Dashboard is the page the Console opens after sign-in, and it puts what waits on you first: one Needs attention list, ranked by urgency, with an action on each row. Below it come your key figures, the health of the services your work depends on, what changed since your last look, and the saved views you pinned. Most rows link to, or open, the screen where the work is done.
Two controls act from Dashboard itself. Register identity submits after your wallet verification, and “Clear all” dismisses failed submissions without retrying them.
Each panel shows only what your roles allow, and each panel loads on its own, so one slow or failed read never holds back the others.
The operator view of Dashboard shows the key figures strip and the “Needs attention”, “System status” and “Since you last looked” panels.
The header holds the “Issue asset” button. Below it, the key figures strip shows “Assets under management” and the other figures the user's roles reach. Each figure shows its change over 7 days, and here every figure reads “No prior 7 days yet”, because none has a value greater than zero from 7 days before to compare against. “Needs attention” and “System status” sit in the left column, and “Since you last looked” fills the right column. “Pinned views” and “Your holdings” follow further down.
Steps
Check which view you have
Dashboard picks its view from the roles you hold on your organisation's system, the set of platform contracts it runs on the selected network. A system role is an organisation-wide permission such as permission manager, asset manager, identity manager, verification issuer, compliance manager or gas manager. Holding tokens is not a system role.
Working as sets whose data and authority the Console uses, so switching participant can change which view you see. While you work as a person or a shared account other than yourself, Dashboard is scoped to that account and shows the holder view for its portfolio. A shared account has the kind Multisig wallet in the Console. Working as an organisation keeps the operator view, because the organisation is the account.
The header carries an Issue asset button when you may create assets. It opens the asset designer, which Issue a new asset describes. When the right to create assets sits on another of your wallets, the button is greyed out and says why.
Work through Needs attention
One list gathers everything that waits on you. Each row carries a severity label, and the list is sorted by it, most urgent first: “Unavailable”, “Blocked”, “Needs review”, “Approval”, “Pending”, “Invitation”. The count beside the panel title, such as “3 pending”, adds up what waits, so a row for 3 actions counts 3. With nothing waiting, the panel does not show at all.
The row for actions counts the rows in Needs you on Actions, apart from filing approvals, which have their own row. It names up to two of those same rows, claims first, and ends with “and 1 more” when there are others, so an action that waits on someone else is neither counted nor named. A withdrawal destination to review is named by its customer, the same name Actions shows, or reads “Review withdrawal destination” when no name resolves. A link control shows only when you can open the page it points to.
Fund wallet opens a dialog titled with the wallet's name. It says “Confirm the network, then send the amount shown to the address.” Send that amount of the network's gas token to the address from a wallet you control. How a paying wallet is funded is set on the transaction funding settings, which Transaction funding covers.
A low-gas row names the wallet by its contract name, or by the role its funding request funds when the wallet has no name.
While a paying wallet is low on gas or a funding request is open, Dashboard reads wallet balances and funding requests again every 30 seconds, without a reload. The platform's indexer records native balances on its own schedule, so a funded wallet's row can stay until the indexer records the new balance. Once no wallet is low and no request is open, Dashboard stops these reads, and a wallet that runs low after that gets its row the next time you open Dashboard.
A row for a failed submission names the latest failure and up to two others, with a count of the rest. Review submissions opens the Submissions tray on the entries that need review. “Clear all” acknowledges every failed entry and removes the row without retrying anything.
Read your key figures
The operator view opens with one figure for each role that has one. Each figure opens the page that lists its records.
Each figure shows its change over the last 7 days under the value, and a trend line to its right. Pointing at the line gives the date and value of a point. A figure that started the 7 days at zero shows that there is no prior period instead of a percentage. A figure whose read fails shows “Unavailable” with Try again. On a phone the strip scrolls sideways.
The holder view opens with “Portfolio value”, “Available” and “Unrealized gain” instead.
Available is the value you can move now, without frozen and locked balances, and it names the amount that is frozen or locked.
Unrealized gain is the current value minus each holding's cost basis, with its percentage on that cost. Portfolio explains how these are valued.
Check System status
System status shows the health of the services your work depends on. Each row links to its detail page, and every row's badge uses one of five words: “Healthy”, “Attention”, “Critical”, “Unknown” or “Not needed”.
When the indexer falls behind or is rebuilding, an organisation owner or platform administrator also sees a finding above the key figures. It reads “Figures are behind the chain” or “The indexer is rebuilding”, names the block it has reached, and offers View status. The finding leaves on its own once the indexer catches up.
A failed read of wallet gas or transaction funding shows once, on its “System status” row with Try again, and adds no row to “Needs attention”.
See what changed since you last looked
The panel covers the events since your previous visit to Dashboard and says when that was, for example “Last looked 2 hours ago”. Coming back within 30 minutes counts as the same visit, so a reload or a second tab does not reset it. On your first visit, the panel covers the last 7 days.
Above the events, the panel counts supply moves, new holders, corporate actions, settlements and filings, and each count links to the page that lists them. The supply, holder, corporate action and settlement counts cover only changes that involve one of your wallets, the same events Activity lists, and each says so, such as “19 supply moves involving you”. The asset activity chart on Asset insights shows system-wide totals, so a mint another member signed to someone else's wallet appears there but not here.
These counts cover the newest 200 such changes in the window. Past that, each reads as a floor, such as “180+ settlements involving you”. The filings count covers your organisation's filings and shows only to someone who may read reporting.
The panel then lists the latest events, five on a wide screen and three on a phone. Each line names the event, the wallets it moved between, with “You” for your own wallets, an “Amount” on the right when the event moves a value, and when it happened. Events that belong to one transaction share one line, labelled with the most specific event. See all activity opens Activity. With nothing new, it says “Nothing changed since you last looked.”
Use pinned views and your holdings
Pinned views shows the saved views you added to home, in your order, each read again with the access you hold now and with an “Open view” link. “All saved views” opens the full list. With no saved views at all, the panel is not shown. With saved views but none pinned, the panel says “No saved views on home yet” and “Add a saved view to home to see it here.”
To pin one, open the view's actions and choose Add to home, as Saved views explains.
In the operator view, Your holdings lists your three largest holdings with their balance, price, value and share of the total, to one decimal place (for example “23.0%”), then “and 4 more holdings” and “Open portfolio”. It shows only once your identity is registered and you hold something.
Read the holder view
The holder view puts your portfolio first. Change in value charts your portfolio value over 7 days, 1 month or all of its history, and “Allocation” splits the value by asset class, largest first. Each row names the class the way the Console sidebar does, with the number of holdings, the amount in your base currency and the share of the total. The amounts add up to the portfolio value.
Upcoming events lists your dividend payments and fixed income coupons due in the next 30 days, through the end of the thirtieth day in UTC, at most 10, and is not shown when nothing is scheduled. With no holdings, one Portfolio card reads “You hold no assets yet.” with “Browse offerings” when you can open Invest.
Before your identity is registered, the holder view shows Get ready to invest instead of the portfolio panels. It lists two steps: “Verify your identity”, which you complete from your profile, and “Identity review”, which your identity manager completes. The card leaves once the identity is registered.
Troubleshooting
A row reads Couldn't load followed by a source
Signal: “Needs attention” shows an “Unavailable” row such as “Couldn't load your actions.” Cause: the read behind that row failed, and Dashboard shows the failure rather than an empty list that would look like nothing waits. Fix: choose Try again. If it fails again, open the page the source belongs to, such as Actions, to check it directly.
You expected the operator view but see your portfolio
Signal: Dashboard opens on Portfolio value and the holder panels. Cause: the active participant holds no system role on the organisation's system for the selected network. Asset roles, such as custodian on one asset, do not count. Fix: check which participant you work as and which network is selected, then ask a Permission manager to grant the system role you need, as Roles and segregation of duties describes.
A key figure or status row you expected is missing
Signal: a figure such as Identities, or the Trusted issuers row, does not show. Cause: each figure and row belongs to one role, listed in the tables on this page, and the Indexer row shows only to an organisation owner or platform administrator. Fix: confirm the role is granted on the organisation's system for the selected network.
A wallet is low on gas but no row shows
Signal: you know a wallet is short of gas, but “Needs attention” has no row for it. Cause: low-gas rows cover only your own wallets that pay their own gas on the selected network, and only in the operator view. A network that charges no gas, or whose gas a paymaster sponsors, raises no low-gas row. A paymaster is a contract that pays fees on your wallet's behalf. Fix: select the network the wallet uses, or, as a permission manager, gas manager or system manager, open the Transaction funding row of System status to see the funding status of each network.
A figure says there is no prior period
Signal: a key figure shows no percentage change and no trend line. Cause: the figure started the 7 days at zero, so there is nothing to compare against, for example on a system younger than 7 days. Fix: wait. The change appears once the figure has a value at the start of a 7-day window.