Client decisions, agreements, support and follow-up in one accountable view
Relationship desk live
Work the highest-risk and revenue-blocking client actions first.
Divisions
0
Markets
Total clients
0
across all divisions
Contracts issued
0
service agreements
Signed
0
executed
Priority BD Queue
Reply, approve briefs, chase decisions and hand work to delivery teams
Live view
Commercial intelligence and team coordinationRelationship health, opportunities, assignments and recruiter performance
Actionable Client Work
Highest-risk and revenue-blocking items first
← All divisions
Clients
0
Contracts
0
Signed
0
Pending
0
Client
Contract(s)
Portal
Service
Actions
Most Valuable Candidate campaigns
Place exceptional people through disciplined market development.
One protected candidate record. Separate markets, divisions and geographic waves. Every touchpoint retains a dated next action.
Campaign operations are not active yet. A Superadmin must apply supabase/043_campaign_operations.sql after migration 042.
Loading your authorised campaigns…
Brand command centre
Turn market intelligence into trusted visibility.
One governed workspace for news, campaigns, creative, community, PR, directories and search visibility across Verovian brands.
Protected workspaceLoading authorised scope…
The secure media schema is not active yet. A Superadmin must apply supabase/029_media_brand_workspace.sql before records can be saved.
Strategy intelligence is not active yet. A Superadmin must apply supabase/030_media_strategy_intelligence.sql. The Phase 1 editorial workspace remains available.
Campaign execution is not active yet. A Superadmin must apply supabase/031_media_campaign_execution.sql. Earlier media phases remain available.
Impact measurement is not active yet. A Superadmin must apply supabase/032_media_impact_measurement.sql. Planning, production and Vista analytics remain available.
Rules-based operations are not active yet. A Superadmin must apply supabase/033_media_rules_workflow.sql. Existing planning, approvals and reporting remain available.
Role workspaces and the ten-year calendar are not active yet. A Superadmin must apply supabase/034_media_role_calendar.sql. Existing media operations remain available.
Search and inbound intelligence is not active yet. A Superadmin must apply supabase/035_media_search_intelligence.sql. Existing media operations remain available.
Six-month governed brand audits are not active yet. A Superadmin must apply supabase/038_media_biannual_audits.sql. Existing media reporting remains available.
The execution cockpit is not active yet. A Superadmin must apply supabase/039_media_execution_cockpit.sql. Existing media operations remain available.
The recruiter request desk is not active yet. A Superadmin must apply supabase/040_media_request_desk.sql. Existing media operations remain available.
My media desk
Your assigned work, in the right order.
Loading your role, specialities and governed priorities…
New signals0awaiting triage
In review0editorial or expert review
Ready to publish0approved or Vista-ready
Overdue work0requires ownership today
Live campaigns0currently active
Today · execution cockpit
Know what matters, why it matters, and what changed.
One daily line of sight from accountable delivery to attention, intent and commercial opportunity.
Due today0owned actions
Overdue0recover now
Handoffs0waiting on people
Vacancy campaigns0identified opportunities
Meaningful actions0this quarter
Qualified outcomes0this quarter
Top prioritiesRanked by due date, impact and blockage
Handoff deskWork waiting from or for you
Live vacancy promotion deskPrivacy-safe: no client identity or exact location
Record engagement and outcome evidence
Record aggregate activity only. Do not enter names, email addresses, phone numbers or private messages.
Quarterly objectivesTargets compared with evidence
Set or update an objective
Recruiter request desk
Accepted briefs, accountable owners and professional checks.
0 active requests
Creative runway
Five-year event and design coverage.
Master once, adapt annually, validate the live schedule
My day
Start with the work that moves a brand.
