The dashboard can also show an Action Required banner for pending requests. Select View to open pending requests. Select Dismiss to hide the current banner.
Shows the active service count. It also shows new services for the current month when the count is not zero. Select Active Services to open active services.
Requests
Shows the pending request count. Select Pending Requests to open pending requests.
Invoices
Shows the unpaid invoice count. Select Unpaid Invoices to open Billing.
Protect your account with two-factor authentication.
Last modified on October 4, 2026
{"docsConfig":{"theme":"palm","$schema":"https://mintlify.com/docs.json","name":"Broker Panel Docs","colors":{"primary":"#0E3A8C","light":"#4F7FFF","dark":"#0A2B66"},"logo":{"light":"https://mintcdn.com/nycs-partner-portal/VNrdR5TP4VcU6sO6/logo/nyc-servers-black.gif?fit=max\u0026auto=format\u0026n=VNrdR5TP4VcU6sO6\u0026q=85\u0026s=70df48f74232b81c9a07e249bc62d013","dark":"https://mintcdn.com/nycs-partner-portal/VNrdR5TP4VcU6sO6/logo/nyc-servers-white.gif?fit=max\u0026auto=format\u0026n=VNrdR5TP4VcU6sO6\u0026q=85\u0026s=e00124760ad8c920a754347c54656f1a"},"favicon":"https://mintcdn.com/nycs-partner-portal/0o5Bk7WV4bw-FcD4/favicon.svg?fit=max\u0026auto=format\u0026n=0o5Bk7WV4bw-FcD4\u0026q=85\u0026s=31a029f8f5444e906067c2cf53fb7696","api":{"playground":{"display":"interactive"},"mdx":{"auth":{"method":"bearer"},"server":"https://brokers.newyorkcityservers.com/api"}},"navbar":{"primary":{"type":"button","label":"Contact Support","href":"https://brokers.newyorkcityservers.com/support"}},"footer":{"links":[{"header":"Help","items":[{"label":"Contact Support","href":"https://brokers.newyorkcityservers.com/support"},{"label":"FAQ \u0026 Troubleshooting","href":"/broker/faq"}]}]},"seo":{"indexing":"navigable"},"fonts":{"family":"Geist"},"styling":{"eyebrows":"breadcrumbs","latex":false},"metadata":{"timestamp":true},"navigation":{"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"nycs-partner-portal","hasAudioNarration":false,"actualSubdomain":"nycs-partner-portal","customDomains":["broker-docs.newyorkcityservers.com"],"gitSource":{"type":"github","owner":"nycservers","repo":"broker-panel","deployBranch":"main","contentDirectory":"docs","isPrivate":true,"mountPath":"","label":""},"chroma":{"latestBuiltDeploymentHistoryId":"6adbaa91de4e168f98ba7d55","collectionId":"8cfbf04c-7977-4dfc-96f7-2442953a64ad","liveDeploymentHistoryId":"6adbaa91de4e168f98ba7d55","schemaVersion":"v3"},"entitlements":{},"buildId":"6adbaa91de4e168f98ba7d55","clientVersion":"0.0.4044","searchFilterCounts":[{"language":"default","tag":"Guides","count":25},{"language":"default","tag":"API Reference","count":21},{"language":"default","tag":"Getting Started","count":13},{"language":"default","tag":"Services","count":9},{"language":"default","tag":"Forms \u0026 API","count":5},{"language":"default","tag":"Services \u0026 Requests","count":5},{"language":"default","tag":"Billing","count":3},{"language":"default","tag":"Branding \u0026 Email","count":3},{"language":"default","tag":"Reports","count":2},{"language":"default","tag":"Requests","count":2}]},"assistantConfig":{"enableAskAiButton":false,"enableStarterQuestions":false,"enableContextualStarterQuestions":false,"enableAskAiSearchBar":true},"basePath":"","hasChatPermissions":false,"hasWebMcpPermissions":false,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"full-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"byok-sep-25","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"vite-origin","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-updated-9-15","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-sso-scim","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-signup","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-dual-write","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-enabled","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"approve-review-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"sso-setup-deadline-banner","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"googleFontsInlined":true},"customCss":[],"page":{"pagePath":"broker/dashboard-tour","slug":"/broker/dashboard-tour","pageMetadata":{"title":"Dashboard Tour","description":"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.","href":"/broker/dashboard-tour"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={a:`a`,code:`code`,li:`li`,p:`p`,strong:`strong`,tbody:`tbody`,td:`td`,th:`th`,thead:`thead`,tr:`tr`,ul:`ul`,..._provideComponents(),...props.components},{Accordion,AccordionGroup,Card,Frame,Heading,OptimizedImage,Step,Steps,Table}=_components;if(!Accordion)_missingMdxReference(`Accordion`,true);if(!AccordionGroup)_missingMdxReference(`AccordionGroup`,true);if(!Card)_missingMdxReference(`Card`,true);if(!Frame)_missingMdxReference(`Frame`,true);if(!Heading)_missingMdxReference(`Heading`,true);if(!OptimizedImage)_missingMdxReference(`OptimizedImage`,true);if(!Step)_missingMdxReference(`Step`,true);if(!Steps)_missingMdxReference(`Steps`,true);if(!Table)_missingMdxReference(`Table`,true);return _jsxs(_Fragment,{children:[_jsx(_components.p,{children:`Find your way around the Broker Panel: the sidebar, header search, alerts, dashboard cards, and news feed.