Richman Oil & Gas — Admin Dashboard User Guide
Version 1.0 · May 2026
Table of Contents
- Introduction
- Roles & Permissions
- Logging In
- Dashboard Overview
- Investors — Pending Approval
- Investors — All Investors
- Blog — Blog Topics
- Blog — Blog Posts
- Investor Portal — Projects
- Investor Portal — Portal Posts
- Investor Portal — Interest Requests
- Management — Staff Users
- Management — Rep Profiles
- Account — My Profile
- Status & Badge Reference
- Frequently Asked Questions
1. Introduction
The Richman Oil & Gas Admin Dashboard is the internal operations hub for managing investor onboarding, content publishing, and staff coordination. It sits alongside the public Webflow marketing site and connects directly to the investor portal that approved investors use to track their investments.
What the dashboard controls:
- Investor registration approvals and profile review
- Assigning investors to their designated representative (rep)
- Subscribing investors to specific projects and investment opportunities
- Blog content for the public marketing site (with a Webflow CMS integration)
- Investor portal content: well updates, new opportunities, and company announcements
- Interest requests submitted by investors from within the portal
- Staff user accounts and role management
- Representative public profiles shown to investors
Tech stack note: The dashboard is a Next.js application hosted on Vercel. Data is stored in Supabase (PostgreSQL). Authentication is handled by SuperTokens. Webflow is used for the public marketing site and blog CMS.
2. Roles & Permissions
There are three staff roles in the system. A user's role controls which sections of the dashboard they can see and what actions they can take.
Role Summary Table
| Feature / Action | Admin | Manager | Approver |
|---|---|---|---|
| Dashboard | ✅ Full | ✅ Full | ✅ Limited |
| View all pending investors | ✅ | ✅ | ✅ |
| Approve / Deny investors | ✅ | ✅ | ✅ |
| View all investors | ✅ | ✅ | Own only |
| Assign rep to investor | ✅ | ✅ | — |
| Subscribe investor to projects | ✅ | ✅ | Own investors only |
| Export investor CSV | ✅ | ✅ | ✅ |
| Blog Topics | ✅ Submit + manage | ✅ Submit + manage | ✅ Submit + manage |
| Blog Posts — view list | ✅ All | ✅ Assigned | ✅ Assigned |
| Blog Posts — edit content | ✅ | — | — |
| Blog Posts — approve/reject | ✅ | ✅ | ✅ |
| Sync from Webflow | ✅ | — | — |
| Portal Posts | ✅ | ✅ | — |
| Projects | ✅ | ✅ | — |
| Interest Requests | ✅ | ✅ | — |
| Staff Users — view | ✅ | ✅ | — |
| Staff Users — add | ✅ | ✅ | — |
| Staff Users — change role | ✅ | ✅ (non-admin) | — |
| Staff Users — suspend | ✅ | ✅ (non-admin) | — |
| Staff Users — delete | ✅ (non-admin) | — | — |
| Rep Profiles — view | ✅ | ✅ | — |
| My Profile | ✅ | ✅ | ✅ |
| Change Password | ✅ | ✅ | ✅ |
Role Descriptions
Admin
Full access to all features. Admins are the only role that can:
- Edit blog post content fields (title, body, summary, SEO, images)
- Delete staff users
- Promote staff to the admin role
- Sync blog posts from Webflow
Manager
Operational access to most features. Managers cannot edit blog post content but can approve/reject posts, manage investors, manage portal content, and manage staff roles below the admin level.
Managers see the "Investor Portal" and "Management" sections in the left sidebar. Approvers do not.
Approver (Rep)
A scoped role focused on investor relationship management and blog review. Approvers:
- See only investors assigned to them in the "All Investors" view
- Can approve/reject investors from the "Pending Approval" queue (all pending investors are visible)
- Can approve/reject blog posts assigned to them
- Do not see Investor Portal, Projects, or Staff Management sections
Tip: Approvers are also referred to as "Reps" because they serve as the assigned representative shown to investors in the portal. Every approver should complete their Rep Profile so their photo, title, and contact info displays correctly.
3. Logging In
Navigate to the admin login URL (e.g. https://your-dashboard-domain.vercel.app/admin/login).
Enter your email address and password, then click Sign In.
If you forget your password, contact an admin — there is no self-service password reset flow at this time.