Personal actions, approval decisions and portfolio risks
My next actionsDue and high priority
My decisionsReviews and approvals
Brand guardrailsNeglect and workload warnings
Capture
Submit a useful signal
News, recruiter insight, candidate question or market change
Plan
Create a content brief
Publishing remains a separate approval
Strategy intelligence
Visibility, engagement and next best work
Vista Social not checked
Followers0latest owned-profile total
Impressions0last 30 days
Engagements0last 30 days
Engagement rate0%engagements ÷ impressions
Posts0last 30 days
Record a dated Vista Social analytics snapshot
Use aggregate figures from Vista Social’s owned-profile analytics or export. Do not enter follower names, comments, inbox messages or other personal data.
Recommended prioritiesEvidence-led, not generic content prompts
Vista profile coverageUnmapped profiles cannot affect a brand score
Phase 8 · governed brand audit
One evidence-backed snapshot every six months.
The score measures audit completeness—not brand success. Missing provider, audience or competitor evidence remains visible and is never recorded as zero.
Latest readiness—evidence completeness
Stored audits0authorised scope
Evidence pending0requires disposition
Locked0immutable snapshots
Phase 7 · search and inbound intelligence
Turn evidence into accountable visibility work.
Aggregate Search Console, GA4, Bing or manually verified measurements only. No candidate/client records, private queries, AI-written recommendations or automatic publishing.
Properties0governed owned sites
Impressions0latest 28 days
Clicks0latest 28 days
Sessions0latest 28 days
Key events0aggregate outcomes
Open opportunities0rules-generated
Urgent0score 85+
Opportunity queueExplainable thresholds, human decisions
Governed propertiesReferences are identifiers—not secrets
Record aggregate evidence
Superadmin · add a search property
Ten-year editorial calendar
Plan the date once. Prove every delivery.
0%annual delivery
Annual plan
Your annual brand plan at a glance.
See completed campaigns, upcoming work and the precise gaps requiring attention.
PublishedScheduledIn progressNeeds action
Annual plan0visible commitments
Published0completed with evidence
Pending0still to deliver
Next 90 days0active occurrences
Needs owner0accountability gaps
Needs confirmation0annual themes or dates
Schedule overdue0evidence not recorded
Brand coverage
Every authorised brand, one visible delivery position.
Showing the annual plan
Delivery plan
Items requiring attention
0 items
Supervise roles and recurring dates
Role and speciality homePresentation and routing only—never extra permission
Add a governed recurring dateAuthoritative source required
Rules-based operations
Run the media desk consistently—without AI.
Transparent thresholds create tasks and warnings; they never write, approve or publish content.
One accountable owner and measurable output for every active brand
Campaign factory
Build one governed campaign pack
Creates separate accountable briefs; it never publishes automatically
Creative control
Asset library and production evidence
Versions, rights, alt text and approved source links remain attributable
Phase 4 · impact
Prove visibility and qualified inbound—not output alone.
Aggregate evidence only. Never place candidate, client or correspondent personal data here.
Published0last 30 days
Indexed / cited0evidence-backed checks
Candidate inbound0enquiries + applications
Client inbound0enquiries + bookings
Authority0backlinks + referrals
Measurement gaps0published pages unchecked
Cross-brand impact boardPublishing, discoverability, authority and qualified response in one view
Owned-page visibility checkRecord what was actually observed in search or an answer engine
Attributed outcomeRecord aggregate response without copying personal data
Monthly leadership reviewNumbers are calculated server-side; the supervisor records judgement and corrective action
Monthly / quarterly
Recruiter insight check-ins
Turn live candidate and client questions into content evidence
Authority building
Directories and reputation
Track healthcare, local, professional and search-authority listings
40-hour accountability
Team execution desk
Every deliverable has one owner, a due date and a visible outcome
Today
Needs attention
Highest-priority work first
Portfolio
Brand coverage
Visible gaps across market and division
Editorial control
Content pipeline
Creator, reviewer, approver and publisher remain accountable
Superadmin
Who can access what
Role, scope, MFA, expiry, review and Vista linkage
Change roles, individual permissions, market/division scope, suspension and session access from . Every saved review is attributed to the Superadmin.
