Documentation
The dashboard
The dashboard is the first screen after you sign in, and it is yours rather than ours. Some cards are always there, others you add, and a shortcut card puts one machine, one connection or one page a single click away.
Cards, and who sees which
Every card belongs to a part of the panel, and it appears only for someone who may open that part. This is not a second permission system: the card asks the same question the menu asks, so a member who lost a module loses the card with it, without a word and without an error.
- First steps is pinned. It cannot be moved or hidden, because it is what a brand new account has instead of data.
- Key figures, Infrastructure, Capacity, Updates available, Integrations, Activity and Support access are there from the start. You can move them and hide them.
- Six more cards you add yourself. A card you add never appears on its own on somebody else's dashboard: the layout is per person.
- On an account domain, everything that belongs to billing or platform administration is absent by construction, for the owner as well. A card that needs it is not hidden there, it does not exist.
The cards you can add
Six, and every one of them is an overview rather than a banner. The four lists show the newest first and stop at the number you pick.
| Card | Needs | What is on it |
|---|---|---|
| Agents | agents | Your agents with their connection state and their version, newest first. |
| Servers | servers | Your machines with their status. A member whose access is limited to a few machines sees only those. |
| Integration list | agents | Your connections with their state, and the last error in your own language when there is one. |
| Open tickets | tickets | The most recent tickets with their status. |
| Credit balance | billing | The balance and what it is being spent on. Billing lives on the main host only, so this card does not exist on an account domain. |
| Shortcut | — | One target, one click. This is the only card you may add more than once. |
Rearranging it
Press Customise layout and the dashboard becomes editable. Every change is saved the moment you make it, and everything is reachable without a mouse.
- Add a card from the picker. A card that is already there and cannot be repeated is not offered again.
- Move a card by dragging it, or with the up and down buttons that appear on it. Both write the same order.
- Hiding and removing are never both offered. A card that belongs to the dashboard can be hidden and comes back with Restore default; a card you added yourself is removed outright, because hiding it would be a state that means nothing.
- Restore default puts the dashboard back to the cards everyone starts with, in their original order.
Shortcuts
A shortcut card carries a name and a link, and nothing else. You point it at one of four kinds of target.
- A server, an agent or a connection. You search for it in the picker and only see what you are allowed to see anyway.
- A page of the panel: servers, agents, connections, topology, addresses, plans, images, scripts, activity, tickets, credit or notifications.
- Address pools and plans are not on that list. Those screens are one page with tabs rather than a page per item, so a shortcut to one of them would promise a landing spot that does not exist. The page kind already does that job honestly.
When a shortcut stops working
A shortcut is a reference and not a right, and that has two visible consequences. They look similar on screen and they mean different things.
- You lose access to the part of the panel the target belongs to: the card disappears without a word, and comes back the moment you get access again. Nothing was deleted, and you were not told off for something you did not do.
- The target itself is gone, or has been put outside your reach: the card stays, without a name and without a link, and says that it no longer exists. There is a button to take it away.