{"id":91358,"date":"2025-06-02T13:35:44","date_gmt":"2025-06-02T13:35:44","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&p=91358"},"modified":"2025-06-02T13:35:46","modified_gmt":"2025-06-02T13:35:46","password":"","slug":"dashboard-overview-managing-workspaces-portals-and-clients","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/getting-started\/dashboard-overview-managing-workspaces-portals-and-clients\/","title":{"rendered":"Dashboard Overview: Managing Workspaces, Portals, and Clients"},"content":{"rendered":"\n
Our dashboards allow you to efficiently manage your entire organization from one place. With the dashboards, you can:<\/p>\n\n\n\n
\n
View all your workspaces, portals, and invited clients<\/li>\n\n\n\n
Quickly create a new portal or invite a client<\/li>\n\n\n\n
Manage existing entities, such as duplicating a portal or editing client information<\/li>\n\n\n\n
And much more<\/li>\n<\/ul>\n\n\n\n
To access the organization dashboard, simply click on the corresponding icon and select Organization. <\/p>\n\n\n\n<\/figure>\n\n\n\n
Please note that only organization owners and managers have access to the organization dashboards.<\/p>\n\n\n\n
Currently, there are 3 main dashboards available:<\/p>\n\n\n\n
Workspaces<\/strong> \u2013 This shows all the workspaces created within your organization. You\u2019ll also see each workspace\u2019s portal, as well as its members and clients.<\/p>\n\n\n\n
Portals<\/strong> \u2013 Here you can find all created portals along with useful information, such as which members or clients have been invited to each portal.<\/p>\n\n\n\n
Clients<\/strong> \u2013 This displays all clients who have been added to your organization\u2019s portals. You can view which portals each client has access to and manage their settings.<\/p>\n\n\n\n
Each dashboard has its own set of columns. For example, in the Workspace dashboard, you can view workspace members, available portals, and more.<\/p>\n\n\n\n<\/figure>\n\n\n\n
You also have access to quick actions. For instance, if a workspace doesn\u2019t have a portal, you can create one directly from the dashboard or invite a new client to a portal.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Each entity (workspace, portal, or client) also has various options available through the menu. For example, you can access workspace settings, send an invite to a specific portal, or edit a client\u2019s name.<\/p>\n\n\n\n<\/figure>\n","protected":false},"excerpt":{"rendered":"
Our dashboards allow you to efficiently manage your entire organization from one place. With the dashboards, you can: To access the organization dashboard, simply click on the corresponding icon and select Organization. Please note that only organization owners and managers have access to the organization dashboards. Currently, there are 3 main dashboards available: Workspaces \u2013 […]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[3],"doc_tag":[],"class_list":["post-91358","docs","type-docs","status-publish","hentry","doc_category-getting-started"],"acf":[],"year_month":"2026-04","word_count":251,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Getting Started","term_url":"https:\/\/sales-ai-agents.com\/guides\/getting-started\/"}],"doc_tag_info":[],"yoast_head":"\n
Dashboard Overview: Managing Workspaces, Portals, and Clients - Sales AI Agents<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/getting-started\/dashboard-overview-managing-workspaces-portals-and-clients\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dashboard Overview: Managing Workspaces, Portals, and Clients - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Our dashboards allow you to efficiently manage your entire organization from one place. With the dashboards, you can: To access the organization dashboard, simply click on the corresponding icon and select Organization. Please note that only organization owners and managers have access to the organization dashboards. 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