Dashboard

The Dashboard is the first page you see after signing in to the Admin Portal. It summarizes the items that need your attention and recent delivery activity.

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Summary cards

Card	Description	Required permission
Active Customers	The number of active customer companies.	Customer details
Pending Approvals	The number of requests awaiting your decision. For Super Admins, all pending requests. An ACTION REQUIRED label appears when requests are waiting.	None
Documents Shared	The number of files you have shared that are approved and still available to customers.	Shared Data

Approval Queue

The Approval Queue lists up to five requests awaiting your decision, with the current stage of each. For Super Admins, the queue includes the newest pending requests across VDP.

Label	Meaning
Pending Level N	Awaiting approval level N
Pending Final	Awaiting the last approval level. A single-level workflow shows Pending Final immediately.

Click Review to open a request. For details, see Review Approvals.

Recent Shared

Recent Shared lists your five most recent file shares and their status. It requires the Shared Data permission.

Status	Meaning
Delivered	Approved and available to the customer
Sent	Submitted and awaiting approval
Rejected	Not approved

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Navigation

Menu item	Description	Guide
Dashboard	Summary of activity	This page
Customers	Customer list, onboarding and customer details	Manage Customers
Approvals	Requests awaiting your decision	Review Approvals
Shared Master	All files delivered to customers	Shared Master & Revoke
Administration
Users	Admin Portal user accounts and invitations	Users
Group	User groups and permissions	Groups
Approvals Workflow	Approval workflow configuration	Approval Workflows
Audit Logs	Activity history	Audit Logs
Support	Customer support tickets	Support Tickets

TIP

The menu shows only the pages your role and group permissions allow. See Roles & Permissions.