W
WHYE
Staff
💬 Support
🔔
0
A
Admin
—
Staff
Manage team members, roles, and access permissions
+ Add Staff Member
Total Staff
🏢
—
Active
✅
—
Portfolio Managers
📊
—
Partners
👑
—
All Roles
Senior Partner
Junior Partner
Operations Manager
Portfolio Manager
Customer Support
Finance Officer
Market Analyst
CIO
Risk Manager
Staff Member
Role
Account #
Wallet
Status
Actions
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👥 PM Client Assignments
Each PM manages exactly one client
+ Assign Client
Portfolio Manager
Wallet Balance
Assigned Clients
Count
Action
⏳
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📊 Portfolio Manager Performance
PM
Clients
Clients' Total Profit
Wallet Balance
Total Earned
Total Withdrawn
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✕
🏢
Add Staff Member
Staff will be assigned a role and receive access to their dashboard.
First Name
Last Name
Email
Phone
Role
Select role...
Senior Partner
Junior Partner
Operations Manager
Portfolio Manager
Customer Support
Finance Officer
Chief Investment Officer
Risk Manager
Market Analyst
Admin
Temp Password
WHYE-????
Copy
Create Staff Account →
✕
🔑
Reset Staff Password
Confirm with your password.
Your Password
New Temp Password
After confirm...
Copy
Confirm & Reset →
✕
🚫
Disable Staff
Enter your admin password to confirm.
Your Password
Confirm →
✕
🗑️
Delete Staff Member
Permanent. Enter password + type DELETE.
Your Password
Type DELETE
Delete Permanently
✕
👥
Assign Client to PM
Each PM can only manage one client at a time.
Portfolio Manager
Select PM...
Client to Assign
Select client...
Assign →