Once logged in, your session is stored as a token in your browser. If you are an investor (not a staff user), you will be redirected to the investor portal instead.
Changing your password: You can update your own password at any time from Account → My Profile (see Section 14).
4. Dashboard Overview
Path: /admin (the home page after login)
The dashboard is the first screen you see after logging in. It gives you a real-time snapshot of the most important activity.
KPI Stats (Top Row)
Four metric cards are always visible at the top:
| Card | What It Shows |
|---|---|
| New Investor Signups | Investors who created a login but haven't completed their profile yet. They are not yet in the approval queue. |
| Pending Approval | Investors who submitted their full profile and are waiting for a staff member to approve or deny them. |
| My Approvals | The total number of investors you personally have approved since your account was created. |
| Total Investors Approved | All approved investors across all staff members — the full count of users with active portal access. |
Alert Banners
If there are investors waiting for approval or new interest requests that need follow-up, a colored banner appears below the stat cards with a direct "Review now →" link.
- Orange banner: Pending investor approvals
- Blue banner: New interest requests
Posts Needing Review / Posts Assigned to Me
This table shows blog posts that need attention:
- Admins see all posts with status "Under Review"
- Managers & Approvers see posts assigned to them
Click any row to open the post detail page.
Recent Signups
A quick-look table of the five most recently registered investors, showing name, email, account status, and whether their profile is complete.
Quick Actions
Shortcut buttons to the most common workflows:
- Review Pending Investors
- View All Investors
- Submit Blog Topic
- Review Blog Posts
- Portal Posts
- Manage Staff Users
5. Investors — Pending Approval
Path: /admin/pending
Access: All roles
This page shows all investors who have:
- Created an account
- Completed their investor profile
- Not yet been approved or denied
What You See
Each row in the table shows:
- Name and Email
- State (U.S. state from their profile)
- Signed Up date
- Profile badge (Complete / Incomplete)
- Method (accreditation method they selected, e.g. "net worth")
- Action buttons: Approve or Deny
Expanding a Row
Click any row to expand it and reveal the investor's accreditation details:
- Income Type
- Annual Income
- Net Worth
- Investment Range
- Accreditation Method
- Attestation status and date
Approving an Investor
- Click Approve on any investor row with a complete profile
- A confirmation dialog appears: "Approve [Name] and grant them access to the investor portal?"
- Click Approve to confirm
On approval, the investor gains access to the investor portal immediately.
Denying an Investor
- Click Deny on any investor row with a complete profile
- A modal appears asking for a denial reason
- Enter a reason (required) and click Deny
The denial reason is stored on the investor record and is visible in the All Investors expanded view. The investor is not notified automatically at this time.
Incomplete Profiles
If an investor's profile is not yet complete, the Approve and Deny buttons are replaced with a disabled Send Reminder button. Email reminders are not yet automated — this is a planned future feature.
6. Investors — All Investors
Path: /admin/investors
Access: Admin/Manager = all investors; Approver = own assigned investors only
This is the comprehensive investor management page.
Filtering and Search
- Search box: Filter by name or email (searches in real time as you type)
- Status dropdown: Filter by All / Pending / Approved / Denied
- Export CSV: Download a spreadsheet of all currently filtered investors, including their full profile fields
The Investor Table
Columns: Name · Email · State · Status · Profile (complete or not) · Accreditation Method · Joined · Action
Status badges:
- Pending — submitted profile, awaiting decision
- Approved — active investor with portal access
- Denied — application rejected
The Action column shows Approve/Deny for investors with complete, pending profiles. No buttons appear for investors who are already approved or denied.
Expanding an Investor Row
Click any row to expand it. The expanded panel shows:
Profile Details
Full profile information: phone, zip code, income type, annual income, net worth, investment range.
For approved investors: who approved them and when. For denied investors: the denial date and reason.
Assigned Rep
A dropdown lets you assign or reassign the investor to a rep. The dropdown is populated with all staff members who have the Approver role and a completed rep profile.
- Selecting a new rep and clicking away saves instantly — no separate save button is needed
- Select "— Unassigned —" to remove a rep assignment
- Only admins and managers can change rep assignments
The assigned rep's name, photo, title, and calendar booking link are shown to the investor inside their portal.
