# Issuer Admin Functions

#### 8.1 Issuer Dashboard Overview

After logging in as an issuer admin, you'll see your personalized dashboard:

**Dashboard Components:**

* **Organization Selector** (if managing multiple organizations)
* **Projects Overview** (draft, submitted, approved counts)
* **Recent Activity Feed**
* **Quick Actions** (Create Project, Upload Documents)
* **Analytics Widgets** (total raised, investor count, etc.)
* **Notifications Center**

#### 8.2 Organization Selection & Switching

If you're an admin for multiple organizations, you'll see an organization switcher in the sidebar:

**How to Switch Organizations:**

1. Look for the organization dropdown in the sidebar
2. Current organization is displayed with a building icon
3. Click to expand dropdown
4. Select the organization you want to manage
5. Dashboard and all views update to show selected organization's data

**Important Notes:**

* You can only view projects for the currently selected organization
* Switching organizations refreshes all data
* Your selection is remembered across sessions
* Each organization has separate data and permissions

#### 8.3 Project Management Dashboard

Navigate to **Projects** to view all your organization's projects:

**Project List Features:**

* **Tabbed View**: All, Draft, Submitted, Approved, Rejected
* **Search**: Search by project name
* **Filters**: Filter by asset class, status, date range
* **Sort**: Sort by date, name, status, raised amount

**Project Cards Display:**

* Project name and tagline
* Hero image
* Status badge
* Funding progress bar
* Key metrics (target amount, raised amount)
* Action buttons (View, Edit, Revoke, Submit, Delete)

**Available Actions by Status:**

| Status             | Available Actions                 |
| ------------------ | --------------------------------- |
| Draft              | Edit, Delete, Submit for Approval |
| Submitted          | View, Revoke                      |
| Approved           | View, Revoke                      |
| Revision Requested | Edit, Re-submit                   |
| Rejected           | View (read-only), Delete          |

#### 8.4 Investor Management

View and manage investors in your projects:

1. Navigate to **Investors** in issuer dashboard
2. View list of all investors across your projects

**Investor Information Displayed:**

* Investor name and email
* Projects invested in
* Total investment amount
* Investment date
* KYC status
* Token allocation

**Investor Management Actions:**

* View detailed investor profile
* Filter by project
* Export investor list
* View transaction history
* Check KYC/AML compliance status

**Communication with Investors:**

* Send project updates (via email integration)
* Share important documents
* Notify of distributions
* Respond to investor inquiries

#### 8.5 Document Management

Manage project-related documents:

1. Navigate to project detail page
2. Click **Documents** tab

**Document Types:**

* Offering Memorandum
* Subscription Agreement
* Operating Agreement
* Financial Reports
* Property Appraisals
* Legal Opinions
* Compliance Certificates

**Uploading Documents:**

1. Click **Upload Document** button
2. Select document type from dropdown
3. Add title and description
4. Choose file from computer
5. Set visibility level:
   * **Admin Only**: Only visible to issuer admins and platform admins
   * **Investors Only**: Visible to investors in this project
   * **Public**: Visible to all users browsing the project
6. Click **Upload**

**Document Versioning:**

* Upload new versions of existing documents
* Version number automatically increments
* Previous versions remain accessible
* Change log tracks who uploaded what when

**Best Practices:**

* Upload documents before submitting project for approval
* Keep documents up to date
* Use clear, descriptive titles
* Set appropriate visibility levels
* Version important documents rather than replacing

#### 8.6 Analytics & Reporting

Access detailed analytics for your organization:

1. Navigate to **Analytics** in issuer dashboard

**Available Reports:**

* **Fundraising Progress**: Visual charts of capital raised
* **Investor Demographics**: Breakdown by location, investment size
* **Project Performance**: Compare performance across projects
* **Token Distribution**: Track token allocation and distribution
* **Transaction History**: All investment transactions
* **Revenue Projections**: Based on current commitments

**Export Options:**

* Export to CSV
* Export to PDF
* Schedule automated reports (email delivery)

#### 8.7 Organization Settings Management

Manage your organization's profile and settings:

1. Navigate to **Settings → Organization**

**Editable Fields:**

* Contact email
* Phone number
* Website URL
* Company description
* Logo (upload new)
* Social media links
* Legal structure details

**Locked Fields (Require Change Request):**

* Company name → Click "Request Change" button
* Company address → Click "Request Change" button

**Team Management:**

* View all team members (if multi-user support enabled)
* Invite additional team members
* Manage team member permissions

#### 8.8 Notifications Management

Configure how you receive notifications:

1. Navigate to **Settings → Notifications**

**Notification Types:**

* Project status changes (approved, rejected, revision requested)
* New investor commitments
* Document uploads by investors
* Platform admin messages
* Compliance deadlines
* System announcements

**Delivery Channels:**

* Email notifications
* In-app notifications
* SMS (if enabled)

**Frequency Settings:**

* Real-time (immediate)
* Daily digest
* Weekly summary

***


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