Recruiter ↔ media workflow
Request brand support without exposing client records.
Send an approved vacancy, article idea, campaign or creative brief into one accountable production queue.
The request desk is not active yet. A Superadmin must apply supabase/040_media_request_desk.sql.
Submit a governed request
Vacancy requests transfer only the role, broad location, public pay, schedule, positions and owned Verovian link. Client identity, exact address, contacts and private notes never enter the media view.
Only active vacancies with public pay and an owned application page can be submitted.
Manager visibilityDemand, workload, delays and ownership
Accountable queue
My requests
Loading…
Creative runway
Olumide’s five-year design plan
Plan far ahead; schedule in Vista within the controlled rolling window
Staff Access
Permission-controlled staff roles, temporary access suspension, login history and client ownership
Active staff
0
allowed to sign in
Owners
0
super admin access
Suspended
0
temporarily blocked
Disabled
0
offboarded accounts
Login events
0
recent audit entries
Media roles are fail-closed: select every authorised market and enter assigned divisions, or use “All brands” only where genuinely required. Superadmin remains globally scoped.
Effective Permissions
Start from the selected role, then override only what this staff member genuinely needs.
Magic Link Checklist
For a staff sign-in link to arrive and work, the user must exist in Supabase Auth, be active in Staff Access, use an allowed portal redirect URL, and avoid repeated requests inside Supabase rate limits.
Staff
Role
Auth
Lifecycle
Clients
Actions
Role Permissions
RBAC reference for staff access in this portal
Role
Staff
Clients
Contracts
Templates
Pipeline
Activity
Login Audit
Recent staff sign-ins recorded after successful portal authentication
Contract Templates
Master terms of business PDFs · private admin-only library
Templates
0
stored securely
Contingent
0
success-fee terms
Temporary
0
temp terms
Global
0
cross-division
Template Finder
Filter by market, division, service model and client setting. Global / All division templates remain available as fallbacks.
Template
Scope
Version
Uploaded
Actions
V
Verovian client workspace
Verovian for Select a client
Private portal for
Agreement review
Client workspace
View portal activity and audit history
Your account
Division
Region
Setting
Agreements
Signed
Active roles0 active
Account mgrVerovian Client Desk
Account lead
Verovian Client Desk
contact@verovian.com
Use the portal contact form to request a call, ask a contract question or move a candidate forward.
Next steps
Timeline
Secure records
Private linkEnabled
Agreement PDFsControlled
Signature auditRecorded
Growth workspace
Business development
One accountable route from target account to signed terms, live vacancy and placement.
Vacancies
BD view of client vacancies and recruiter handoff status
Total vacancies
0
all visible clients
Pending BD
0
awaiting recruiter handoff
With recruiters
0
active service
Candidate activity
0
submitted, interview or feedback
Vacancy Finder
Search across client, role, location, owner, source platform and external vacancy reference.
Vacancy
Client
Stage
Recruiter handoff
Actions
Talent BD
Candidate-led business development queue for marketable, consent-safe candidates
Total cards
0
candidate-led BD opportunities
Needs review
0
BD decision required
In outreach
0
accepted or being worked
Converted
0
client interest or vacancy created
Candidate-led, not vacancy-led
BD sees an anonymised pitch first. Full identity and CV stay locked unless the consent status allows full CV sharing.
Consent first
Talent Finder
Search by profession, location, salary/rate, recruiter owner, source platform, selling points or next action.
Messages
Client portal conversations across visible clients
Unread client messages
0
need staff reply or review
Priority
0
priority or urgent
Conversations
0
with portal messages
Notifications
0
failed or pending email
Message Finder
Search client messages by client, owner, subject, category, urgency or message body.
Tasks & Diary
Candidate follow-ups, client chasers and BD reminders
My dayOne queue for the work that cannot wait
Loading priorities…
Superadmin requestsDecisions and actions needing owner attention
Loading requests…
Client appointmentsGoogle Calendar and Meet
Loading appointments…
Create Follow-up
Use this for BD/admin reminders that are not created from a candidate submission.
