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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