MP
Meetings Portal
Stage A functional prototype — static HTML/JS, mock data, no backend. Every link below opens a specific screen already signed in as the right person.
This whole page is DEMO ONLY — doesn't exist in Stage B
Start here
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Login / role switcher
Pick Roja, Sri, or Akash yourself — the real entry point of the app (real accounts replace this in Stage B).
Roja — Cold Caller
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Dashboard
Roja's own leads only. Segmented status filter, unread-change badges.
ROJA
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Lead detail (Details tab)
Rangrao S Jadhav — confirm/reschedule flow. Note AUM/Scheme/ARN/PAN are hidden.
ROJA
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Ask (chatbox)
Try "brief me on Rangrao" — restricted fields render as redacted.
ROJA
Sri — RM view (default)
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Dashboard
All meetings visible (default RM on everything). Look for the RM/Admin switch top-right.
SRI · RM
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Lead detail — full fields
AUM, ARN, Scheme visible. Desktop: fields on the left, Outcome + Actions in the right rail.
SRI · RM
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Lead detail — History tab
Chinmay Mandal, a "Happened" meeting with an outcome — open the History tab for the append-only log.
SRI · RM
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Not-happened + reschedule
Rahul Mehra — a meeting flagged Not Happened with a reschedule reason on file.
SRI · RM
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Ask (chatbox)
Same question as Roja, fuller answer — demonstrates permission-filtered grounding.
SRI · RM
Sri — Admin view (via in-app switch)
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PAN reveal
Same one account as above, switched into Admin view — try the PAN "Reveal" button.
SRI · ADMIN
⚠️
PAN duplicate + reassign RM
Rahul Mehra appears twice with the same PAN (AATPM2115K). "Reassign RM" is only visible in Admin view.
SRI · ADMIN
⚙️
Admin screen
User list, Coordinator visibility toggle, PAN dedup report, legacy-data review.
SRI · ADMIN
Akash — Coordinator
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Dashboard
Sees everything by default, same breadth as Sri.
AKASH
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Lead detail
AUM/Scheme visible only while Sri's toggle is ON — flip it off (Sri, Admin view) and reload this.
AKASH