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Open Company Overview to review the overview for your permitted company scope. It brings together available metrics and short lists from portal modules such as Tickets, Devices, Training, Projects, Goals, Reports, and Meetings. Company users see the areas allowed by their MSP. MSP staff can use available company-scope options to review one company or a permitted group of companies.

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Use the overview

Read the Company overview explains the scope selector, metrics, widget links, and missing-data checks. The overview is a starting point. Open the underlying module to review full records, apply detailed filters, or perform a task. It is not a combined editor for every module, and a summary does not grant additional permissions. For a new support request, start with the AI Assistant on Home and follow How to open a ticket.

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MSP administration

Company user accounts, permissions, provider configuration, and account notes are MSP-managed. See change a Company user’s permissions and Users & Roles for access administration.

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Frequently asked questions

Visibility depends on permissions, company scope, enabled integrations, and available data. Ask your MSP to check a missing area.
Only the scope available to the current user applies. Company users do not gain access to other customers from this screen.
Company user administration is an MSP task. A metric or link does not grant permission to manage users.
Check the underlying module when a figure is unexpected. Missing, restricted, or failed data can make the overview incomplete.