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Documentation Index

Fetch the complete documentation index at: https://docs.cedarai.com/llms.txt

Use this file to discover all available pages before exploring further.

The dashboard gives you a quick snapshot of access across your organization or carrier. It’s the fastest way to see what’s set up and what might need attention.
Admin Portal dashboard overview showing organization scope, metrics, and charts

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Organization scope (optional)

Organizations are an optional feature for accounts managing multiple carriers. If you don’t see the organization scope section, your account uses single-carrier mode.
If your account has an organization set up, the dashboard shows your organization scope at the top left. This displays:
  • The organization name
  • Number of carriers in scope
  • Permission layers configured
  • Carrier bindings
Click Open organization view to manage your organization hierarchy and layers. See Organization for details.

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At a glance

User Groups

Teams with access

Members

People across groups

Roles

Permission sets

Bindings

Active access grants

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What you can do

See how many user groups, members, roles, and bindings exist at your carrier. The charts show the distribution between custom and built-in roles.

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When to use the dashboard

Checking new team setup

Quickly verify that access is configured for a new team by checking the metrics and recent activity.
After making changes, return to the dashboard to confirm they appear in the activity feed.
Use the dashboard as a launchpad to jump directly to Bindings, User Groups, or Roles.

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Next steps

Organization

Manage organization hierarchy

Bindings

Grant access to groups

User Groups

Manage teams

Roles

Review permission sets