`}),`\n`,_jsx(Frame,{caption:`Sidebar Navigation`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=9f456908021cf847ad65429f8827880e`,alt:`Broker Panel sidebar with the Main Navigation, Analytics, Integrations, and Account sections`,\"data-og-width\":`256`,width:`256`,\"data-og-height\":`820`,height:`820`,\"data-path\":`images/broker/dashboard/dashboard-sidebar.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?w=280\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=686ce05a6546e6f4da4f24894c6e4158 280w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?w=560\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=ed3c09262e3c4de9e794c318a87b9c76 560w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?w=840\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=c76aa73246b9151ac96e0288b83ed4ae 840w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=952eca964825c3f86eec402da4db97c9 1100w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=933bb052422f406d4dcf2089d5f4eaf3 1650w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-sidebar.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=09fb501c765a09125e43679c53689d48 2500w`})}),`\n`,_jsx(Heading,{level:`2`,id:`use-the-sidebar`,children:`Use the Sidebar`}),`\n`,_jsx(_components.p,{children:`Use the sidebar to move between panel areas. Select the sidebar control in the header to open or close the sidebar.`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Area`}),_jsx(_components.th,{children:`Pages`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Main Navigation`}),_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`Home`}),`, `,_jsx(_components.strong,{children:`Services`}),`, `,_jsx(_components.strong,{children:`Requests`}),`, `,_jsx(_components.strong,{children:`Support`}),`, and `,_jsx(_components.strong,{children:`Billing`})]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Analytics`}),_jsx(_components.td,{children:_jsx(_components.strong,{children:`Reports`})})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Integrations`}),_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`API Center`}),` and `,_jsx(_components.strong,{children:`Form Center`})]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Account`}),_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`Brand`}),`, `,_jsx(_components.strong,{children:`Email Templates`}),`, and `,_jsx(_components.strong,{children:`Settings`})]})]})]})]}),`\n`,_jsx(Heading,{level:`2`,id:`search-from-the-header`,children:`Search from the Header`}),`\n`,_jsx(_components.p,{children:`You can search by client name, client email, plan, VPS IP address, service number, trading account number, or request number.`}),`\n`,_jsx(Frame,{caption:`Header Search, News, and Alerts`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=448226a4c831a1b49b4b993a885b6d0e`,alt:`Panel header with the search field, the news control, the alert bell with a badge, and the user menu`,\"data-og-width\":`912`,width:`912`,\"data-og-height\":`56`,height:`56`,\"data-path\":`images/broker/dashboard/dashboard-header.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?w=280\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=affce68d3f4aee314b28c2a6ac13c212 280w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?w=560\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=d82210724da358cc82be86ea1c50e029 560w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?w=840\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=e96d7e3f0b5979b893fd5117bcdad235 840w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=1ffb9f7659bda4ee3873dee32c2367d6 1100w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=47b0476c2750878e188e4aac0314f126 1650w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-header.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=77a89e731eae4a3e3c3277de2510b4f5 2500w`})}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Open Search`,children:_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Search for services, clients, or requests`}),`.`]})}),_jsx(Step,{title:`Enter a Value`,children:_jsx(_components.p,{children:`Enter the search value.`})}),_jsx(Step,{title:`Open a Result`,children:_jsxs(_components.p,{children:[`Select a result under `,_jsx(_components.strong,{children:`Services`}),`, `,_jsx(_components.strong,{children:`Trading Accounts`}),`, or `,_jsx(_components.strong,{children:`Service Requests`}),`. The panel opens the related service page.