TRINETWORKGLOBAL

Deal Follow-Up Board

The operations console for your funding business. Sign in to see your files.

First time here?

  1. 1. In Supabase, open Authentication → Users.
  2. 2. Add a user with your email and a password, and switch on “Auto Confirm”.
  3. 3. Come back here and sign in.
  4. 4. Press “Claim as owner” once — that attaches you to the console.

Agents do not do this: the owner creates their account and hands them a temporary password.

Setup & connections holds the branding, signature and channel settings.