Organizations home page

Every organization has a home page with an activity feed and a dashboard that provides navigational and informational views of the organization.

Below is an example dashboard with a description of the various parts that are included.


Quick Notes - Information at a glance. This is a good place to highlight temporary information that you want your tech team to see but not your clients, such as project or staffing updates. Note: Lite users will not see Quick Notes.

Clicking on the Editing Quick Notes button launches an on-screen editor, so that you can quickly create and save a note. You can add text formatting, embed content, or create tables. Almost anything can be added here, including a URL that users are taken to if they click for details.

Recently Viewed By You - The dashboard will display up to five assets you've recently viewed.

Recently Updated - The dashboard also displays up to five of the most recently updated assets for that organization.

Upcoming Expirations - This part displays any assets that are due to expire, starting with any already expired assets. Click View all Expirations to access an expirations list, which you can use to update expirations for different assets.

Important Contacts - Any contacts that have been starred in the Contacts list view are displayed here. By clicking Add Contact, you are taken to the Create Contact screen to create and save a new contact.

Popular Passwords - This displays up to five passwords based on the number of times that password has been viewed. By clicking Add Password, this will open the Create Password screen to create and save a new password.

Locations - The dashboard will also display up to five of the most recently edited locations. By clicking Add Location, this will launch a Create Location screen to create and save a new location.

Activity Feed - Similar to the concept of Recently Updated, the activity feed displays recent activity in the organization. As a Manager or Administrator, you can click View all activity logs to go to the activity logs for your account.

Sub-Organizations - Any sub-organizations that have been created for that organization will display here. By clicking Add Sub-Organization, you are taken to the Create Sub-Organization screen to create and save a new sub-organization.

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