`]})})]}),`\n`,_jsxs(AccordionGroup,{children:[_jsx(Accordion,{title:`Search All Services`,id:`search-all-services`,children:_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Search all services for`}),` at the bottom of the results to open the Services page with your search value.`]})}),_jsx(Accordion,{title:`Keyboard Shortcuts`,id:`keyboard-shortcuts`,children:_jsxs(_components.p,{children:[`Press `,_jsx(_components.code,{children:`Ctrl+K`}),` or `,_jsx(_components.code,{children:`Command+K`}),` to move focus to the search field. Press `,_jsx(_components.code,{children:`Escape`}),` to close the results.`]})}),_jsx(Accordion,{title:`Screen Size`,id:`screen-size`,children:_jsx(_components.p,{children:`The search field appears on medium and larger screens.`})})]}),`\n`,_jsx(Heading,{level:`2`,id:`review-alerts`,children:`Review Alerts`}),`\n`,_jsx(_components.p,{children:`The bell badge shows the number of visible alert types. One alert type can contain more than one item.`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Alert`}),_jsx(_components.th,{children:`What it covers`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Pending Requests`})}),_jsx(_components.td,{children:`New services, upgrades, downgrades, cancellations, reverts, or welcome emails.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Unpaid Invoices`})}),_jsx(_components.td,{children:`Invoices that require payment.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Support Ticket Updates`})}),_jsxs(_components.td,{children:[`New replies from support. See `,_jsx(_components.a,{href:`/broker/support`,children:`Support Tickets`}),`.`]})]})]})]}),`\n`,_jsx(AccordionGroup,{children:_jsxs(Accordion,{title:`Action Required Banner`,id:`action-required-banner`,children:[_jsx(Frame,{caption:`Action Required Banner`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=91123b07a2dccc473e9e6d21905a0a89`,alt:`Action Required banner for three pending requests with the View and Dismiss buttons`,\"data-og-width\":`1152`,width:`1152`,\"data-og-height\":`88`,height:`88`,\"data-path\":`images/broker/dashboard/dashboard-action-required.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?w=280\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=55986b012339a470b580403b915a7b93 280w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?w=560\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=ef401313b18d58b82e06ae310436aaa2 560w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?w=840\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=141bc3c1df14901733963fffa2194958 840w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=0d2293dce2fcf962e86981e42f18d3ec 1100w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=a6cc57536d31518887faf8278acf7b95 1650w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-action-required.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=e3ce1c3c0f47ff59524d39e1e728c58b 2500w`})}),_jsxs(_components.p,{children:[`The dashboard can also show an `,_jsx(_components.strong,{children:`Action Required`}),` banner for pending requests. Select `,_jsx(_components.strong,{children:`View`}),` to open pending requests. Select `,_jsx(_components.strong,{children:`Dismiss`}),` to hide the current banner.`]})]})}),`\n`,_jsx(Heading,{level:`2`,id:`read-the-summary-cards`,children:`Read the Summary Cards`}),`\n`,_jsx(_components.p,{children:`Four cards show a current dashboard summary.`}),`\n`,_jsx(Frame,{caption:`Dashboard Summary Cards`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=201925e1e6ae81fab67b2cf6772d8120`,alt:`Dashboard summary cards for services, requests, invoices, and system status`,\"data-og-width\":`1128`,width:`1128`,\"data-og-height\":`169`,height:`169`,\"data-path\":`images/broker/dashboard/summary-cards.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?w=280\u0026fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=b0fa6809e4a14fbc9267674c1dc35b0b 280w, https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?w=560\u0026fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=01458ca5b40813e66c4ab651f987e2b5 560w, https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?w=840\u0026fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=131fa095842e0a4a0b39a55207d149fb 840w, https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?w=1100\u0026fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=3c5cd2e32776203f4b1b5abb0052e2fd 1100w, https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?w=1650\u0026fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=b266370d2c59a23235aa6ad01104be5e 1650w, https://mintcdn.com/nycs-partner-portal/hDMA2zEPazwUQWmc/images/broker/dashboard/summary-cards.png?w=2500\u0026fit=max\u0026auto=format\u0026n=hDMA2zEPazwUQWmc\u0026q=85\u0026s=246a261df7f92413f62d70646ee10df7 2500w`})}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Card`}),_jsx(_components.th,{children:`Information and link`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Services`})}),_jsxs(_components.td,{children:[`Shows the active service count. It also shows new services for the current month when the count is not zero. Select `,_jsx(_components.strong,{children:`Active Services`}),` to open active services.