Project Subscriptions
Investors can be subscribed to specific projects. Subscriptions appear as chips/tags showing the project name and type.
Subscription types:
- Following — the investor is interested and wants updates but has not invested
- Invested — the investor has committed capital to this project
Adding a subscription:
- Use the "Add project…" dropdown to select any project (active or inactive/historical)
- Choose the type: Following or Invested
- Click Add
Removing a subscription: Click the × on any existing subscription chip.
Approvers can add/remove subscriptions for their own assigned investors. Admins and managers can do so for any investor.
7. Blog — Blog Topics
Path: /admin/blog/topics
Access: All roles
This page serves as an internal ideas board for the content team. Any staff member can submit a topic idea; the team can then track it through to completion.
Submitting a Topic
Fill out the form at the top of the page:
| Field | Description |
|---|---|
| Topic / Title (required) | The proposed blog post title or topic area |
| Brief Description | A sentence or two explaining the angle or question the post should address |
| Notes for the Writer | Any investor questions that inspired it, points to include or avoid, or other context |
Click Submit Topic. A success notification confirms submission and notes that an email will be sent to the blog team.
Tracking Topic Status
Submitted topics appear in the table below the form with these statuses:
| Status | Meaning |
|---|---|
| Submitted | Newly submitted, not yet assigned to a writer |
| In Progress | A writer has picked it up and is working on it |
| Post Created | A blog post has been created for this topic (set automatically or manually) |
| Rejected | The topic was declined |
Available actions:
- From Submitted: Mark In Progress · Reject
- From In Progress: Reject
Click any row to expand and view the full description and notes.
8. Blog — Blog Posts
Path: /admin/blog/posts
Access: All roles (admin sees all; others see assigned posts only)
Blog posts represent articles to be published on the Richman Oil & Gas Webflow website. The dashboard manages the editorial approval workflow.
The Posts List
Posts are grouped by status using tab filters at the top:
| Tab | Description |
|---|---|
| All | Every post regardless of status |
| Draft | Posts being written, not yet submitted for review |
| Under Review | Submitted and awaiting approval |
| Approved | Approved but not yet published on Webflow |
| Published | Live on the Webflow site |
| Rejected | Posts that were declined with a note |
The table shows title (with a rejection warning icon if rejected), category, author, status badge, assigned reviewer, publish date, and last updated date.
Click any row to open the post detail page.
Syncing from Webflow *(Admin only)*
If blog posts were created directly in Webflow CMS rather than through the dashboard, click ⟳ Sync from Webflow in the top-right corner. This:
- Fetches all items from the Webflow blog collection
- Finds any items not already in the dashboard
- Imports them automatically with correct status (published if live, draft if staged)
A green success message confirms how many posts were imported.
Blog Post Detail — Admin View
Path: /admin/blog/posts/[id]
Access: Admin only (full editor)
Admins see the full editing interface:
Left Column — Content Editor
| Section | Fields |
|---|---|
| Title & Slug | Post name and URL slug (auto-generated from title, editable) |
| Post Body | Rich text editor — supports headings, bold, italic, bullet lists, numbered lists, links |
| Summary | Short excerpt shown on post listings |
| FAQ | Optional FAQ section with Q&A pairs |
Right Column — Sidebar
| Card | Controls |
|---|---|
| Status | Current status badge, plus action buttons based on current state (Submit for Review, Approve, Reject, Publish, Unpublish) |
| Assign Reviewer | Dropdown to assign the post to a specific staff member for review |
| Category | Dropdown: Tax Strategy · Investment Education · Oil & Gas Market Insights · Well Lifecycle |
| Author | Dropdown of pre-configured author names |
| Featured Image | URL input + upload button; preview shown |
| Thumbnail | Smaller image used in post listing cards |
| Publish Date | Date picker for the scheduled publish date |
| SEO | SEO title, primary keyphrase, secondary keyphrases |
| Schema / FAQ | Advanced SEO: schema markup text, FAQ questions and answers for structured data |
Saving
Click Save Changes to save without changing status. Status-changing actions (Approve, Publish, etc.) save automatically.
Changes are saved to the dashboard database. When a post is published, the content is pushed to Webflow CMS as a staged draft item.
Comments
A collapsible comments thread appears on the right. Leave comments for the team, resolve them when addressed, or delete your own comments.
