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The Company Overview puts a company’s key numbers and short lists on one page. It pulls from modules such as Tickets, Devices, Training, Projects, Goals, Reports, and Meetings. Company users see the areas their MSP allows. MSP staff can review one company or a permitted group of companies.

Open it

1

Click Overview

Click Overview in the Planning section of the sidebar.
2

Choose a company (MSP staff)

Use the company selector in the top bar to pick Global View, Assigned Companies, or one company.
3

Follow a card or widget

Click a summary card or View All on a widget to open the full module.
The overview is a starting point. Open the module to see full records, filter in detail, or make a change. A summary never grants extra permissions.

Guides

Read the Company overview

Choose a scope, read the metrics, and follow widget links.

Company audit

MSP staff: check setup and configuration drift across companies.
For a new support request, start with the AI Assistant on Home and follow How to open a ticket.

MSP administration

Company user accounts, permissions, and provider setup are managed by the MSP. See Change a Company user’s permissions and Users & Roles.

Troubleshooting

Frequently asked questions

Widgets depend on permissions, company scope, connected integrations, and data.
No. It shows the scope available to you. Company users do not gain access to other customers.
No. Company user administration is an MSP task.
No. Check the module when a figure is unexpected. Missing or failed data can make the overview incomplete.