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Requests`})}),_jsxs(_components.td,{children:[`Shows the pending request count. Select `,_jsx(_components.strong,{children:`Pending Requests`}),` to open pending requests.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Invoices`})}),_jsxs(_components.td,{children:[`Shows the unpaid invoice count. Select `,_jsx(_components.strong,{children:`Unpaid Invoices`}),` to open Billing.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`System Status`})}),_jsx(_components.td,{children:`Shows the current platform status.`})]})]})]}),`\n`,_jsx(Heading,{level:`2`,id:`review-recent-work`,children:`Review Recent Work`}),`\n`,_jsx(Frame,{caption:`Recent Services`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=2418834f6496a0488a35a99b5cb4b188`,alt:`Recent Services card with five services, each with a Manage button, and the View All Services link`,\"data-og-width\":`916`,width:`916`,\"data-og-height\":`464`,height:`464`,\"data-path\":`images/broker/dashboard/dashboard-recent-services.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?w=280\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=570a70dafaefd565af47beef34c96a90 280w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?w=560\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=e5cc6b3413d072fed9c9758879e05754 560w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?w=840\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=0b1da13f86e40fd7da96f2416f80a033 840w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=bcd85ab29f546138d907de44cc1f2613 1100w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=d8382641779e23eea091846ab42a1fbe 1650w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-recent-services.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=69af81c7549402fd7c8372c1ea33942e 2500w`})}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Check Recent Services`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Recent Services`}),` shows up to five of the newest active services, with the created date, client name, client email, plan, and actions.`]})}),_jsx(Step,{title:`Open a Service`,children:_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Manage`}),` to open a service. Select `,_jsx(_components.strong,{children:`View All Services`}),` to open the Services page.`]})}),_jsxs(Step,{title:`Check Pending Requests`,children:[_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Pending Requests`}),` shows up to 15 pending requests, each with the submitted date, request type, and client name.`]}),_jsx(Frame,{caption:`Pending Requests`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=7db3d2aa4c4429f35253c988c68fa6c5`,alt:`Pending Requests card with three requests, each showing the date, request type, and client name, and the View All Requests link`,\"data-og-width\":`228`,width:`228`,\"data-og-height\":`464`,height:`464`,\"data-path\":`images/broker/dashboard/dashboard-pending-requests.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?w=280\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=12b95ba619cb49ed598f59ccf5f1132b 280w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?w=560\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=a6840c2f12f8ce18d5ac3c59967f8168 560w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?w=840\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=fb5018f0938af54f2a443a3db49b13f7 840w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=8ad047db913970b624bcded925f490ea 1100w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=0f4e789c97ed75acd50db27d7b0ab6d0 1650w, https://mintcdn.com/nycs-partner-portal/gu0qf7z95YhdbgtM/images/broker/dashboard/dashboard-pending-requests.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gu0qf7z95YhdbgtM\u0026q=85\u0026s=0ce1bfcbd50ac1688c47ee9218e30ffd 2500w`})})]}),_jsx(Step,{title:`Open a Request`,children:_jsxs(_components.p,{children:[`Select a request to open its details. Select `,_jsx(_components.strong,{children:`View All Requests`}),` to open all pending requests.`]})})]}),`\n`,_jsx(AccordionGroup,{children:_jsx(Accordion,{title:`No Services Yet`,id:`no-services-yet`,children:_jsxs(_components.p,{children:[`If no services exist, select `,_jsx(_components.strong,{children:`Launch Your First VPS`}),` to start a new VPS request.