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Dashboard Overview

See everything at a glance

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Overview

The dashboard is not a single universal screen. Manage.Management changes the landing experience based on who you are and what you manage, so the first actions for a director, resident, and management-company user are different.

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Dashboard types in the current product

Director dashboard

Focuses on building setup, issues, finances, documents, meetings, voting, and announcements.

Resident dashboard

Highlights the information residents usually need first: updates, issues, money, documents, meetings, and votes.

Management-company dashboard

Adds portfolio-level visibility, building switching, staffing context, and operational shortcuts.

RTM journey views

RTM-related users can also see RTM progress and, where available, access formation-specific workflows.

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What you can usually expect to find

Management-company navigation is organised into five collapsible sidebar hubs (Portfolio, Buildings, Operations, Money, and Engagement) plus Settings. Related sibling pages (such as Homeowners & Units / Leases, Issues & Requests / Works Orders, Supplier Invoices / Section 20, Budgets / Annual Accounts / Financial Reports, and Settings / Portfolio Setup / Team Management / Integrations) share a clean top-of-page WorkspaceHubTabs pill bar so links are never duplicated in both menus. In Simple Mode, the sidebar streamlines to five core destinations (Dashboard, Issues & Requests, Finances, Documents, and Settings) with everything else tucked neatly under More Options.
A top-level summary gives context for the currently selected building, or for a wider portfolio if you are a management-company user. Press ⌘K / Ctrl+K (or use the sidebar Quick Navigator) to jump across buildings and workspaces, or use the View Full Portfolio / Current Building toggle on Building Safety, Calendar, Issues, and Meetings (with persistent building scope, list filters, and scroll restoration).
Common next steps surface directly from the dashboard, such as building setup, issue reporting, document access, H&S compliance reports, or operational review.
Dashboards surface the current work queue: outstanding issues, recent operational activity, meeting requests, or unresolved resident actions.
The platform uses Atkinson Hyperlegible typography, redesigned high-legibility dark mode, and plain-English leasehold/accountancy tooltips (persisted to your user metadata across devices), while automatic tab updates and a subtle sidebar version indicator keep every open tab on the latest release.

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Role-based differences that matter

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Best use of the dashboard

Use it as a launchpad

The dashboard works best when it sends you into the right operational area instead of trying to replace them.

Check the selected building

This is especially important for management-company users before acting on issues, finances, or communications.

Move from alerts to records

If something matters, follow it through to the relevant issue, document, meeting, or finance entry.

Expect your view to change

Different users in the same organisation will see different cards and shortcuts based on their permissions.
If you are documenting an operational process internally, link people to the destination workspace (Issues, Finances, Documents, Meetings) rather than telling them to stop at the dashboard.