GS · Getting Started
A guided tour of the dashboard
Where everything lives, in five minutes.
5 min read
Every screen is reachable from the left sidebar. Workspace holds your day-to-day pages; Manage holds three collapsible groups — Organise, Insights and, for MSPs, MSP. Settings sits at the bottom, and the workspace switcher at the top changes which organisation you're in. Along the top bar you'll find search (⌘K / Ctrl+K), the alerts bell and your avatar menu (Settings, theme and log out, plus Plan management if you own a workspace and aren't inside a managed client, or Start your own workspace if you don't own one). Here's what each area is for.
- 01
Home
Your landing page answers three questions, each once. What's wrong now: record counts, an "Overdue & due" signal for your lead time, Annual Spend, and Needs Attention — sync health, compliance, retirements and everything already overdue. What's coming: a renewal calendar you can subscribe to from your own calendar app, whose Coming up list opens on your lead time and can widen to 12 months. What it costs: the 12-month runway, one bar per month by kind with the renewal spend above it — click a month for the items. In an MSP workspace on Growth or above, owners, admins and read-only Users get a cross-client Home instead: renewals due, recoverable seat spend, the calendar and runway across every client (a read-only User sees the clients they're assigned to), an Action Queue, and — once any organisation in the fleet, your own workspace included, is connected to Microsoft 365 — client connection health and non-compliant devices. A technician's Home is My queue.
- 02
My queue (MSP workspaces)
Sits under Home for MSP owners, admins and technicians: what needs you across the clients you reach — every client for owners and admins, your assigned ones for a technician — alerts, retirement work and what falls due within each client's lead time — with the action on each row. See "My queue" in MSP & Multi-Client.
- 03
Hardware, Licences, Certificates, People
The four core record types. Each has its own filterable, searchable list with a detail page per item — see Core Concepts for what belongs in each.
- 04
Alerts
Everything that needs attention — renewals, expiries and end of life, plus things like non-compliant devices, unused licence seats, leavers' accounts and Microsoft 365 connection problems — grouped by severity (Critical, Warning, Info), with tabs for Open, Acknowledged, Snoozed, Dismissed and Cleared.
- 05
Organise (Structure, Spares, Tags, Groups, Tag Actions)
Structure is a folder tree (sites, departments) for your hardware, licences and certificates. Tags are labels you attach to hardware, licences and certificates. Groups is a read-only view of the Entra groups your Microsoft 365 sync brought in (Growth plan and a connected tenant). Tag Actions turns a tag selection into a scoped mini-dashboard with bulk operations — see Tags & Tag Actions; read-only seats don't see it. Spares only appears once spares tracking is switched on for the organisation. On the Free plan, folders are locked, and so are Add Tag and the Tags page's menus.
- 06
Insights (Analytics, Dependencies, Reports, Security)
Hardware Analytics, Licence Analytics and Certificate Analytics give you breakdowns and drill-downs, and Dependencies shows what relies on what — see "Analytics dashboards" and "Dependencies and impact". Reports is where you generate and schedule branded PDFs, including the Client QBR Pack. Security surfaces Microsoft Secure Score, MFA coverage and admin hygiene once a Microsoft 365 tenant is connected (Growth plan and above).
- 07
MSP (Fleet, Clients)
Shown while your MSP workspace is selected (or, before you've set one up, to an owner on Growth or above) and hidden while you're inside a client. Fleet is the commercial cross-client overview for owners, admins and read-only Users (Users see only their assigned clients); technicians don't get it, and it needs Growth or above. Clients is where you add, link or import managed clients and see which staff reach each one; staff, their roles and their client access are managed in Settings → Members. See the MSP & Multi-Client section.
- 08
Settings
Grouped into Account (Profile, Plan & billing), Workspace (Members, Organization, Custom Data) and Platform (Alerts, Integrations, Activity Logs); Organization, Custom Data, Integrations and Activity Logs are for owners and admins (and a technician inside a client they're assigned to). Your own plan is also under the avatar menu in the top-right → Plan management. Both plan links appear only if you own a workspace, and never inside a managed client — the MSP covers it.