Add KPIs, Gantt tasks, risks and contract details for a client
Select client
👁️
Preview Dashboard
See the client-facing view before sharing or sending
Select client
📅
Edit Gantt / Projects
Manage workstreams, tasks, milestones and critical path
Select client
🏢
Manage Clients
Add clients, users, projects and account settings
Go to clients
📋
Service Line Planner
Plan and manage service lines, resources and schedules for a client
Select client
🔧
Worksheet Inbox
Review, accept and reject engineer worksheets submitted from the field
Open inbox
Recently Used Clients
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All Clients
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Users
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Emails Sent
🚀
Release Manager
Start a new release, test on staging, promote to production
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Client Management
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User Management
👁 Preview as Client — Admin QA Tool
Client user rows show a teal 👁 Preview Client View button in the Actions column.
Click it to open that client's dashboard in a new tab — exactly as the client sees it — so you can QA-check the view before deploying. No password needed.
Email Templates
Customize email templates for sending client credentials and notifications.
Activity Log
System Settings
Auto-Logout / Session Timeout
Users are automatically signed out after the set period of inactivity. A 2-minute warning countdown is shown before sign-out, giving users the option to stay signed in.
Default: 30 minutes — recommended for client-facing portal
Default: 60 minutes — admins work longer sessions
Dashboard Reset Password
Security: This password is required to use the Reset All Data option in the Dashboard Editor. Keep it private. Default is NLS@Reset2025!
Service Line Defaults
Master list used by all clients in the Service Line Planner. Changes apply on next client load.
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Step 1 — Service Groups & Lines
Select or add a group above to manage its service lines
Step 2 — Dropdown Defaults
Owners
Work Types
Compliance Options
Data Backup & Restore
Important: Regularly backup your data to prevent loss when clearing browser cache. Export creates a JSON file with all clients, users, and dashboard data.
Export All Data
Download a complete backup of all clients, users, dashboards, and settings as a JSON file.
Last backup: Never
Import Data
Restore all data from a previously exported backup file.
Accepts .json backup files
⚠️ Backup Recommendations:
Export data after adding or updating clients
Keep backup files in a safe location
Import will replace ALL current data
Consider weekly backups for active systems
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Automatic Backup History
Auto-backups are created automatically when you add/update clients, users, or dashboards. They're stored in your browser for quick recovery. For permanent backup, use the "Export Data" button above to download to your computer.
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Scheduled Daily Backup
● Disabled
How it works: When the Admin Portal is open, a background timer checks every minute whether a backup is due. At the scheduled time it automatically downloads a full JSON backup for each client to your computer. Keep the portal open in a browser tab during scheduled hours.
Next scheduled backup: —
Last backup: Never
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Scheduled Backup History
Date & Time
Type
Files
Size (KB)
Duration
Status
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🚀 Release Manager
Complete every step in order — from coding session to live clients
PRODUCTION
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STAGING
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STEP 1Start New Release✅ Release started
Format: DD-MMM-YYYY-X
STEP 2Download Fresh Files & Upload to Staging✅ Done
1. Download fresh files from the Publish tab in this coding session
2. Go to Ionos File Manager → open
/public/staging/
→ upload these files in order:
Start a release in Step 1 to see the file list.
STEP 3Test on Staging — Complete Checklist✅ Signed off
All items must be ticked before sign off is available
STEP 4Upload Files to Production✅ Done
Go to Ionos File Manager → open
/public/
(the root folder — NOT staging) → upload these same files in order:
Complete testing and sign off first.
STEP 5Go Live — Update version.json & Upload✅ Live — clients notified
⚠️ Read before clicking — 3 actions required
Click Log Release below
Copy the version.json text shown and save the file
Upload version.json to /public/ on Ionos
✅ Release logged. Now do these 3 things:
1️⃣ Open version.json
from your downloaded project folder on your PC
Find the file in the folder you downloaded from the Publish tab. Open it in Notepad.
2️⃣ Replace the entire contents of the file with this exact text:
✅ Copied to clipboard — paste into Notepad
3️⃣ Save the file, then upload version.json to Ionos
In Ionos File Manager → go to /public/
(the root folder, not staging) →
upload the file → overwrite the existing one. Done — clients will see the blue update banner within ~3 minutes.
Client Version Status
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NLS FM Reporting Portal
Client Dashboard
C
Client User
Company Name
My Dashboard
View your M&E FM performance metrics
Profile Information
Change Password
Support & Contact
Need help? Contact our support team for assistance.
Add New Client
Delete Client
📦 Step 1 — Back up first (recommended)
Downloads a full CSV of all client data before deletion
✅ Backup downloaded — safe to proceed with deletion
⚠️This action is permanent and cannot be undone
Deleting will permanently remove:
All service line planner data
All dashboard state & planner data
All activity logs for this client
All certificate files records
All linked user profiles
The client record itself
✕ Name does not match — please type the exact client name
⚠️ We strongly recommend downloading a backup before deleting
Edit Client
Client Details
Client Users
Configure the dashboard for this client. Use the Dashboard Editor to populate data, then clients can view their dashboard.
Dashboard Management
Dashboard Editor
Edit and populate dashboard data for this client
Client Dashboard
Preview how clients will see their dashboard
Project Overview
View all projects with status and progress
External Dashboard (Optional)
Tip: You can also link to external dashboards (PowerBI, Tableau, etc.) if you don't use the built-in editor.
Send credential emails to client users. These emails will contain login information.
