The dashboard is the first page after signing in for the Organisation Admin, Access Manager, Credential Manager and Security Monitor. It answers one question: who is holding what, and what needs your attention. Dashboard in the sidebar brings you back to it at any time.
Assigned counts the credentials somebody is holding. Currently assigned sits underneath. A click opens the Access Credentials list, filtered to the assigned ones.
Expiring counts what falls due within the next seven days, with Within 7 days underneath. A click opens the list, filtered to those.
Overdue counts the overdue ones. With none, the line underneath reads All on time; otherwise it names the age of the oldest case in days. A click opens the list, filtered to the overdue ones.
Lost / damaged / stolen counts the open incidents. With none, it reads None reported. A click opens Reports, because an incident is not an assignment status but a matter of its own.
In everyday words, a credential is a key, a card or a transponder.
A key is overdue once its due date has passed, or the access of the person holding it has ended, whichever comes first. The hint on the Overdue tile says the same. So a key with no return date still goes overdue when the holder's end date is reached. Expiring follows the same rule with seven days' notice: the due date or the end of the holder's access falls within the next seven days.
Beside the figures sits the card with the requests that concern you. To decide lists under Waiting for your decision the access requests waiting for your approval: who it is for, which key, when it was raised and by when it is needed. You raised lists your own requests and where each stands. Decided shows what you approved or declined, for 60 days. A row opens the request, and View all requests leads to the page with all of them.
Under the figures sits Credentials needing attention. The table lists the overdue and the expiring credentials and the open incidents, the last changed first, seven rows at most. The columns are Credential, Space, Assigned to, Assigned by, Due and Status. The name under Assigned to opens People. Status carries Assigned, Expiring soon, Overdue, Available, Lost, Damaged, Stolen and Archived. View all credentials with the total leads to the full list. With nothing overdue, expiring or reported, the table reads No overdue keys.
The card Places needing attention appears only when a place in view has no Responsible or no deputy, or when a room whose key needs an approval has nobody who can give it. Each section shows five rows, and View all with the total opens the full page. The Organisation Admin names someone straight from the row.
Someone named Responsible or Deputy for a place sees in the dashboard's header the switch Your places, with their number, and Whole organisation. Under Your places the tiles, the table and the places needing attention count those places only, and a line underneath names them. Whole organisation shows everything.
At the end of the page the block Reports names three reports: Weekly returns, Monthly overdues and Audit export. Reports are run and exported from Reports in the sidebar, see Run and export a report.
Organisation Admin, Access Manager, Credential Manager and Security Monitor see the whole dashboard. The Credential Manager sees no incidents on it: its fourth tile opens nothing, and its table has no lost, damaged or stolen rows.
The Individual role has no dashboard. After signing in it lands on Access Credentials, its own keys.
A person named Responsible or Deputy for a place gets a dashboard of their own: the line naming their places, the decisions card and the places needing attention, read-only. No tiles, no table, no switch.
Someone who only decides requests and is named for no place sees the decisions card alone.
An organisation without a single key sees a welcome page in place of the dashboard, with the three ways to begin: import a plan or connect a system, invite users, or set up by hand. Once keys exist, a button on it opens the dashboard, which shows from then on.
The dashboard shows one organisation. Anyone working in several sees the figures for the one they are in.
The tiles and the table count credentials and incidents. Door events and the state of connected systems are on the access point and integration pages.
