Dashboard overview

The dashboard is your home after logging in. Here is what you see and how to get around.

Layout

The app has a left sidebar for main navigation (Dashboard, Workspace, Inbox, Issues, Schemes, Suppliers, and your profile/settings). The top header shows the current organisation and quick actions. The main area shows the dashboard content or the section you have selected.

Dashboard content

• Metrics — High-level counts or cards (e.g. open issues, schemes) for your active organisation.
• Issues — Recent or open issues so you can jump into maintenance and follow-up.
• Inbox — Email and AI-processed items; the assistant can help triage and respond.
• Schemes — List of schemes; click through to manage lots, committee, bylaws, documents, and more.
• Quick actions — Shortcuts to create a scheme, add an issue, or other common tasks.

Switching organisations

If you belong to multiple organisations, use the organisation switcher in the header to change the active organisation. The dashboard and data shown will update to reflect the selected organisation.

Next: Your first scheme to create a scheme and add basic details.