DocsUser GuideDashboard Overview
Dashboard Overview
Your command center for bervice. Find recent items, activity, storage usage, tasks, and security insights at a glance. Use the left navigation for sections and the top bar for global search and quick actions.
Main Areas
- Top Bar: Global search, quick add, account menu.
- Left Nav: Items, Files, Spaces/Vaults, Tasks, Activity, Settings.
- Content Pane: Widgets for recents, audit, and usage.
- Right Panel (optional): Item details, version history, sharing.
Quick Actions
- Ctrl/⌘ + K: Open command palette
- N: New item/file
- /: Focus search
Recent Items
Last viewed or updated secrets, notes, and files.
- Pin frequently used items
- Open in side panel to preview safely
Security Audit
Weak/reused passwords, missing 2FA, exposed items.
- Rotate flagged credentials with the generator
- Store TOTP alongside logins
Storage & Usage
Plan quota, cache size, and large files.
- Compact database / clear previews
- Upgrade or manage seats if nearing limits
Activity Feed
Edits, shares, version restores, team joins.
- Filter by space, actor, or event type
- Export to SIEM via webhooks
Tasks & Automations
Credential rotations, reviews, scheduled exports.
- Create recurring checklists
- Trigger actions from webhooks
Sync & Health
Connection status, queue length, last sync.
- Toggle sync; view pending uploads
- Open logs for diagnostics
Global Search & Command Palette
Search
- Search titles, fields, and notes (encrypted index local-first)
- Filters: type, space, tags, last updated
- Open in side panel for quick preview
Commands
- Create item/file, start share, copy fields
- Navigate: go to space, open settings
- Developer: open logs, export debug bundle
Customize Your Dashboard
- Reorder or hide widgets per profile
- Choose compact vs. relaxed density
- Dark/light theme, high-contrast mode
Team Views
- Org-wide activity (Admin)
- Space-level usage and seat allocation
- Pending invites and role changes