# Overview & Dashboard

When you log in to the Client Admin Portal, the **Dashboard** is the first screen you land on. It's a quick orientation page — a way to confirm you're in the right place before you start working on users, catalogs, workflows, or reports.

![Dashboard landing screen](/files/c6hYQuKXfJRUHs62q2Kp)

## What you see on the Dashboard

The Dashboard shows a **Welcome to** <code class="expression">space.vars.productName</code> card in the centre of the page. The card carries a short message about the product — that the configurations are now self-service, and that consultants and AI assistants are available when you need help.

The Dashboard itself is intentionally light. Your day-to-day work happens in the sidebar sections — the Dashboard is just your home base.

{% hint style="info" %}
The current product **version number** is shown in the page footer at the bottom of every screen, in the format `<code class="expression">space.vars.productName</code> • Version X.Y.Z`. It's not specific to the Dashboard — it follows you everywhere.
{% endhint %}

![Footer with version number](/files/y7shPtXqeyeaybNV2Z27)

## The top bar

The top bar runs across every page in the Client Admin and gives you four controls:

| Control                                  | What it does                                                                       |
| ---------------------------------------- | ---------------------------------------------------------------------------------- |
| **NetSuite Admin / Client Admin toggle** | Switches between the two admin views. Only visible if your account has both roles. |
| **Theme switch**                         | Light or dark mode.                                                                |
| **Subsidiary selector**                  | The active subsidiary is shown. Click to switch to another one.                    |
| **Profile menu**                         | Account settings, sign-out.                                                        |

## The sidebar

The sidebar lists every major section of the Client Admin. It stays visible no matter which page you're on. Sections include **Dashboard**, **User Management**, **Catalogs**, **Categories**, **Workflow Builder**, **Reports**, **Active Workflows**, and **Help Center**.

For a full breakdown of what each section does, see the [Client Admin Portal Overview](/client-admin-guide/admin-app-overview.md).

## Active Workflows in the sidebar

Below the standard sections, the sidebar shows a live list of **Active Workflows** — every published workflow on this subsidiary, grouped by entity type:

* **Employee**
* **Customer**
* **Vendor**
* **Partner**

Clicking any workflow name takes you straight into its builder. The **+** button next to the section heading creates a new workflow.

![Active Workflows section in sidebar](/files/OxNuWLUT5Xyj3xQI5YfD)

## Switching to NetSuite Admin

If you need to configure something at the NetSuite level — installing scripts, managing subsidiaries, setting up licenses, configuring registers — switch to the **NetSuite Admin** view using the toggle in the top bar. Most of your work happens in the Client Admin; you'll only visit NetSuite Admin for system setup.

## What to do next

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Your First Day</strong></td><td>A guided walkthrough — set up a workflow, design a page, give a user access.</td><td><a href="/pages/e02jN6ZhhYzbynHyiQEB">/pages/e02jN6ZhhYzbynHyiQEB</a></td></tr><tr><td><strong>Key Admin Concepts</strong></td><td>Learn what workflows, modules, roles, and components mean before diving in.</td><td><a href="/pages/1f26s48x0M0OOqMza4NG">/pages/1f26s48x0M0OOqMza4NG</a></td></tr><tr><td><strong>Portal Overview</strong></td><td>Full breakdown of every sidebar section.</td><td><a href="/pages/AuMEqbZW0YgEz9Mj2NQL">/pages/AuMEqbZW0YgEz9Mj2NQL</a></td></tr></tbody></table>


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