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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