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Open Company Overview from the sidebar. Your portal may label this entry Overview or Company. Review the overview for your permitted company scope. Use it to spot an area to investigate, then open the relevant module for its complete records and actions. Audience: Company users and MSP staff. The controls and data shown depend on the user’s access.

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Check the company scope

  1. Read the page title and current company selection before interpreting the figures.
  2. If a company selector is available, choose the company you intend to review.
  3. MSP staff with access can use Global View or Assigned View for an aggregate overview. These views still respect the user’s accessible companies.
  4. If your permitted scope includes a parent company and its children, check whether parent mode is selected. Its overview can combine those companies.
A Company user should ask their MSP about missing company access. Changing a URL, following a link, or reading a guide does not grant access to another company.

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Read the summary metrics

Available metrics can include devices, expired or soon-expiring warranties, open tickets, upcoming meetings, customer satisfaction, active projects, training progress, users, and incomplete goals. Select a metric to open the relevant module. Check that module’s company scope and filters: the destination is not always filtered to the exact condition in the metric. For example, a warranty metric opens Devices, where you can investigate the relevant warranties. User-administration metrics and staff controls are not a way for Company administrators to manage users. Your MSP manages that access.

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Use the widgets

Widgets show a short selection of records, not a complete list. Use View all when available to open the full module. A widget’s count can be larger than the number of preview rows. Widgets appear independently based on module permission, integration, and data. Their arrangement can change when some are absent or reduced to a compact empty state.

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Staff account notes

In an individual company view, permitted MSP staff can see Account Notes with recent notes or QBR entries. View all opens the company’s notes settings. An entry linked to a meeting opens that meeting; another note can open the notes area. Account notes are internal staff content. They are not Company-facing shared documents, and this widget does not give Company users access to them.

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Check an unexpected result

If a count looks wrong or a widget is missing:
  1. Confirm the company or aggregate scope.
  2. Open the underlying module and check its filters and available records.
  3. Check whether the relevant integration or source data is available.
  4. Ask your MSP to check permissions, synchronization, or a load failure if the mismatch persists.
The overview can be incomplete when data is unavailable. Do not treat a zero, empty widget, or favorable color as proof that every underlying system is healthy. Likewise, a missing widget does not prove the product lacks that capability.

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Frequently asked questions

Widgets show a short preview. Use View all for the full module and review its filters and pagination.
Summary links can open the module with company context without applying that metric’s condition. Set the relevant filter in the destination module.
Aggregate enrollment management requires additional permission. Readers without it can be redirected to their own My Training view.
It is summary information for the displayed company scope. Use Training > My Training for your own enrolled courses and progress.
Open the item’s underlying module and use the actions permitted there. The overview itself is a set of summaries and shortcuts.
The Account Notes widget is for permitted MSP staff. Use shared Documentation for Company-facing material.
Start with the AI Assistant on Home. See How to open a ticket. Tickets > New Ticket is the alternative form workflow.
No. The overview contains selected module summaries. Use the sidebar and product guides for other available areas.