`]})})}),`\n`,_jsx(Heading,{level:`2`,id:`use-quick-actions`,children:`Use Quick Actions`}),`\n`,_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Quick Actions`}),` near the welcome message to open these actions:`]}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:_jsx(_components.strong,{children:`Create New VPS`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.strong,{children:`Upgrade/Downgrade VPS`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.strong,{children:`Cancel VPS`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.strong,{children:`Generate Report`})}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Support`}),`: see `,_jsx(_components.a,{href:`/broker/support`,children:`Support Tickets`}),`.`]}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`read-news-and-updates`,children:`Read News and Updates`}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Open News \u0026 Updates`,children:_jsxs(_components.p,{children:[`The newspaper badge shows the number of unread news items. Select the newspaper control to open `,_jsx(_components.strong,{children:`News \u0026 Updates`}),`.`]})}),_jsx(Step,{title:`Read an Item`,children:_jsx(_components.p,{children:`Each item shows a title, description, and publication date. Select an unread item to mark it as read.`})}),_jsx(Step,{title:`Clear Unread Items`,children:_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Mark all as read`}),` to clear all unread news items.`]})})]}),`\n`,_jsx(Heading,{level:`2`,id:`next-step`,children:`Next Step`}),`\n`,_jsx(Card,{title:`Sign In and Set Up 2FA`,icon:`arrow-right`,href:`/broker/logging-in`,children:_jsx(_components.p,{children:`Protect your account with two-factor authentication.`})})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Dashboard Tour","description":"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.","href":"/broker/dashboard-tour"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[{"title":"Use the Sidebar","slug":"use-the-sidebar","depth":2,"children":[]},{"title":"Search from the Header","slug":"search-from-the-header","depth":2,"children":[]},{"title":"Review Alerts","slug":"review-alerts","depth":2,"children":[]},{"title":"Read the Summary Cards","slug":"read-the-summary-cards","depth":2,"children":[]},{"title":"Review Recent Work","slug":"review-recent-work","depth":2,"children":[]},{"title":"Use Quick Actions","slug":"use-quick-actions","depth":2,"children":[]},{"title":"Read News and Updates","slug":"read-news-and-updates","depth":2,"children":[]},{"title":"Next Step","slug":"next-step","depth":2,"children":[]}],"codeExamples":{}},"jsLinks":[],"subdomain":"nycs-partner-portal","siteName":"Broker Panel Docs","title":"Dashboard Tour - Broker Panel Docs","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-10-05T10:11:38.845Z","gitLastModified":"2026-10-04T21:04:53.000Z","originalFileLocation":"broker/dashboard-tour.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"system\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"description\" content=\"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.\">\u003cmeta data-mint-head name=\"application-name\" content=\"Broker Panel Docs\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"Dashboard Tour - Broker Panel Docs\">\u003cmeta data-mint-head property=\"og:description\" content=\"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Broker Panel Docs\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://nycs-partner-portal.mintlify.app/_mintlify/api/og/v2?division=Getting+Started\u0026amp;title=Dashboard+Tour\u0026amp;description=Learn+how+to+use+the+Broker+Panel+sidebar%2C+header%2C+alerts%2C+dashboard+cards%2C+and+news+feed.\u0026amp;theme=74a662f2b66a16030d7b80a1\u0026amp;signature=e839c0a4203f0fc23e801ce58e25db60d0421d5b6b5effd4151a412298d3d7fc\">\u003cmeta data-mint-head property=\"og:image:width\" content=\"1200\">\u003cmeta data-mint-head property=\"og:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"Dashboard Tour - Broker Panel Docs\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://nycs-partner-portal.mintlify.app/_mintlify/api/og/v2?division=Getting+Started\u0026amp;title=Dashboard+Tour\u0026amp;description=Learn+how+to+use+the+Broker+Panel+sidebar%2C+header%2C+alerts%2C+dashboard+cards%2C+and+news+feed.\u0026amp;theme=74a662f2b66a16030d7b80a1\u0026amp;signature=e839c0a4203f0fc23e801ce58e25db60d0421d5b6b5effd4151a412298d3d7fc\">\u003cmeta data-mint-head name=\"twitter:image:width\" content=\"1200\">\u003cmeta data-mint-head name=\"twitter:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/nycs-partner-portal/r-zWxzTcT_yMLD0g/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"Broker Panel Docs\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#0E3A8C\">\u003clink data-mint-head rel=\"canonical\" href=\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/broker/dashboard-tour.