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Access prerequisites

• Permission (module): None specific — authentication in the BackOffice is sufficient.
• License/Feature: None.
• Menu container: GENERAL → group Home

What it is / when to use

This is the entry screen of the BackOffice, displayed immediately after login. It serves as the operator's starting point: it shows a greeting with the user's name and the current date, a shortcut to recent actions (previously visited screens), and a notes panel (personal date-based reminders) on the right. It is also where the system proactively notifies the operator about recent anti-fraud alerts when the operator has a payments profile.

Prerequisites

• Permission: None — the Home screen is accessible to any logged-in operator. The actions listed under "Recent actions" and the alert notification, however, depend on individual permissions (see "Business rules"). Keep in mind that BackOffice permission is dual — CPM enum in the backend + dynamic module in the DB.
• License/Feature: None.
• Dependencies on other screens: None.

Step by step

1. Log in to the BackOffice — you are automatically directed to /home.
2. Check the greeting and the current date at the top.
3. Use Recent actions to quickly return to screens you have visited (Users, Payments, Withdrawals, Purchases, Tokens).
4. In the Notes panel, navigate between months using the arrows, create reminders with Add note, and edit/delete existing ones.

Fields

The Home screen has no primary creation form. The relevant fields are those of the Note modal:

Field	Description	Required?	System/backend effect
Date/Time	Date and time the reminder refers to	Yes	Sets the note's dateTime; the note is grouped and displayed on the corresponding day in the calendar. Notes on the same day are stacked (hasSameDay).
Description	Free-text content of the reminder	Yes	Saves the content displayed on the note card (description).
Location	Optional location/context text	No	Displayed below the description when filled in (local).
Hide time	Hides the time on the card	No	When active, the card does not show the time (hideTime).

Notes are personal to the operator (linked to the logged-in user), persisted via NotesServices. They are not shared with other operators and do not influence business rules — they are reminders only.

Actions and modals

• Add note: opens the blank note dialog; on save, calls addNote and displays a success/error snackbar.
• Edit note (pencil icon): reopens the dialog pre-filled; saves via updateNote.
• Delete note (cancel icon): opens a bottom sheet confirmation dialog ("Confirm deletion"); on confirm, calls removeNote.
• Recent actions → arrow: navigates to the corresponding screen (productivity shortcut).
• User profile (top): allows Change password and Sign out.
• Recent alerts modal (automatic): if the operator has the managePayments module and there is any anti-fraud alert created in the last ~24h, the Home screen opens a modal automatically notifying them. On confirm, it navigates to /audit-alerts; on dismiss, it closes. If the operator does not have managePayments or there is no recent alert, nothing happens.

Business rules / caveats

Attention

• Recent actions is filtered by relevance: only routes that are in the known suggestions list appear (Home, Users, Payments, Withdrawals, Purchases, Tokens). Other visited screens are not included in this list.
• The anti-fraud alert notification fails silently: if the permissions query or alerts query fails, the Home screen does not break and simply does not show the notification. Do not rely on it as the sole monitoring source — use the Audit Alerts screen (/audit-alerts) directly.
• Notes have no operational effect. Do not use a note as an approval or official record; it is not auditable as an administrative action.

Related screens

• Dashboard
• Strategic Reports
• Embedded guides