Dashboard Overview
==================

After logging in, property managers are presented with a comprehensive dashboard that provides quick access to key information and functions.

The default view is the :doc:`buildings` page.

Landing Page
------------

Upon successful login, Property Managers see a summary of their Buildings and key metrics.

*If the user is inactive for a period of time, they will be redirected to this landing page.*

.. image:: images/summary_of_properties.png
   :alt: Summary of Properties Dashboard
   :align: center
   :width: 800

:smaller:`Summary of Buildings Dashboard. This view shows an overview of all properties under management, including key metrics and quick access to important functions.`


Navigation
+++++++++++

.. image:: images/navigation.png
   :alt: Navigation
   :align: center
   :width: 800

:smaller:`Navigation Bar`

The navigation bar is structured to provide easy access to all functions.

- Management users will see *Residents, Buildings, Vendors, Transactions/Checks, Gl Accounts,* and *Trace*.

.. note:: For detailed information about specific features and functions, please refer to the relevant sections of this documentation.


The magnifying glass icon just below the navigation bar opens up a search box, which allows quick filtering by Building name or account.

:ref:`Building Cards`
++++++++++++++++++++++

.. image:: images/building_card.png
   :alt: Navigation
   :align: center
   :width: 400

:smaller:`A Building card`

- A Building card is displayed for each Building under management and optionally one for the Management Company itself.

- Each card provides a quick overview of the Building's status and key metrics, quick action buttons, and a menu with additional tools.

New Building & Onboarding
+++++++++++++++++++++++++++

The buttons at the bottom of the Buildings page allow for the creation of new buildings and bulk onboarding of Buildings, Residents, GL Accounts, Vendors, and Tax Abatements.

- **New Building** - Create a new building using the familiar Edit Building screen
- **Onboarding** - Bulk onboarding of Buildings, Residents, GL Accounts, Vendors, and Tax Abatements using a PropMan-specific CSV file

For information about user roles and access control, please see :doc:`user_roles`.