Blog Post Detail — Manager / Approver View
Managers and approvers see a read-only article view — they cannot edit content fields.
Left Column — Article Preview
The post is rendered as it would appear on the website:
- Featured image hero (if set)
- Category chip
- Post title (H1)
- Author · Publish Date · Read Time meta strip
- Summary in italic
- Full post body (formatted)
- FAQ section (if present)
If the post was previously rejected and re-submitted, a red rejection note banner appears above the article.
Right Column — Comments
Same comments panel as the admin view. Managers and approvers can:
- Add new comments
- Resolve/reopen comments (admin and manager)
- Delete their own comments
Approval Actions
When a post status is Under Review, two action buttons appear in the top bar:
- Approve — moves the post to "Approved" status
- Reject — opens a modal to enter a rejection note; moves the post to "Rejected"
Approved and rejected posts show no action buttons (they can only be further acted on by an admin).
9. Investor Portal — Projects
Path: /admin/projects
Access: Admin and Manager only
Projects are the canonical records for each investment deal or property. They are the backbone that connects well updates, new opportunity announcements, and investor subscriptions.
Creating a Project
Every investment deal needs a project record before you can:
- Post a well update tied to that deal
- List it as an opportunity
- Subscribe investors to it
To create:
- Type the project name in the New Project form (e.g. "Permian Basin — Block 14")
- Click Create Project
Use a consistent, descriptive naming convention — investors see this name across all updates and in their portal.
Managing Project Status
| Status | Meaning |
|---|---|
| Active | Currently open or in progress |
| Closed | The deal has concluded; no new investments being taken |
| Archived | Inactive/historical; preserved for record-keeping |
Available actions per status:
- Active → Close or Archive
- Closed → Set Active or Archive
- Archived → Set Active
Note: Investors can be subscribed to projects of any status, including closed and archived ones. This allows historical project tracking from within the investor portal.
10. Investor Portal — Portal Posts
Path: /admin/portal/posts
Access: Admin and Manager only
Portal posts are articles and updates published directly to the investor portal (not the public website). There are three types:
| Type | Icon | Purpose |
|---|---|---|
| Well Update | 🛢 | Progress, production data, or operational status on an active deal |
| New Opportunity | 💼 | Investment offering announcement for accredited investors |
| General News | 📢 | Company announcements, milestones, general investor communications |
Creating a New Post
Click + New Post in the top-right corner. A four-step wizard guides you through the process.
Step 1 — Choose Post Type
Select Well Update, New Opportunity, or General News by clicking the card. Click Continue.
Step 2 — Post Details
Fill in the required fields based on post type:
All types:
- Post Title (required)
- Summary — 1–2 sentences shown on the portal index page
- Published Date (required)
Well Update only:
- Project (required) — select the active project this update belongs to
New Opportunity:
- Project (required) — select an existing project or create a new one inline
- Minimum Investment — e.g. "$25,000"
- Target Raise — e.g. "$2.4M"
- Location / Formation — e.g. "Midland County, TX · Wolfcamp A"
- Offering Status — Open / Coming Soon / Closed
- Offering Close Date — leave blank if TBD
Click Continue when all required fields are filled.
Step 3 — Write the Post
- Post Body (required) — Rich text editor with full formatting support
- Featured Image — Upload or paste URL; shown at the top of the post
- Gallery Images (Well Update & General News) — Up to 5 images displayed in a carousel
- Documents (New Opportunity only) — Up to 3 PDF/DOC files (20 MB each); each document requires a title
- Pin as Featured Post — Featured posts appear at the top of the investor portal feed
Click Preview & Submit → when the body is written.
Step 4 — Review & Submit
A summary of all entered data is shown with a preview of the post body. Two actions are available:
- Save as Draft — saves the post without submitting for review
- Submit for Review — moves the post into "Under Review" status
Editing an Existing Post
Click any row in the posts list to open the detail/edit page. The full form is pre-populated. Make changes and click Save Changes.
The same status workflow applies:
- Draft → Submit for Review → Approved → Published
- Approved posts can be rejected back to Draft
- Published posts can be unpublished
11. Investor Portal — Interest Requests
Path: /admin/interest
Access: Admin and Manager only
When investors click a "Request Information" or similar call-to-action button on a portal post or offering, their inquiry is recorded here as an interest request.
