Your personal workspace
A role-aware home page that surfaces the work that's yours, today. Layouts adjust automatically based on your role(s).
Sign in and land somewhere useful. The home page reads your role and shows the widgets you actually need — not a generic dashboard.
What you'll learn
- What you see on your home page and why it's different from your teammates'
- Which widgets each role gets by default
- How to upload documents from the home page
- How to override the default layout for your own account
Where to find it
Sidebar → Home (or visit /dashboard/[your-team]/home directly). This is the default landing page after sign-in.
Default widgets by role
The page reads your role(s) from team membership and picks a layout. If you hold more than one role, you'll see the union with that role's most-actionable widgets up top.
| Role | Widgets you see |
|---|---|
| Executive | At-risk alerts → Today's schedule → My tasks |
| Financing | My tasks → Document uploads → Incentive filings → At-risk alerts |
| PM (Project Manager) | My tasks → Today's schedule → At-risk alerts |
| Dispatch | Today's schedule → My tasks |
| Sales | Today's schedule → My tasks |
If your role isn't in this list, you'll get a sensible default (My tasks + Today's schedule). Owners and admins see the role they spend most of their time in — switch via the My role for today menu in the top right.
The widgets in detail
My tasks
Pulls every open task assigned to you across all projects, sorted by due date. Overdue items glow amber. Click a task to jump straight to its project.
Today's schedule
Your appointments and crew dispatches for today, plus tomorrow if today's list is empty. Pulled from the schedule + appointments tables, deduped if the same install appears in both.
At-risk alerts
Anything one of the Buddies has flagged for your attention — stuck deals (Sam), permit delays (Pip), data gaps (Quinn), aging D&R supplements (Doug). Closing an alert here is the same as approving / dismissing it in the Buddies inbox.
Document uploads (Financing role)
Drag-and-drop tile that accepts six document types (signed contracts, utility bills, ID, voided checks, HOA approval, other). Files land in Vercel Blob storage and are linked to your team. Useful when you're collecting paperwork for a financing closeout.
Incentive filings (Financing role)
Live status of state/federal incentive filings your team owns — IL ABP, SREC submissions, etc. Click a row to open the full filing.
Overriding the default layout
If the default mix isn't what you want, your overrides are stored per-user in personal_workspace_layouts. A stored layout always beats the role default — so once you customize, the role-based defaults stop applying for you. (UI for reordering widgets is coming; today it requires support to flip the row for you.)
Verify it worked
- Visit
/dashboard/[teamId]/homeafter sign-in - The widget order matches the role row above for your primary role
- The user menu in the top right shows your current role with the workspace badge
Troubleshooting
"My home page is blank." — You don't have any open tasks or scheduled appointments for today, and no Buddy alerts. That's a healthy state — but if you expected to see something, check the My tasks filter (it defaults to assigned-to-you only).
"I see widgets for the wrong role." — Your team membership probably has multiple role_keys and the primary is wrong. Owners can fix this from Settings → Members.