Dashboard

The Dashboard is the page you land on after signing in to the Athenty admin portal. It is designed for quick situational awareness: a single screen that tells you what is pending, what changed recently, and what needs a human decision today.

Anatomy of the page

1. Status banner

When something is off — a plan limit reached, a billing problem, an active platform incident affecting your tenant — a coloured banner appears at the top of the dashboard with a one-line summary and a link to act on it.

2. Greeting and Quick Actions

The greeting changes by time of day and addresses you by first name. Immediately to its right, the Quick Actions menu lets you start the most common workflows without navigating away:

• Start a new Verification (Smart IDV or Smart KYC)
• Send a new Envelope
• Open the Smart Planner

3. Help and Docs icons

In the top-right of the page header, two small icons:

• Help (question mark) — opens an in-page slide-out with a short customer-facing summary of the page (the same content you can read inside the portal without leaving).
• Docs (book) — opens this documentation page in a new tab for the full walkthrough.

These two icons appear on every page in the admin portal. Use Help for a quick reminder; use Docs when you want screenshots and depth.

4. Summary cards

Counts of pending, in-progress, and completed verifications for the current period, with a delta vs. the previous period. Click any card to drill into the underlying records.

4b. Accounts receivable and unbilled disbursements

Two cards sit side by side (stacked on smaller screens). Both cover only the matters you are assigned to, show one block per currency — CAD and USD are never added together — and list the matters with the largest amounts. Click a matter to open it.

• Accounts receivable on my matters — Unpaid invoice balances on matters you’re assigned to, after payments, write-offs and credit memos. Columns: Matter, Open invoices, Balance. A matter link opens its Billings tab.
• Unbilled disbursements — Recoverable costs on matters you’re assigned to that aren’t on an invoice yet. Costs paid from a client’s trust funds are not included. Columns: Matter, Items, Amount. A matter link opens its Disbursements tab.

Each currency block shows its total (for example CAD total) and how many matters carry a balance. When more matters have a balance than are listed, the card notes “Showing the N largest of M matters.” — the total still includes every matter. If nothing is owed, the card says so; if the figures can’t be loaded, it says that instead and never shows 0.00 in place of a real number.

5. Charts row

• Funnel — verification stages from started → completed → approved
• Approval rate — percentage approved in the current window
• Requests by type — distribution across IDV / KYC / Envelope flows

6. Trend chart

Month-over-month verification volume, useful for spotting seasonality or a sudden drop that warrants investigation.

7. Recent activity

The last several notifications across your team — assignments, completions, escalations. Click any row to open the related record.

8. Smart Inbox

The platform’s prioritized list of items that need a human decision today, sorted by SLA. Working top-down naturally hits the most urgent items first.

When to use this page

• First thing in the morning — plan your day from the Smart Inbox and the summary cards.
• After lunch — catch anything that came in while you were away.
• When a metric looks wrong — click through any card or chart segment to drill into the underlying records.

Permissions and scope

All counts and activity are scoped to your Organization. Admins see tenant-wide totals; members see what is assigned to them. If your numbers look surprising, double-check the date filter on your profile and confirm your role with an admin.

Related pages

• Verifications — full list view and filters
• Envelopes — create and track envelopes
• Notifications — full notification feed