Overview
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The dashboard is the starting point for many users. It provides a high-level view of the workspace and links into major operational areas. The exact cards and metrics shown may vary based on license, role, enabled modules, and installed release.
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Before You Begin
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- Sign in to the workspace.
- Have permission to view dashboard information.
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Requirements
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- Workspace access.
- Module permissions for the cards or actions shown.
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Step-by-Step Instructions
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- Open the OneSuite workspace.
- Review the top-level cards, snapshots, or module shortcuts shown on the dashboard.
- Select a card to open the related module when the card is clickable.
- Use dashboard information to identify areas that need attention.
- Return to the dashboard after completing work in a module.
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Expected Result
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The dashboard displays available OneSuite information and provides quick access to enabled modules.
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Screenshots
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Production screenshots are added only when captured from the current OneSuite release. This article is ready for screenshots, but does not use mockups or placeholder images.
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Tips & Best Practices
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- Use the dashboard for orientation, then move into specific modules for detailed work.
- Do not treat dashboard totals as a substitute for detailed reports when reconciliation is required.
- If a card is missing, check permissions and license access.
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Troubleshooting
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- Card is not clickable: it may be informational only or unavailable to your role.
- Metrics look incomplete: verify records exist in the related module.
- Dashboard loads slowly: contact an administrator to review site performance.
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Related Articles
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- Workspace Overview
- Snapshots
- Search
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Last Updated: July 2026
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