Documentation
Data Grid
Modeling
Business Rules
Approvals
Users, Roles & Security
Administration
Integration & API
Installation
Migrating from MDS
Architecture

Dashboard

The home dashboard is a widget-based homepage. You choose which widgets to show, drag them into the order you want, and expand or collapse each one. Your layout is saved per user in the database and follows you across sessions, devices, and browsers.

The home dashboard with its key metrics and widgets
The home dashboard with its key metrics and widgets(click to enlarge)

Available widgets

The dashboard has 10 widgets. Which ones you see depends on your role and permissions.

WidgetRegular userApproverAdministrator
Key metrics3 cards3 cards7 cards
Favorites
Approvals
My submissions
Recent activityown onlyown onlyall users
Active users
Audit summaryown onlyown onlyall users
API keys
Integration alerts
Models overviewyour modelsyour modelsall models
An approver is a regular user with the "Can approve" permission. Administrators get approver rights automatically.

Key metrics

KPI cards with clickable counts. Everyone sees Models, Entities, and Records. Hover Records for the top 10 entities by record count.

Administrators see four more cards: Integration Views, Active, API calls (total), and Approval.

Administrators also get a period selector in the widget header — Today, 7 days, 30 days, 90 days, 365 days. It filters the Active and Approval cards. API calls is always the lifetime total. The chosen period is saved per user.

Favorites

The entities you have starred, each with its parent model and record count. Star an entity from the data grid toolbar, a model detail page, or the Models overview widget.

Approvals

Visible to approvers and administrators. Shows recent approval requests with their status. A pulsing amber badge in the header counts the pending ones.

Click an item to open the Approvals screen with that request already open, ready to approve, reject, or send back. Click All approvals to open the full screen.

My submissions

Your own recent submissions with their status: Pending, Approved, Rejected, Returned, or Cancelled. The header shows the total and a Show 3 / 5 / 10 / 20 / all selector. Each row lists the entity and a change summary, such as +4 new · 2 edits.

Recent activity

The latest data changes, up to 15. Each entry shows the count, the entity name, the action, the model, and how long ago it happened. Actions are edited, created, deleted, imported, purged, submitted for approval, and approved.

Administrators see activity from every user and get an All activities button that opens the audit log. Other users see only their own activity.

Active users

Administrator only. Lists user accounts with online status and last login time, plus a Show 10 / 50 / 100 / all selector. Accounts that have not signed in recently are flagged.

Audit summary

Data changes grouped by action type and by entity. The period selector in the header offers Today, Last 7 days, Last 30 days (the default), Last 90 days, Last 365 days, and All time. Your choice is saved per user. Administrators see every user; other users see only their own activity.

API keys

Administrator only. Total API users, active keys, total call count, and a breakdown by method.

Integration alerts

Administrator only, and always shown. When every integration view is in sync, the widget confirms it in green. When a view has drifted, a pulsing amber badge appears in the header and the widget lists the warnings with two buttons: Sync all resolves all drift at once, Go to views opens the list.

Models overview

One card per model with its name, description, entity count, and total records. Each entity is listed with its record count and a star you can click to favorite it. Administrators see every model; other users see only the models they can reach.

Customize the dashboard

  1. Click Customize in the top-right corner of the dashboard.
  2. Clear the checkbox of any widget you want to hide. Check it again to bring it back.
  3. Close the dropdown by clicking outside it.
  4. To reorder, grab the six-dot handle in the top-left corner of a widget header and drag the widget to a new position. A teal outline marks the drop target.
  5. To shrink a widget, click the chevron at the bottom of the card. It collapses to a 200-pixel-high view. Click again to expand it.

The grid has three columns. Key metrics and Models overview always span the full width.

Widgets your role does not allow stay hidden even when you check them.

Order, visibility, expanded state, and both period selectors are saved per user in the database, half a second after your last change.

Notification bell

The bell in the top bar lights up with color-coded alerts.

ColorMeaning
RedA submission of yours was rejected or sent back, or a system error was logged
AmberSubmissions are waiting for your approval, or a system warning was logged
GreenA submission of yours was approved

When more than one applies, the highest priority wins: red over amber, amber over green. The badge counts every unread signal.

Click the bell to open the list, grouped by category. Click an entry to go to the matching screen and clear that category. Clear all dismisses the system notifications. System notifications go to administrators only.

Your seen baseline is stored in your browser, so the bell only rings for events you have not acknowledged, even after a reload.

Ready to get started?

Start managing your master data with Primentra today.

View Pricing
Dashboard | Getting Started | Docs | Primentra