Admin Dashboard - General Navigation & Overview
Admin Dashboard: General Navigation &
Overview
The Admin
Dashboard is the central control hub of your Ashta.ai enterprise platform.
Designed for efficiency, clarity, and control, it provides admin users with
full visibility and access to all key investor, deal, and compliance functions.
Once logged in
with admin credentials, you’ll land on the main dashboard. On the left side,
you’ll find a navigation panel with the following core sections:
Dashboard Tabs Overview
Transactions
View all
investor transactions with status details
Search by
investor ID/email
Filter by
date or signature status
View or add
new transactions
Access
investor’s full investment history
Investors
Manage all
investor profiles
Search and
filter by name, email, or type
Add new
investors
View/edit
personal info, KYC, suitability, documents, etc.
Perform key
actions like reset ID, upload statements, view reports
Deals
View and
manage all current and past deals
Search by
deal name or ID
Filter by
deal status and date
Add new
deals or update existing ones
Perform
actions: accept commitment, close, capital call, notify investors
Leads
View users
who clicked the ‘Invest’ button
Search and
filter based on name, email, or date
Identify
interested users for follow-up
Documents
View and
download investor documents
Search by
name or email
Filter by
date
Download
specific documents directly
Stakeholders
Manage
stakeholder groups
Add new
groups with descriptions
Update
group details or reset passwords
Delete
stakeholder groups if needed
Customization
Set your
platform’s primary and secondary brand colors
Upload and
preview logos
Select CRM
integration: HubSpot or Zoho
Broker
Assessment
Review
transactions with enhanced filtering
Search by
investor ID/email
Add
EMD-specific remarks to individual transactions
Use this
for advanced compliance tracking
What You Can Do From the Admin Dashboard
View and
manage all investor and deal data in one place
Ensure
compliance with built-in KYC, suitability, and transaction logs
Customize
platform branding and CRM settings
Gain insights
and control across documents, leads, and stakeholder roles
Simplify
broker-related assessments with dedicated tools
This dashboard is
designed to give you everything you need to manage your investment operations
with confidence and clarity—whether you're onboarding investors, launching
deals, or staying audit-ready.
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