Reviewed 24/09/2026
The Dashboard is the first thing you see after signing in (left nav → Dashboard), and it's your at-a-glance health check for the whole tenant.
Get Started (onboarding checklist)
At the top, the Get Started panel tracks your initial tenant setup. Each row is a setup step with a status badge and an action button:
- Customers Setup — create and configure your customer structure (Add Customer).
- Device Management — connect and monitor your fleet (Add Device).
- Company & Team — invite team members and set up roles (Invite Users).
- SSO Configuration — link Microsoft 365, Google Workspace, or another identity provider (Add SSO IdP, or Skip Step).
- Knowledge Base — access documentation and learning resources (Knowledge Base, or Skip Step).
Completed steps show a COMPLETED badge. Once you're set up, hit Skip Onboarding (top right of the panel) to clear the checklist out of the way. Steps you can put off offer a Skip Step button.
Devices Overview
Your whole fleet's health in one place.
- Online Devices — count and percentage of devices currently connected.
- Offline Devices — count and percentage not currently reporting in.
- Pending Devices — count and percentage of devices pending deletion.
- Archived Devices — count and percentage of archived devices.
It's a quick read on overall connectivity. If that offline percentage looks high, head to the Devices page to dig in.
Tickets Overview
Your PSA/ticket activity at a glance — a headline total (e.g. 492 Tickets in Total) and four cards:
- AI Handling — tickets assigned to AI. Any tickets moved out of this queue cannot be readded back.
- Tech Required — tickets currently being worked on.
- Resolved Tickets — closed tickets and percentage resolved.
- Other Statuses — tickets in all other statuses.
Use it to keep an eye on support load and how fast you're turning tickets around.
Customers Overview
A per-customer breakdown. Each customer gets a row/card showing:
- Customer logo/initials and name (plus website if set).
- Online Devices — count and percentage.
- Offline Devices — count and percentage.
Handy for spotting which clients have connectivity problems without leaving the dashboard. For the full picture, open the Customers page.
Tips
- The Dashboard is read-only — it's a summary view. Drill into Devices, Tickets, or Customers when you need to actually do something.
- Percentages are relative to each section's total (the whole fleet for Devices Overview, per-customer for the cards in Customers Overview).
- If onboarding steps still show after setup, use Skip Onboarding to hide the panel.
