Dashboard
Your home screen - an at-a-glance overview of cases, announcements and recent activity, personalised by role.
The Dashboard is the screen you land on after signing in. It summarises what matters in the currently selected workspace and links into the detailed sections.
What's on it
- Recent announcements - the latest published and pinned announcements, with their priority.
- Case tiles - counts and shortcuts for cases. What you see depends on your role (see below).
- Recent activity - the latest changes relevant to you, so you can pick up where things moved.
What each role sees
The dashboard is personalised by role:
- Member - recent announcements and a shortcut to their own cases. No triage tiles.
- Agent - adds an "assigned to me" view so support staff can jump straight to their queue, plus the cases in the categories they cover.
- Admin / Owner - adds an "unassigned cases" signal for the whole workspace and shortcuts into the admin panel.
All dashboard tiles respect the case-visibility rules from Roles & permissions: a Member's counts only ever include their own cases.
Tips
- Switch workspaces from the top bar to see another workspace's dashboard - counts and lists always reflect a single workspace.
- Use the dashboard as a daily starting point: check announcements, clear your assigned queue, then dive into specific sections from the sidebar.
- Spot something that needs reporting? Cases → Create new case is one click away, or just describe the problem to the AI assistant.
Roles & permissions
The four workspace roles, the super-admin flag, and a complete permission matrix across every feature.
Cases (incidents)
File, track and resolve support tickets - statuses, priorities, SLA targets, the agent workspace, auto-triage, AI assist, comments, attachments, the activity timeline and reopening.