Use the dashboard
The dashboard at /dashboard is the first authenticated overview of Customer Portal. Portal core supplies the layout; installed feature layers contribute the actual widgets. What you see therefore depends on the active organization, its enabled capabilities, and your role in the work.
Check the organization context
Before acting on a dashboard item, confirm the active organization in the portal header. Switching organizations changes the capabilities and tenant-owned records available to the dashboard.
A widget may disappear after a switch when the destination organization does not enable that feature or your membership does not carry the required capability. This is expected role-aware behavior, not a missing global record.
Read the dashboard areas
Portal core orders contributions into three areas:
| Area | Purpose |
|---|---|
| Attention | Reviews, approvals, and other work waiting for action |
| Main | Current operational work and frequently used summaries |
| Aside | Supporting context and compact overviews |
Features choose an area, relative order, and full, half, or third width for each contribution. Portal core combines them into one responsive page without requiring feature-specific imports in the dashboard itself.
Timesheets and invoice widgets
The production timesheets layer contributes only the cards your current capabilities permit:
- My week for people who can enter time;
- Internal approvals for assigned internal approvers;
- Client approvals for client reviewers;
- Supplier timesheets for people allowed to view supplier work;
- Sales invoices for invoice administrators;
- Received invoices for organizations with client invoice access.
Open a card to continue in the corresponding workflow. Counts and visibility refresh when the active organization changes. Use Record and submit time, Approve timesheets, or Create and manage invoices for the complete task flow.
Service-request widgets
The service-request layer contributes an overview of active, resolved, and recently updated requests. Organization owners, organization administrators, and system administrators also receive an attention card for requests that need management.
Use New request from the overview or open a recent item directly. Continue with Use service requests for status changes, search, and administrative actions.
Missing or failed widgets
When no installed feature contributes a widget for your current context, the dashboard shows an empty state. Check the active organization and ask an organization administrator whether the expected workspace capability is enabled.
Each contribution is isolated by an error boundary. If one card fails, the rest of the dashboard remains available and the failed card offers Retry. A repeated failure usually points to that feature's API, permissions, or organization configuration; capture the affected organization, role, and request before following Troubleshooting.