This article will introduce you to the Dashboard in BetterCloud. The Dashboard provides an extensive overview of your domain across all of your connected applications as soon as you log in to BetterCloud.
You will have instant access to your domain’s critical Alerts and Workflow executions, and also the ability to view your key file and user metrics when you log into BetterCloud.
The Integrations card within the Dashboard will indicate by color what your current total integration status is on your BetterCloud instance.
Green: This status indicates all integrations are successfully connected in your BetterCloud instance.
Yellow: This status will help you instantly know when an integration has been suspended or disconnected from your Instance. The “Go To Integrations” link redirects you to the Integration Center to help reconnect your integration(s).
The Active Users card at the top of the Dashboard will give you a quick glimpse into how many total users are currently active or assigned Admin privileges per provider.
The Files card in the Dashboard will allow you to view how many files are currently Public, Shared Externally, or Internal. This card will also give you an option to view the total number of Assets on your domain.
More on the Dashboard
The large card in the center of the Dashboard gives you quick access to all of your unread triggered alerts, users per integration, files on your domain in each applicable integration, and triggered Workflows.
Unread Alerts - This section of the Dashboard card will allow you to view the most recent Alerts that have triggered on your domain and severity of each Alert. Please note: In order for the triggered Alert to be removed from this card, it will need to be viewed from the Triggered Alerts page.
Users - The Users tab within the center card on the Dashboard will quickly show you a total count and distributed number of all users across all of your integrations.
Files - The Files tab in this Dashboard card will give you a quick breakdown of the number of files and total files across all of your integrations, and an option to view the files by size.
Workflows - The last section of this card, the Workflows tab, will help you quickly assess whether their active Workflows have completed successfully, failed, or completed with errors. You can also view the Workflow Report directly from this card by pressing on the corresponding link.
Trends and BetterCloud Updates
The Trends and BetterCloud Updates card in the Dashboard displays the most current triggered alerts with a corresponding count of the amount of times an Alert has triggered, and the most recent BetterCloud Updates.
Please note: Only the results from the Triggered Alerts page will appear in the drop-down menu option for the alerts under the Trends tab. (i.e. If no alerts have triggered in the past 7 days, the option will not appear for selection in the drop-down menu.)
Metrics by Instance
On the top right-hand corner, you will see a drop-down option called “Show All Instances”. This drop-down menu that will give you the ability to filter the Dashboard by integration. Once the desired integration has been selected, the Dashboard will update and display data only from that selected integration. This allows you to have an even closer look into the centralized information, alerts, and updates for each integration on your BetterCloud instance.
The Dashboard is always accessible by clicking "Dashboard" on the left navigation menu or the "BetterCloud" logo on the top left corner of the page.
Access to the Dashboard
Super Admins will have full access to all cards and sections within the Dashboard, however, if you are an End User with limited access on a Role Based Privilege, certain cards will be removed from your Dashboard view.
If the user is missing any access to the cards listed in the top row, the entire row will be removed from their view in the Dashboard. The minimum permission needed for this Dashboard is “view” in the role-based privilege configurations. Here’s an example of this limited end user Dashboard view: