The Organisations dashboard gives Account Owners and Administrators an at-a-glance view of every Organisation they manage. See current request activity, subscription details and connection status in one place, and tailor the view to what matters most.
Please note: The Organisations Dashboard displays only the Organisations where you have the Administrator or Account Owner role. If you hold any other role, you will not see those Organisations listed in the Dashboard.
Please note: The Organisations dashboard is currently available in beta. If you would like to enable this feature, please contact us.
This is how you set up your dashboard columns
Open Organisations dashboard in the main navigation panel:
Click on Setup columns:
Tick the columns you want to see and click on Apply to save:
Once set, you can click on any column header to sort them in ascending/descending order. You can also use the Search bar to find a specific Organisation by name:
You can also add a new Organisation directly from the Organisations dashboard. Simply click on + Add new Organisation and follow the standard onboarding flow to connect it:
To manually refresh the dashboard data, click on Update. The timestamp will show when the dashboard data was last refreshed: