Reference pages for the InLeef adviser app, the adviser-facing application. There is one page per main screen (grouped by the app's own sidebar workflow). Each page states:
- Intent - why the page exists and its role in the adviser's workflow
- Who can access it - the roles that gate the page and its individual actions
- What you can do - every action available on the page, in plain language
- What you see / States - the layout and the empty/loading/error behaviour
- Related pages / flow - where you arrive from and where actions take you next
The client journey#
The app is organised around one journey, and the sidebar groups follow it:
Prospect Client Order Delivery
───────── ────── ───── ────────
Join link ─┐
Triage ├─▶ Leads ─▶ claim/qualify ─▶ FF2 quote builder ─▶ Order workspace
Will Bank ─┘ (Clients) │ ├─ Products
│ ├─ Fact-find ─▶ client completes
│ ├─ Documents (draft)
│ ├─ Sign-off & verification
│ ├─ Payment ─▶ Billing / Invoices
│ ├─ Stakeholders
│ └─ Signatures ─▶ Finalise
Overview#
| Page | Route(s) | Who can access |
|---|
| Dashboard | /dashboard | Every adviser (some widgets Manager/Admin) |
| Setup / Onboarding | /onboarding | Every adviser (hidden once setup complete) |
Pipeline#
| Page | Route(s) | Who can access |
|---|
| Leads | /leads, /leads/[id], /leads/onboard | Every adviser (elevated get wider visibility + assignment) |
| Clients | /users, /users/[id], /users/new, /users/[id]/orders/new | Every adviser (elevated get scope + filters) |
| Orders | /orders, /orders/[id], /summary, /documents/[key], /draft/[row] | Every adviser (elevated get scope + filters) |
| Fact-find & FF2 | /ff2, /orders/[id]/fact-find (+ compile / sent) | Every adviser (editing role-gated) |
Lead generation#
| Page | Route(s) | Who can access |
|---|
| Will Bank | /will-bank, /will-bank/[id], /will-bank/import | Managers & Admins only |
| Join Links | /join-links | Every adviser (create/revoke = Manager & Admin) |
Reference#
| Page | Route(s) | Who can access |
|---|
| Products | /products, /products/[id], /products/manage, /products/manage/[id] | Browse: everyone · Manage: Admin only |
Company config#
| Page | Route(s) | Who can access |
|---|
| Advisers | /advisors, /advisors/[id], /advisors/permissions | Managers & Admins (invite / permissions = Admin) |
| Teams | /teams | Admins only |
| Billing | /billing, /billing/invoices, /billing/invoices/[id], /billing/settings | Managers & Admins (withdraw / settings = Admin) |
| Message Templates | /settings/message-templates | View: everyone · Edit: Manager & Admin |
| Professional Trustees | /settings/professional-trustees | View: everyone · Manage: Manager & Admin |
| Fact-Find Templates | /fact-find-templates (+ new / edit) | Every adviser (actions policy-gated) |
| Settings (Company profile) | /settings | Admins only |
| Page | Route(s) | Who can access |
|---|
| Profile & Account | /profile, /profile/company | Every adviser (Company Profile: multi-company only) |
Roles at a glance#
Access is decided by an adviser's role at the currently active company (switchable from the sidebar). Switching to a company where you're only an Adviser hides the elevated menus even if you're a Manager/Admin elsewhere.
| Role | Sees | Can additionally do |
|---|
| Adviser | Dashboard, Leads, Clients, Orders, Join Links, Products, Fact-Find Templates, Profile | Work their own pipeline; view/copy links & templates |
| Manager | + Will Bank, Advisers, Billing, Message Templates, Professional Trustees | Wider lead/order visibility, assign work, invite advisers, run Will Bank, refunds/balances, manage templates & trustees |
| Admin | + Teams, Settings, Manage Products, Adviser Permissions | Everything: firm settings & branding, product pricing, teams & routing, role permissions & discount caps, withdraw funds |
Some pages are open to everyone but gate individual actions by role (e.g. Join Links, Message Templates, Fact-Find Templates) - each page's "Who can access it" line spells this out.
