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.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.
What you can usually expect to find
Building or portfolio summary
Building or portfolio summary
A top-level summary gives context for the currently selected building, or for a wider portfolio if you are a management-company user.
Action-oriented shortcuts
Action-oriented shortcuts
Common next steps surface directly from the dashboard, such as building setup, issue reporting, document access, or operational review.
Open work and activity
Open work and activity
Dashboards usually surface the current work queue: outstanding issues, recent operational activity, meeting requests, or unresolved resident actions.
Money, meetings, and communications context
Money, meetings, and communications context
Depending on your role, you may see financial summaries, upcoming meetings, active votes, or recent building announcements.
Role-based differences that matter
| Role | Typical dashboard emphasis |
|---|---|
| Directors | Building setup, governance, issue oversight, finances, documents, and operational quick actions |
| Leaseholders / shareholders | Personal property view, current building updates, money, meetings, votes, and issues |
| Management companies | Building selector, portfolio context, team-led actions, and cross-building operations |
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.