Dashboard Tour

Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.

Use The Sidebar

Use the sidebar to move between panel areas. Select the sidebar control in the header to open or close the sidebar.

Area	Pages
Main Navigation	Home, Services, Requests, Support, and Billing
Analytics	Reports
Integrations	API Center and Form Center
Account	Brand, Email Templates, and Settings

Search From The Header

The search field appears on medium and larger screens. You can search by client name, client email, plan, VPS IP address, service number, trading account number, or request number.

1. Select Search for services, clients, or requests.
2. Enter the search value.
3. Select a result under Services, Trading Accounts, or Service Requests.

The panel opens the related service page. Select Search all services for at the bottom of the results to open the Services page with your search value.

Press Ctrl+K or Command+K to move focus to the search field. Press Escape to close the results.

Review Alerts

The bell badge shows the number of visible alert types. One alert type can contain more than one item.

Alerts can include:

• Pending Requests for new services, upgrades, downgrades, cancellations, reverts, or welcome emails.
• Unpaid Invoices that require payment.
• Support Ticket Updates with new replies from support.

The dashboard can also show an Action Required banner for pending requests. Select View to open pending requests. Select Dismiss to hide the current banner.

Read The Summary Cards

Four cards show a current dashboard summary.

Card	Information and link
Services	Shows the active service count. It also shows new services for the current month when the count is not zero. Select Active Services to open active services.
Requests	Shows the pending request count. Select Pending Requests to open pending requests.
Invoices	Shows the unpaid invoice count. Select Unpaid Invoices to open Billing.
System Status	Shows the current platform status.

Review Recent Services

The Recent Services panel shows up to five of the newest active services. It lists the created date, client name, client email, plan, and actions.

• Select Manage to open a service.
• Select View All Services to open the Services page.
• If no services exist, select Launch Your First VPS to start a new VPS request.

The Pending Requests panel shows up to 15 pending requests. Each entry shows the submitted date, request type, and client name.

• Select a request to open its details.
• Select View All Requests to open all pending requests.

Use Quick Actions

Select Quick Actions near the welcome message to open these actions:

• Create New VPS
• Upgrade/Downgrade VPS
• Cancel VPS
• Generate Report
• Support

Read News And Updates

The newspaper badge shows the number of unread news items. Select the newspaper control to open News & Updates.

Each item shows a title, description, and publication date. Select an unread item to mark it as read. Select Mark all as read to clear all unread news items.