What the dashboard is for
The dashboard is where you see how the current workspace is doing and change its settings, your own notification emails and your account. Everything on it except your name and your account applies to the workspace you are in; switch workspaces first to see another one.
To open it, click your name at the bottom of the left sidebar and choose Dashboard, or point at your name and click the gear icon that appears next to it.
The tabs
The menu on the left has three groups. On a phone, open it with the menu button at the top of the page.
- Overview: your plan, an activity chart and your library at a glance. See below.
- Account: your account settings, including deleting your account. See below.
- Notifications: which emails you get from this workspace, and how often. See Notifications and visit briefs.
- Workspace: create, switch, rename, reset or delete workspaces. See Teams and workspaces.
- Members: the people in the workspace and its invite links. See Teams and workspaces.
- Recently deleted: deleted documents, projects and links, kept for 30 days. Owners and admins can restore them until then. See Managing your documents.
- Usage: your credits and every run that used them, with a Date range of 1d, 7d or 30d.
- Automations: what the AI does on its own (for example Summarize every upload), and what each run costs.
- Limits: the On-demand limit, which turns on-demand credits on or off and caps them (monthly Pro only).
- Billing & Invoices: your plan, upgrading, cancelling and invoices. Owners and admins manage billing.
For credits, automations, limits and billing, see Credits and plans.
Contact Us, at the bottom of the menu, shows how to reach support. See Contact support.
Overview
- Plan shows the workspace's plan. On Free it has meters for Docs (shared documents), Projects and Members, plus your PDF storage, and an Upgrade to Pro button. On Pro it shows when the plan renews and Manage subscription.
- All docs activity is a chart of the last 30 days (UTC) with four lines: Uploads, Docs created, Unique share views and Share downloads. It covers the full 30 days on every plan.
- Under it, Pages viewed, New docs and Share views for the same 30 days. Pages viewed and share views count views on documents created in that window.
- Library counts your Active docs, Projects and All-time views.
- Agents shows whether an agent is connected to this workspace, how many Tools an agent can use, how many of them Ask you first, and how many active Keys the workspace has. Its links are See every tool and what it does, Connect an agent (Manage keys once one is connected) and Setup guides. See Connect your agent.
For the full numbers per document and per link, see Analytics. For a feed of everything that happened, see Activity.
Change your name
Your name is shown at the top of the dashboard menu, with your email and the current workspace under it.
- Click the pencil icon next to your name (Edit name).
- Fill in First Name (required) and Last Name (optional).
- Click Save.
Your name changes everywhere in the app straight away. It is your name in every workspace you belong to.
Account
The Account tab has three cards:
- Email preferences: these moved to the Notifications tab. Open Notifications takes you there. Email settings are per workspace, so set them in each one.
- Start fresh instead: if you only want to clear a workspace's documents, links and their history, you don't need to delete your account. Open Workspace takes you to the Workspace tab, where the owner can choose Manage…, then Reset workspace data…. Your account and the workspace stay.
- Delete account: permanently deletes your account and its data.
Deleting your account
Click Delete account on the Account tab. Giving a reason is optional. To confirm, type delete my account and click Delete my account, or Keep my account to back out.
- You are signed out straight away, your agent keys stop working, and share links in workspaces only you belong to stop opening.
- Workspaces you share with other people carry on without you.
- Your data is kept for 30 days in case you change your mind, then removed for good.
What happens to a Pro subscription, and how to change your mind, is in Privacy and security.