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3. Interface and Features (Page-by-Page Guide)

3.1 Toolbar & Navigation Basics

The left-hand sidebar provides quick access to all primary sections of the Tokenizer.Estate admin panel. It is persistent across all screens, ensuring seamless navigation between areas of the application.

3.1.1 Sidebar Menu Structure

The number of available sidebar sections may vary based on the admin's permissions.
  • Dashboard – Overview of analytics, transactions, and sales summaries
  • Units – Manage all real estate units, including creation, publishing, editing, and archiving
  • Users – View and manage user profiles, wallets, verification status, and token balances
  • Admins – Assign admin access and configure roles and permissions
  • Transactions – View and filter transaction data related to token purchases and transfers
  • Notifications – Create, view, and filter notifications sent to users via the platform
  • API Access – Generate and manage API keys to integrate the platform with 3rd party sources
  • Logs – View and filter admins' and users' activity in the system
  • IP Whitelist – Configure, view, and filter IP whitelists
  • Compliance – Generate, view, and filter Snapshots and Application dossier
  • Settings – Configure global settings, company details, policies, and social links
  • Tickets – View and filter all users' tickets
  • Profile – Configure your admin account, enable or disable 2FA
  • Logout – End the session and log out of the admin panel
  • Light/Dark mode toggle – Switch between Light and Dark themes for the interface
  • Version – Shows the current version 
  • Documentation link – Opens the platform documentation in a new tab

At the top of the sidebar is a global search bar, allowing you to search across the entire platform quickly. Use it to find users, units, or transactions by keyword without switching between sections.

Each main section (Units, Users, Transactions) also contains its own contextual search and filters.

This layered search structure allows for both broad global lookup and targeted filtering within specific sections.

3.1.3 Work with tables in the system

There are numerous tables in the system, including the Units table, the Users table, the Admins table, and more.

You can reorder columns: Click and hold a column header, drag it left or right, and release it where you want the column to appear. You can manage the table columns via the Manage columns button in the page header.

The number of available columns in tables and the information shown in them may vary based on the admin's permissions.

At the bottom of all the tables, you can find:

  • Rows per page selector – Adjusts how many entries are displayed.
  • Navigation controls – Allow browsing through multiple pages of results.

At the top of the tables, you can find the following options:

  • Reset All Filters – clears all filters and shows the full list.
  • Refresh Table – refreshes the data in the table.
  • Download CSV – exports the table in CSV format.

3.1.3.1 Download CSV Button

The Download CSV button allows administrators to export data from any table view across the admin panel into a downloadable CSV (Comma-Separated Values) file.

This feature is consistently available at the top-right corner above each data table, regardless of which tab or module you’re viewing (e.g., Units, Users, Transactions, etc.).

How It Works:

  • When clicked, the button triggers an instant download of a CSV file containing only the currently displayed data from the table.
  • If filters or search queries are applied, the exported file reflects the filtered view rather than the full dataset.
  • The export includes all visible columns and rows.

No confirmation dialog is required; the download starts automatically. File naming follows the format used in each module (e.g., units-2025-09-04.csv, users-2025-09-04.csv).