The Interest Queue
Use the tabs to filter by status:
| Status | Meaning |
|---|---|
| New | Just submitted; no one has followed up yet |
| Contacted | A staff member has reached out to the investor |
| Dismissed | No action needed; request closed |
Each row shows the investor name and email, the offering or post they expressed interest in, submission date, current status, and notes.
Taking Action
For each request:
- Click Contacted to mark that you've reached out
- Click Dismiss to close the request without action
- Click Reopen to move a contacted or dismissed request back to "New"
Notes
Click the notes area on any row to add an internal note (e.g. "Called on May 5, scheduled follow-up"). Notes are saved inline — click Save to confirm.
Notes are for internal use only; investors cannot see them.
12. Management — Staff Users
Path: /admin/users
Access: Admin and Manager only
This page lists all staff users (Admins, Managers, and Approvers) with their role, account status, and creation date.
Adding a Staff User
Click + Add User (top-right corner). A modal appears:
- Enter First Name, Last Name, and Email
- Select the Role: Approver, Manager, or Admin
- A temporary password is set (the user should change it upon first login)
- Click Create User
The new user receives login credentials and can access the dashboard immediately.
Role Column
- Admins see a role badge for all users; they can click Change Role to open a role-change modal
- Managers see an inline dropdown for non-admin users, allowing them to change the role between Manager, Approver, and Investor directly in the table
Managers cannot change the role of admin users. Only admins can promote someone to admin.
Suspending a User
Click Suspend next to any user (except yourself). A confirmation dialog appears. Suspended users cannot log in, but their account and data are preserved. Click Unsuspend to restore access.
Deleting a User *(Admin only)*
Click Delete next to any non-admin user. A confirmation dialog warns that this action is permanent. Once confirmed, the user is removed from the system.
You cannot delete another admin, and you cannot delete yourself.
13. Management — Rep Profiles
Path: /admin/reps
Access: Admin and Manager only
Rep Profiles are the public-facing information cards shown to investors inside the investor portal next to their assigned rep. Each staff member with the Approver role should have a completed profile.
Viewing Rep Profiles
The table lists all staff members who have a profile record, showing:
- Photo (avatar circle)
- Display Name
- Title
- Contact Email
- Phone
- Calendar link (clickable)
- Role
Editing a Rep Profile
Click Edit on any row to open the profile editor for that rep. Changes take effect in the investor portal once saved.
Note: Staff members can edit their own profile from Account → My Profile. Admins/Managers can edit any rep's profile from this page.
Profile Fields
See Section 14 — My Profile for a full description of profile fields.
14. Account — My Profile
Path: /admin/profile
Access: All roles
Every staff member can manage their own profile and password from this page.
Profile Information
| Field | Description |
|---|---|
| Photo | Upload a headshot (JPG, PNG, or WebP · max 5 MB). Shown to investors in the portal. |
| Display Name | Full name shown to investors (e.g. "John Smith") |
| Title | Job title shown to investors (e.g. "Investment Associate") |
| Contact Email | A direct email for investor inquiries (can differ from login email) |
| Phone | Direct phone number shown to investors |
| Calendar Booking Link | A Calendly or similar scheduling URL; investors will see a "Schedule a Call" button |
Click Save Profile to save changes.
Uploading a Photo
- Click Upload Photo
- Select a JPG, PNG, or WebP file from your computer (max 5 MB)
- The photo uploads and previews immediately
- Click Save Profile to save the association
Click Remove to clear the current photo.
Changing Your Password
A separate "Change Password" section appears below the profile form.
- Enter your Current Password
- Enter your New Password (minimum 8 characters)
- Re-enter the new password in Confirm New Password
- Click Update Password
If your current password is entered incorrectly, an error message will appear. On success, a green confirmation message is shown and the form clears.
Important: After changing your password, your next login will require the new password. No other sessions are affected.
