery BackupsAdministrator Managed
Sensitive SecretsExcluded from Data Exports
Data exports are designed for reporting and portability. Disaster-recovery backups are managed separately by Administrators.
Create Server Backup
Create a protected recovery snapshot before an update or other important change.
Recovery protection: Backups include recoverable account data, business records and protected uploads. Email API credentials and plaintext passwords are not included.
Automatic Backup Policy
Keep recurring recovery snapshots without requiring a separate server scheduler.
If EZ Agents is not active when a backup becomes due, it runs the next time an Administrator accesses the Dashboard or Data Protection.
Loading backup history…
Additional protection: Periodically download an important backup and store it securely outside this hosting account.
Disaster Recovery
Guided restoration with validation, preview, Administrator approval and an automatic safety backup.
Restore does not run immediately. Every backup is validated first, and a safety backup of the current system is automatically created before restoration.
Step 1 — Choose Server Backup
Select an existing protected backup. The backup will be validated before any restore confirmation is shown.
Step 1 — Upload Backup ZIP
Use an EZ Agents disaster-recovery ZIP previously downloaded from Backup History.
Agent Access
Invite, onboard and securely manage Agent Accounts.
Controlled access: Agent Accounts are invite-only. There is no public signup, and Administrators control who can access EZ Agents.
Invite Agent
Send a secure account activation invitation using your configured email service.
Current Account
The Administrator account currently managing Agent Access.
Loading current account…
Account restrictions, role changes, Force Logout and security history remain available from each Agent's Manage control.
Welcome Email Template
Optional branded onboarding email sent after an invited Agent activates their account.
Admin EditableGlobal Branding
Available placeholders
This template uses the same global Notification Branding and secure email service as the rest of EZ Agents.
| Agent | Role | Status | Welcome Email | Last Login | Created | Action |
|---|
Pending Invitations
Resend a fresh secure activation link or cancel an invitation that should no longer be used.
Loading pending invitations…
Notification Branding & Email Templates
One professional email system for Agent Invitations, Agent Welcome Email, Password Reset, Invoice Email, Category Request decisions and Email Service notifications.
Admin EditableInbox ResponsiveSafe Placeholders
Global Email Branding
Applied consistently to every current and future system notification.
Email inboxes cannot load the protected in-app logo endpoint. Use a public HTTPS logo URL, or leave blank to show the branded EZ mark.
Email Compatibility
The renderer uses table-based, inline-styled HTML for broad inbox support.
Desktop Inbox640px responsive card
Mobile InboxFluid single-column
HTML SafetyRenderer-controlled
Plain-Text FallbackAutomatic
Scripts / Custom HTMLNot allowed
StorageMySQL
Inbox preview is an approximation. Gmail, Outlook, Apple Mail and mobile clients can render small differences, but the sent HTML is deliberately conservative for compatibility.
Invoice safety remains unchanged: actual Invoice emails still require the server-generated PDF attachment before provider submission.
System Email Templates
Edit → Preview → Send Test → Save. Safe dynamic variables are substituted by the server.
Email Template
Choose a template.
Available placeholders
If Custom Template Active is turned off and saved, the system safely uses the recommended default wording for that notification instead of disabling the notification itself.
Preview uses safe sample data. Secure invitation/reset tokens are never exposed here.
Panel Settings
Control global system identity, your Administrator interface, Partner SSO, secure remote deployments, email delivery, Dashboard publishing and Agent announcements.
System IdentityEZ Seniors TransitionsPublished globally
Your InterfaceClassicRecommended density
Email DeliveryChecking…Secure notification sender
Dashboard LayoutChecking…Global role layouts
AnnouncementsChecking…Agent Dashboard notices
Remote UpdatesChecking…Central deployment connection
Partner SSOChecking…Platform sign-in connections
System Identity
Customize the global identity shown in the top-left application sidebar for every Administrator and Agent.
1–4 letters or numbers. The mark is displayed in uppercase and automatically scales to fit.
Required. This becomes the primary sidebar title and authenticated browser application name.
Leave blank to remove the second line and automatically collapse the unused sidebar spacing.
LIVE SIDEBAR PREVIEW
EZ
EZ Seniors TransitionsReferral System
Global application identity only: These settings update the authenticated sidebar and browser page title. Invoice Branding, Email Branding, Welcome Email wording, sender identity and the approved login-screen design remain independent.
Your Interface Preference
Choose the spacing density you prefer while managing EZ Agents. This preference applies only to your Administrator account.
Remote Updates
Securely register this installation with the standalone EZ Platform Update Manager. Business data remains private and independent.
Installation IDNot enabled
Application URL—
Current VersionChecking…
Remote AgentChecking…
Last DeploymentNever
Last ResultNo deployments yet
Pre-Update Backup—
Deployment Source—
Software deployment only: The Update Manager can read sanitized operational status, create a pre-update backup, deploy verified EZ Agents release packages and run System Health. It cannot read Referrals, Invoices, Payments, passwords or email credentials.
