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Organizations home page - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Every organization has a home page with an activity feed and a dashboard that provides navigational and informational views of the organization.</p> <p>Below is an example dashboard with a description of the various parts that are included.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/4RA6VOKE86Z3/organizations-dashboard.png" alt="organizations_dashboard.png" class="embedImage-img importedEmbed-img"></img></p> <p><strong>Quick Notes</strong> - Information at a glance. This is a good place to highlight temporary information that you want your tech team to see but not your clients, such as project or staffing updates. Note: Lite users will not see Quick Notes.</p> <p>Clicking on the <strong>Editing Quick Notes</strong> button launches an on-screen editor, so that you can quickly create and save a note. You can add text formatting, embed content, or create tables. Almost anything can be added here, including a URL that users are taken to if they click for details.</p> <p><strong>Recently Viewed By You</strong> - The dashboard will display up to five assets you've recently viewed.</p> <p><strong>Recently Updated</strong> - The dashboard also displays up to five of the most recently updated assets for that organization.</p> <p><strong>Upcoming Expirations</strong> - This part displays any assets that are due to expire, starting with any already expired assets. Click <strong>View all Expirations</strong> to access an expirations list, which you can use to update expirations for different assets.</p> <p><strong>Important Contacts</strong> - Any contacts that have been starred in the Contacts list view are displayed here. By clicking <strong>Add Contact</strong>, you are taken to the Create Contact screen to create and save a new contact.</p> <p><strong>Popular Passwords</strong> - This displays up to five passwords based on the number of times that password has been viewed. By clicking <strong>Add Password</strong>, this will open the Create Password screen to create and save a new password.</p> <p><strong>Locations</strong> - The dashboard will also display up to five of the most recently edited locations. By clicking <strong>Add Location</strong>, this will launch a Create Location screen to create and save a new location.</p> <p><strong>Activity Feed</strong> - Similar to the concept of Recently Updated, the activity feed displays recent activity in the organization. As a Manager or Administrator, you can click <strong>View all activity logs</strong> to go to the activity logs for your account.</p> <p><strong>Sub-Organizations</strong> - Any sub-organizations that have been created for that organization will display here. By clicking <strong>Add Sub-Organization</strong>, you are taken to the Create Sub-Organization screen to create and save a new sub-organization.</p> </article> </main>