Overview
The workspace dashboard gives users a starting point for daily work. Depending on your permissions and installed modules, it may show module cards, status indicators, quick links, snapshots, or areas that summarize the health of your business workflows.
Before You Begin
- Log in to the workspace.
- Confirm your role includes access to the modules you expect to manage.
Requirements
- Workspace access.
- Permission to view dashboard content.
Step-by-Step Instructions
- Open the OneSuite workspace.
- Review the main dashboard cards and summary areas.
- Select a card to open the related module.
- Review any license, connection, or setup notices that appear.
- Use the dashboard link to return after completing work in a module.
Expected Result
The dashboard should act as the central launch point for the modules and actions available to your role.
Screenshots
Production screenshots appear here only after approved OneSuite captures are attached.
Tips & Best Practices
- Review the dashboard at the beginning of each work session.
- Treat warnings or connection notices as setup items that should be resolved.
- Use dashboard cards to guide new users toward their most common workflows.
Troubleshooting
- If dashboard cards are missing, your user may not have permission for those modules.
- If a card opens a restricted screen, ask an administrator to review your role.
- If status cards look outdated, refresh the page and verify connected services.
Related Articles
Last Updated: July 7, 2026