How the Dashboard Is Organized
The three levels of the menu and the difference between your global view and that of a single organization.
Everything in Plenit is navigated from a side menu structured in three levels.
It is not an aesthetic detail: each level answers a different question — what do I have in total, what services are there, what is happening in this organization — and understanding them saves you from going around trying to find where everything is.
The three levels
1. Home — your global view
It is the overall picture of everything yours, aggregated across all your organizations. It brings together:
Overview — your entry point, with an overview of your activity and your counters for organizations, subscriptions, and users.
Organizations — all the organizations you manage, where you also create new ones. Their management is documented in its own section, Organizations.
Subscriptions — all subscriptions, adding yours and your clients'.
Users — all users, yours and your clients'.
Events — the activity and access log.
2. Cloud Services, Marketplace and IT Management — the services
It is the layer of Plenit services, with a cross-cutting view of what you have contracted and what you can contract. From here you access the catalog (Servers, Remote Desktop, Disaster Recovery, storage, and more), the Marketplace, and IT Management.
3. Organization — a single organization
It is the level limited to the organization you have selected. Here you manage, only for that organization: its Subscriptions, Users, Customization, Profile, Contacts, Events and the Partner Zone. Each of these sections is documented in its own section.
📘 Your account, always at hand
Apart from the three levels, your account is always accessible from the user menu, in the lower-left: from there you open My Profile, change the theme (light or dark), and log out.
Global view versus organization view
The fundamental difference between Home and the level Organization is the scope: how much of what you see it covers.
Scope
All your organizations at once
Only the selected organization
What you see
The total of your organizations, subscriptions, users, and events
What belongs to that organization
When you use it
To get the overall picture and jump between organizations
To work in depth within a specific company
That is why there are sections that appear in both places —Subscriptions, Users and Events—: they are not duplicated; they show the same thing with different scope. For example, in Home > Subscriptions you can see all the subscriptions of all your organizations at a glance; if you enter a client's organization, you only see theirs.
To switch organizations, use the Organization selector selector in the side menu.
🚧 Warning: there are two places called "Organizations"
It is the most common confusion. They are not the same:
Home > Organizations — the management: you view and manage all your organizations and create new ones. We document it in its own section, Organizations.
My Profile > Organizations — the personal: you check which you belong to and with what role.
Quick rule: to manage organizations, go to Home (section Organizations); to orient yourself and see your role, go to My Profile.
Next steps
Dive deeper into how yours and your clients' are separated in Your resources and those of your clients.
Get to know your personal space within the dashboard in My Profile.
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