Messages
All conversations
Select a conversation
Select a conversation from the left
Drop files to send
Aa
Aa
Payroll Tracker
Completed projects & extra hours per editor per payroll cycle
USD → CAD:
—
Stripe:
% + $
per charge
Editor markup:
% tax +
% overhead
Archive
All completed & archived projects
Notes
📝
Select a note or create a new one
Admin
Team Editors & Rates
Add New Editor
Add New Client
Payroll Breakdown
Profit Breakdown
Revenue, costs, and net profit per period
USD → CAD:
—
Stripe fee:
% +
Tax:
% · Overhead:
%
Pending Invoices
Completed projects waiting to be invoiced. Click Create to draft + send via Stripe.
Invoice Tracker
Live status of all invoices sent via Stripe
Overdue Invoices
Invoices past their due date and still unpaid
Pre-upload checklist
Editors must check every item before they can move a card to "Uploaded on Frame.io". One item per line. The accountability statement is fixed (always included at the bottom of the modal).
Client edit policy
Shown in the Policy tab of every client portal + as a pop-up for clients who haven't accepted yet. Covers revisions, turnaround, scopes, and payment terms.
Hour source types
Options shown in the "Add manual hours" picker. One per line; format
label | short description. The description is optional.Admin Password
Webhooks & Zapier
Inbound URL (Zapier → new card):
Zapier email-matching: Order received → match by email → assign to existing client → create card. If no email match → new client record.
Events:
https://portal.lumavisuals.co/api/wh/inbound/YOUR_KEY
Zapier email-matching: Order received → match by email → assign to existing client → create card. If no email match → new client record.
Events:
card.created · card.status_changed · revision.requested · revision.done · chat.message_sent · payroll.marked