The portfolio dashboard is the home screen of your partner account, reachable at /dashboard. It brings every connected client together on one page, shows each company’s key details and open tasks, and lets you switch into a given client account with one click. From here you can also invite new companies or connect them using their company key.
Open the dashboard
Go to the dashboard
Sign in with your portfolio account. Cenedril opens the portfolio dashboard directly, with the greeting, your portfolio’s name, and the three areas Invite New Company, Connect New Client, and Connected Clients.
Get an overview of your clients
Review connected clients
In the Connected Clients area, each connected company appears as its own row. For every client you see the company name, plan and status as badges, plus details such as website, year founded, country, number of users, and the account owner. The Access to line shows which features the client has granted you access to.
Check each client's open tasks
Inside every client row, the Tasks card summarizes that company’s next open tasks, with priority and status. Use View all to open the client’s full task list. If the client has not granted you access to its tasks, the note No access to Tasks for this client appears instead.
Switch into a client account
Pick a client from the list
Click the row you want in the Connected Clients area. Cenedril selects that client and opens its view. From now on you work in the context of that company.
Switch from the sidebar
At the top of the sidebar sits the Select Client field with the name of the currently selected client. Use it to switch to another connected company at any time, or reset the selection with Clear Selection.
Result: the portfolio dashboard gives you an overview of every connected client, including key details and open tasks, and you can switch into a given client account either by clicking its row or through the selector in the sidebar.