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RSAI Admin
Staff Portal
Customers
Onboard Customer
Reports
Audit Log
RSAI Owner
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MG
RSAI Owner
Account Owner
Customer Management
All registered portal customers
Total Customers
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Active This Month
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Streams Deployed
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Avg Streams / Customer
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Live data requires Worker deployment.
Advik: run wrangler secret put CLERK_SECRET_KEY && wrangler deploy
Practice Information
Primary Contact
Activate Streams
Send welcome email
Customer receives portal access instructions at their email
has been onboarded successfully
Email delivery requires SMTP configuration.Contact your administrator to enable. Schedules can still be created and previewed; emails will queue until SMTP is configured.
Active Schedules
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Reports Sent · MTD
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Failed Deliveries
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Customers w/ Reports
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No report schedules match these filters
Customer
Report Type
Frequency
Recipients
Delivery Time
Status
Delivery
Last Sent
Next Send
Actions
Automation Rules
Triggers that flag issues, surface insights, and inject content into reports automatically
Rule Name
Trigger
Action
Status
Last Triggered
Actions
Report History
Recent deliveries · last 50 entries
Customer
Report Type
Date Sent
Status
Download
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Timestamp
Admin
Action
Customer
Details
Edit Customer
Activate Streams
0customers selected
New Report Schedule
Configure when and how this report is delivered
New Automation Rule
Trigger insights, alerts, or report content automatically