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Admin Dashboard

Admin Dashboard | Vivek K. B. Gupta & Co.
Administrator Admin ID: ADMIN-001

Admin Dashboard

Complete control of CA Office Document Management System

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Total Clients
350
Active Clients
Managers
8
Active Managers
Staff
42
Active Staff
Documents
18,542
Total Files
Pending Work
127
Requires Attention
Deleted / Recovery
23
Within 90 Days

Quick Actions

Staff & Manager Monitoring

Rahul Sharma STAFF

Assigned Clients: 18

Pending Work: 4

Work Completion: 82%

Priya Kumari STAFF

Assigned Clients: 22

Pending Work: 2

Work Completion: 91%

Amit Mishra MANAGER

Staff Under Manager: 8

Pending Work: 11

Work Completion: 74%

Vikash Kumar STAFF

Assigned Clients: 15

Pending Work: 7

Work Completion: 68%

Recent Client Documents

Client Document Type FY Uploaded Assigned Staff Status Action
ABC PRIVATE LIMITED Bank Statement Accounting 2026-27 30-Oct-2026 Rahul Sharma New
XYZ TRADERS Purchase Register GST 2026-27 30-Oct-2026 Priya Kumari Pending
MNO INDUSTRIES Income Tax Computation Income Tax 2025-26 29-Oct-2026 Vikash Kumar Completed
PQR & CO. TDS Working TDS 2026-27 28-Oct-2026 Rahul Sharma Pending

Role & Permission Control

ADMIN

View Documents: YES

Download: YES

Delete: YES

Manage Users: YES

System Settings: YES

MANAGER

View Documents: YES

Download: YES

Delete: DISABLED

Assign Work: YES

Manage Users: LIMITED

STAFF

View Documents: YES

Download: YES

Delete: NEVER

Assign Work: NO

Admin Settings: NO

Deleted Document Recovery

90 Day Retention

Important: Deleted documents are recoverable

Documents deleted by Admin will not be permanently removed immediately. Deleted documents must remain available in Recycle / Recovery Storage for a minimum of 90 days before permanent deletion. Only authorized Admin users should be able to restore or permanently delete these files.

Recent Admin Activity

  • 10:42 PM Admin viewed ABC PRIVATE LIMITED documents.
  • 09:30 PM Admin assigned Bank Statement to Rahul Sharma.
  • 08:15 PM Manager Amit Mishra sent an instruction.
  • 06:40 PM Client XYZ TRADERS uploaded a document.
  • 05:20 PM Admin changed staff permission settings.
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