Admin dashboard
Vertex Solutions · Partner plan · managed by Marcus Webb
Integrations
Connection health for this tenant
Last sync: 2 min ago · 1,840 records
OAuth token expiring in 2 days
Last sync: 3 hrs ago · 412 records
Last sync: Live
Last sync: Live
Last sync: 12 min ago
Last sync: 8 min ago
Not connected
Setup checklist
6/9 doneRecent activity
Tenant-scoped audit log
Salesforce sync: 42 new leads imported
2 min ago
Automation rule 'escalate_overdue_brd' activated by marcus@vertexsol.com
1 hr ago
User s.linden@vertexsol.com role changed to Vendor
3 hrs ago
HubSpot OAuth token will expire in 2 days — action required
4 hrs ago
Lead routing rule updated: 'enterprise' → CRM pipeline A
Yesterday
Webhook endpoint '/hooks/lead-created' tested successfully
Yesterday
User management
Team members with access to this tenant
| User | Role | Last active | Status |
|---|---|---|---|
SL Sarah Linden s.linden@vertexsol.com | Vendor | Today | Active |
JO James Okoro j.okoro@vertexsol.com | CSM | Today | Active |
PN Priya Nair p.nair@vertexsol.com | SDM | Yesterday | Active |
TH Tom Hurst t.hurst@vertexsol.com | Expert | 3 days ago | Active |
DC Dana Cho d.cho@vertexsol.com | Customer | 1 week ago | Active |
? Pending invite recruit1@vertexsol.com | Vendor | — | Invite sent |
? Pending invite recruit2@vertexsol.com | CSM | — | Invite sent |