Agent Manager Portal - Documentation
Agent Manager Portal is a full-featured, multi-tenant SaaS platform built specifically for Australian immigration and migration agencies. It provides agencies with a centralised system to manage every aspect of their operations — from visa applications and client profiles to invoicing, communications, and staff attendance — all in one place.
Each agency accesses the portal through its own dedicated subdomain (your-agency.agentmanager.com.au), ensuring that all data is securely isolated between organisations using row-level security at the database level.
What This Platform Does
The portal covers the complete lifecycle of a migration agency's work:
- Client Management — Maintain detailed client profiles including passport details, education history, employment history, travel history, family members, English language scores, and skill assessments.
- Visa Applications — Create, track, and manage visa applications and drafts with full history and document checklists.
- Invoices & Payments — Generate invoices, quotes, and track payments including GST calculations.
- Agreements — Create and manage client service agreements and contracts.
- CRM & Marketing — Manage marketing contacts, run campaigns, and track leads.
- Communications — Integrated Gmail and Outlook email, WhatsApp messaging via Azure Communication Services, and calendar sync with Google and Microsoft.
- Attendance & Leave — Track staff attendance using biometric, QR code, face recognition, geolocation, or Wi-Fi network verification, with full leave management.
- KPI & Reports — Monitor key performance indicators and generate branch daily reports.
- Tasks, Reminders & Follow-ups — Assign and track tasks, schedule reminders, and manage follow-ups across the team.
- Documents & Checklists — Organise client documents and file records with structured checklists.
- Users & Permissions — Fine-grained permission controls per user and per organisation feature.
- Billing & Subscriptions — Stripe-powered subscription management with trial support.
- Client Portal — A separate login area (
/my-account) where visa applicants can track their own application progress.
Who Uses This Platform
| Role | Description |
|---|---|
| Organisation Admin | Full control over a single agency's portal |
| Global Manager | Cross-branch and cross-country oversight |
| Country Manager | Manages operations within a specific country |
| Branch Manager | Manages a specific branch |
| User | Standard staff member with role-based access |
| Client | Visa applicant accessing the Client Portal |
| Superadmin | Platform-level administrator managing all organisations |
Tech Stack at a Glance
| Layer | Technology |
|---|---|
| Framework | Next.js 14 (App Router) |
| Language | TypeScript |
| Styling | Tailwind CSS, shadcn/ui |
| API | tRPC v11 |
| ORM | Drizzle ORM |
| Database | PostgreSQL (with Row-Level Security) |
| Auth | NextAuth.js v4 with MFA/2FA |
| Cache | Redis |
| File Storage | Azure Blob Storage |
| Payments | Stripe |
| AI | OpenAI |
| Package Manager | Bun |