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Administrator Guidelines

Task Operating guideline
Sign in and select context Open the approved Admin Panel, authenticate, confirm your role, and select the correct entity/assembly.
Manage users safely Assign the minimum required role and entity scope. Suspend access instead of sharing or reusing accounts.
Find a ratepayer or property Search with an approved identifier and confirm at least two attributes before changing data.
Generate or review bills Confirm property, ratepayer, billing year, valuation/rating basis, and adjustments. Preview totals before issue.
Verify collections Match reference, method, amount, charges, bill, payer, property, source, and final verification state.
Issue receipts Generate a receipt only from a verified transaction and confirm all required identifiers.
Handle claims Validate evidence, assign the officer, record requests and updates, and close with a clear resolution summary.
Run reports Set entity, period, source, and payment method. Compare summary with detail and document filters.
Review audit history Search by actor, module, action, and time. Escalate unexpected privilege, deletion, approval, or transaction-status events.