15. Status & Badge Reference
Investor Status
| Badge | Color | Meaning |
|---|---|---|
| Pending | Yellow | Profile submitted, awaiting approval decision |
| Approved | Green | Active investor with portal access |
| Denied | Red | Application rejected |
| Suspended | Gray | Admin has blocked login; account preserved |
Profile Badge
| Badge | Color | Meaning |
|---|---|---|
| Complete | Green | All required profile fields have been filled and submitted |
| Incomplete | Gray | The investor has not yet finished their profile |
Blog Post Status
| Badge | Color | Meaning |
|---|---|---|
| Draft | Gray | Being written; not submitted for review |
| Under Review | Blue/Yellow | Submitted to a reviewer; awaiting approval or rejection |
| Approved | Green | Reviewed and approved; ready for Webflow publishing |
| Published | Dark Blue | Live on the Webflow website |
| Rejected | Red | Returned to author with a rejection note |
Portal Post Status
Same status flow as Blog Posts: Draft → Under Review → Approved → Published (or Rejected at any pre-published stage).
Blog Topic Status
| Badge | Meaning |
|---|---|
| Submitted | New idea, not yet actioned |
| In Progress | Writer is working on it |
| Post Created | A post was created from this topic |
| Rejected | Topic was declined |
Project Status
| Badge | Meaning |
|---|---|
| Active | Open deal or in-progress project |
| Closed | Deal has concluded |
| Archived | Historical record |
Interest Request Status
| Badge | Meaning |
|---|---|
| New | Unactioned inquiry |
| Contacted | Staff has followed up |
| Dismissed | Closed without action |
16. Frequently Asked Questions
Q: An investor signed up but I don't see them in Pending Approval. Where are they?
A: They likely haven't completed their investor profile yet. Look for them in All Investors — they'll appear with a gray "Incomplete" profile badge. The Pending queue only shows investors who have both completed and submitted their profile.
Q: I'm an approver and I can't see any investors in All Investors. What's wrong?
A: Approvers only see investors that have been assigned to them. An admin or manager needs to open each investor's expanded row in All Investors and set the "Assigned Rep" dropdown to your name. Once assigned, those investors will appear in your view.
Q: How do I assign a rep to an investor?
A: In All Investors, click the investor's row to expand it. In the expanded panel, find the Assigned Rep section and select a rep from the dropdown. The assignment saves automatically. The dropdown only shows staff members with the Approver role who have a completed rep profile.
Q: A blog post was created in Webflow directly and doesn't show up in the dashboard. What should I do?
A: As an admin, go to Blog → Blog Posts and click ⟳ Sync from Webflow in the top-right corner. The system will find any Webflow items that aren't yet in the dashboard and import them automatically.
Q: What is the difference between "Following" and "Invested" for project subscriptions?
A: Following means the investor is interested and receives updates on that project but has not committed capital. Invested means the investor has made a capital investment in that project. Both types see relevant portal updates from that project.
Q: Can I subscribe an investor to a closed or archived project?
A: Yes. Historical projects (Closed or Archived status) can still be assigned to investors. This is intentional — it allows you to maintain a record of past investments in the investor's profile even after a deal has closed.
Q: What happens when I click "Publish" on a portal post or blog post?
A: For portal posts, the post becomes visible to logged-in investors in the investor portal immediately.
For blog posts, "Approved" status means it's ready for Webflow publishing — the content is staged in Webflow CMS as a draft. An admin then needs to publish it from within Webflow, or set it to Published status in the dashboard (which pushes it live in Webflow).
Q: Can a manager approve blog post content or only approve/reject it as written?
A: Managers and approvers can only approve or reject a post — they cannot edit the content fields (title, body, summary, SEO, etc.). Only admins have access to the full content editor. If the content needs changes before approval, the reviewer should leave a comment explaining what to fix and click Reject, which sends it back to Draft for the admin to revise.
Q: I accidentally denied an investor. Can I undo it?
A: There is no one-click undo, but you can manually re-approve a denied investor. Go to All Investors, filter by "Denied", expand their row, and use the Approve button that appears in the Action column.
Q: How do I create a new staff user?
A: Go to Management → Staff Users and click + Add User. Enter the user's name, email, and role. They can log in immediately with the credentials you set and should change their password from the My Profile page.
Q: What roles can a manager assign to new or existing staff?
A: Managers can assign the roles of Manager, Approver, and Investor. They cannot assign or promote to the Admin role — that can only be done by an existing admin via Change Role.
For technical support or to report issues, contact the development team.
Richman Oil & Gas Admin Dashboard — Internal Documentation This document is confidential and intended for authorized staff only.