One-Time Pairing SecretCopy this secret into the Update Manager now. For security, it will not be shown again after you leave or refresh this page.
Partner Platform SSO
Allow trusted external platforms to securely sign existing Agents into this Referral System using short-lived HS256 JWTs. SSO is disabled until you explicitly enable an integration.
Existing accounts only: SSO finds users by email and never creates accounts automatically. Suspended, disabled, banned and archived accounts remain blocked. Shared secrets are stored only in protected server configuration and are never returned after initial creation or rotation.
Loading SSO integrations…
Add SSO Integration
Use the values agreed with the trusted platform developer. The Integration ID becomes part of the SSO URL and cannot be changed after creation.
2–64 lowercase letters, numbers, hyphens or underscores.
Leave off unless the partner platform specifically needs Administrator SSO.
At least 32 characters. For an existing integration, leave blank to keep the saved secret.
One-Time Shared SecretCopy this into the trusted platform now. It will not be shown again after refresh.
Supported view values
homeprofilesreferralsreferral-forminvoicepaymentsreportstrainingEmail Delivery
Manage the secure sender used for invitations, password recovery, Welcome Emails, notifications and invoice emails.
Checking email configuration…
Sender—
Reply-To—
API KeyNot configured
The saved API key is never displayed back in the browser.
Invoice emails still display the signed-in Agent's name. The verified Sender Email remains the secure system sender address.
Send a Test EmailConfirm that the saved sender can successfully deliver a notification before testing an invoice email with PDF.
Dashboard Layout & Visibility
Publish the Dashboard order, width and visibility for Agents and Administrators. Only Administrators can reorganize the global layouts.
Agent DashboardPublished globally to all Agent accounts.
Administrator DashboardPublished globally to Administrator accounts.
Last PublishedChecking…
Global Dashboard layout: Agents inherit the Agent arrangement below and cannot rearrange it themselves. System Status and Current Build remain permanently blocked from Agent display. Backend permissions stay independent of presentation settings.
Agent Dashboard Layout
Drag sections into the order all Agents should see.Loading Agent Dashboard layout…
Administrator Dashboard Layout
Set a separate order and width arrangement for Administrators.Loading Administrator Dashboard layout…
↕ Drag to reorderHalf shares a desktop rowFull spans the complete Dashboard widthMobile/tablet sections stack automatically
Dashboard Announcements
Publish polished notices for Agent Dashboards. Up to 3 live announcements appear at once.
LIVE DASHBOARD PREVIEW
Announcement History
No announcements yet.
Agent Training Center
Training Hub
Learn how to use EZ Agents with easy step-by-step training videos.
Your Progress0 of 0 completed
Continue Learning
Pick up where you left off.
Browse Training Videos
Published training library
Your Training Hub is being prepared
Training videos will appear here as they are published.
Administrator Training Control
Training Hub Manager
Create, organize, preview and publish training videos for every Agent.
Training Video Library
Published, Draft and Archived training videos.
Category Manager
Organize the Agent learning experience.
System Health
Monitor platform integrity, security, financial consistency, communications and data protection.
Not Checked
Safe read-only audit: Running System Health only analyzes the platform. Nothing is modified unless you separately authorize Safe Invoice Reconciliation.
Overall HealthNot Checked
Health Score—
Checks Passed—
Needs Attention—
Last CheckedNever
Recommended Actions
Resolve the items that need attention using the appropriate EZ Agents control center.
Run System Health to establish the current platform integrity baseline.
Safe Invoice Reconciliation
Payment history is authoritative. EZ Agents can safely recalculate Invoice Paid Amount, Balance and Status without changing historical Invoice or Payment values.
Checking Invoice reconciliation…
Historical source data remains protected. Reconciliation does not change Invoice totals, Invoice Items, Referral Fees, Payment amounts or Email history.
Health History
Review recent System Health audits and open the exact checks captured at that time.
| Run | Score | Result | Attention | By |
|---|
Recent System Activity
Recent health, recovery, email, security and Administrator events relevant to platform operations.
What System Health Monitors
A current-platform integrity audit designed for Administrator troubleshooting and operational confidence.
Core PlatformApplication version, database readiness and current platform modules.
SecurityAdministrator safeguards, account status integrity and secure session behavior.
Data IntegrityAgent → Partner → Referral → Invoice → Payment relationships and protected files.
Financial IntegrityInvoice Items, Payment reconciliation and derived balances/status.
CommunicationsEmail delivery, system templates and server-generated PDF readiness.
Data ProtectionProtected storage, backup freshness, checksum integrity and recovery readiness.
Production ReadinessPerformance indexes, active assets, no business localStorage and production error exposure.