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://broker-docs.newyorkcityservers.com/#organization\",\"name\":\"Broker Panel Docs\",\"url\":\"https://broker-docs.newyorkcityservers.com\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/nycs-partner-portal/VNrdR5TP4VcU6sO6/logo/nyc-servers-black.gif?fit=max\u0026auto=format\u0026n=VNrdR5TP4VcU6sO6\u0026q=85\u0026s=70df48f74232b81c9a07e249bc62d013\"}},{\"@type\":\"WebSite\",\"@id\":\"https://broker-docs.newyorkcityservers.com#website\",\"name\":\"Broker Panel Docs\",\"url\":\"https://broker-docs.newyorkcityservers.com\",\"publisher\":{\"@id\":\"https://broker-docs.newyorkcityservers.com/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour#webpage\",\"url\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour\",\"name\":\"Dashboard Tour\",\"description\":\"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.\",\"dateModified\":\"2026-10-04T21:04:53.000Z\",\"isPartOf\":{\"@id\":\"https://broker-docs.newyorkcityservers.com#website\"},\"breadcrumb\":{\"@id\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Getting Started\",\"item\":\"https://broker-docs.newyorkcityservers.com/index\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Dashboard Tour\",\"item\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour\"}]},{\"@type\":[\"Article\",\"TechArticle\"],\"@id\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour#article\",\"headline\":\"Dashboard Tour\",\"name\":\"Dashboard Tour\",\"description\":\"Learn how to use the Broker Panel sidebar, header, alerts, dashboard cards, and news feed.\",\"url\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour\",\"mainEntityOfPage\":{\"@id\":\"https://broker-docs.newyorkcityservers.com/broker/dashboard-tour#webpage\"},\"dateModified\":\"2026-10-04T21:04:53.000Z\",\"publisher\":{\"@id\":\"https://broker-docs.newyorkcityservers.com/#organization\"},\"isPartOf\":{\"@id\":\"https://broker-docs.newyorkcityservers.com#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"Broker Panel Docs\",\"creator\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","siteName":"Broker Panel Docs","nav":{"global":null,"tabs":[{"tab":"Guides","groups":[{"group":"Getting Started","icon":"rocket","pages":[{"title":"Broker Panel Overview","href":""},{"title":"Logging In \u0026 MFA","description":"Sign in to the Broker Panel, set up two-factor authentication, use backup codes, and sign out.","href":"/broker/logging-in"},{"title":"Dashboard Tour","href":"/broker/dashboard-tour"},{"title":"Roles \u0026 Team Management","description":"Understand broker admin and staff permissions, and manage team member accounts.","href":"/broker/roles-and-team"},{"title":"Account Settings","href":"/broker/account-settings"}]},{"group":"Services \u0026 Requests","icon":"server","pages":[{"title":"Services Overview","href":"/broker/services/overview"},{"title":"Service Details","href":"/broker/services/service-details"},{"title":"Upgrade or Downgrade a Service Plan","href":"/broker/services/plan-changes"},{"title":"Cancel Services","href":"/broker/services/cancellations"},{"title":"Requests","href":"/broker/services/requests"}]},{"group":"Billing","icon":"credit-card","pages":[{"title":"Billing Overview","href":"/broker/billing/overview"},{"title":"Invoices","href":"/broker/billing/invoices"},{"title":"Payment Methods \u0026 Autopay","href":"/broker/billing/payment-methods"}]},{"group":"Reports \u0026 Analytics","icon":"chart-line","pages":[{"title":"Reports","href":"/broker/reports/reports"},{"title":"Scheduled Reports","href":"/broker/reports/scheduled-reports"}]},{"group":"Forms \u0026 API","icon":"code","pages":[{"title":"Form Center","href":"/broker/integrations/form-center"},{"title":"Publish and Embed Forms","href":"/broker/integrations/form-embedding"},{"title":"API Center","href":"/broker/integrations/api-overview"},{"title":"API Keys","href":"/broker/integrations/api-keys"},{"title":"API Logs","href":"/broker/integrations/api-logs"}]},{"group":"Branding \u0026 Email","icon":"palette","pages":[{"title":"Brand","href":"/broker/customization/brand"},{"title":"Email Templates","href":"/broker/customization/email-templates"},{"title":"Email Settings","href":"/broker/customization/email-settings"}]},{"group":"Help \u0026 Support","icon":"life-ring","pages":[{"title":"Support Tickets","href":"/broker/support"},{"title":"FAQ \u0026 Troubleshooting","href":"/broker/faq"}]}]},{"tab":"API Reference","pages":[{"title":"API Reference","href":"/api/overview"}]}]},"basePath":"","title":"Dashboard Tour - Broker Panel Docs","buildId":"dpl_DeHjVRGfFnhYQwHnfC2pjeXXv8h9","deploymentId":"dpl_DeHjVRGfFnhYQwHnfC2pjeXXv8h9","dynamics":["07c022d89b","a74be98ba7"],"chunks":["Frame-DXXFP6nH.js","DynamicMarkdown-B54_zNBF.js","zoom-image-lightbox-BG6oD64b.js","lightbox-handle-r17bVUz3.js"]}