Activity Feed
Email opens · Portal access · Signatures
Client Pipeline
Client journey from contract to placement
Interview Management
Schedule office, phone or video interviews and send one-working-day reminders
Schedule Interview
Create a dated live interview record for client and candidate coordination.
Job Brief
Add prospect
Capture the decision-maker, commercial potential and an accountable next action.
Account
Decision-maker
Client intelligence
Next action required
Prepare and log outreach
Google Workspace, Calendar & signature
Connect your own Verovian account for Gmail sending, Calendar free/busy and appointment creation. Passwords, inbox contents and private calendar titles are never shared with the portal.
Checking your connection…
Request superadmin action
State the decision or outcome required so it can be acknowledged, delegated and audited.
Google Calendar booking controls
Only free/busy availability is shared. Private appointment names and details remain hidden.
Checking Google Calendar…
Book client appointment
The saved contact receives a Google Calendar invitation with a unique Google Meet link.
Choose a host and time to check availability.
Close appointment
Notifications
Appointments, delegated decisions, deadlines and operational alerts.
Loading notifications…
Operational health & cover
Calendar reconciliation, failed delivery, temporary superadmin cover and session security.
Open incidents and failures
Temporary superadmin cover
Calendar reconciliation history
Meeting preparation
Search and go anywhere
Search authorised records or choose a common action. Press Esc to close.
BD communication template
Use clear reusable messages while keeping outreach personal.
Choose a relevant account and record the next step.
Personal BD targets
Targets guide the daily queue; they do not replace quality or consent.
Add Client Vacancies
Keep one client record, one branch per postcode, and add each role as its own vacancy row.
Log Candidate Submissions
Add one or more candidates. Each row can include a formatted CV/resume PDF.
1Select roleAttach candidates to the vacancy where possible.
2Add CV PDFUse a formatted resume so the client can review quickly.
3Notify clientSend the review email when the submission is ready.
Add a diary task for the BD/admin owner after this candidate is logged.
Record Client Feedback
Rating
Confirm Placement
Client Operations
Log touchpoint
Record the client conversation while it is fresh.
Calls, emails, meetings, portal exchanges and site visits form the authoritative relationship history.
BD record
Logging a correction creates a new record. Existing history is never overwritten.
Client support
Record, own and resolve service issues.
Support cases stay separate from conversation notes so an open concern cannot disappear in the relationship timeline.
0 open
Loading support history…
Relationship ledger
Chronological client contacts and internal account notes, with author and time retained.
Loading relationship history…
Superadmin client identity & agreement setup
Changes are audited. An agreement that has been issued, opened, signed or has documents attached cannot be silently removed or moved to another division.
Prepared client context
Commercial intelligence
Structured internal context for account planning. These fields are never shown in the client portal.
Prepared vacancy context
Follow-up controls
Active
Required documents
No PDF uploaded
Attach the final contract PDF for the client to review.
Choose from templates matching this region, division and service model.
Client-facing charges summary
Required before sending. Copy the charge wording from the uploaded agreement only. The PDF remains the source of truth.
Finance automation rules — Super Admin only
Enter only rates verified against the signed agreement. These internal controls prefill invoices; clients continue to see the approved wording and signed PDF.
Manual override: additional terms / addenda
Create a versioned variation — keep the original TOB
Only the selected version will become superseded. Other variations remain effective.
Structured staged-fee terms
days
days
The first and second instalments must equal the total fee. The system will update the client-facing charge summary from these same values.
Draw authorised Verovian signature
Do not replace or delete the original TOB. Generate the variation, update the client-facing charges summary, review the full pack, then use Resend Updated Pack. A newer generated variation of the same type supersedes the earlier version without removing the audit copy.
Use saved addendum template
Choose the engagement addendum first, then add any regulatory, data, framework or fee overlay required.