Agency Dashboard and Cross-Org Views
Who this is for
Agency staff who need to monitor the health of all client organisations from a single view, or who need to investigate an issue across multiple clients without switching between org contexts.
What you will complete
You will understand the layout of the Agency Dashboard, how each cross-org view works, and how to use the global search and activity feed to track events across all clients.
The Agency Dashboard
When you click Agency in the sidebar, the overview dashboard loads. It shows a summary of all active clients with their health scores, alert counts, and resource totals. This is your starting point for daily monitoring across your entire client portfolio.
Client cards — Each client has a card showing:
- Client display name and tags
- Number of active servers, sites, and apps
- Open alerts count (critical, warning, info)
- Last activity timestamp
Click any client card to open the client detail panel, where you can see their org's resources and jump directly into their org context.
Cross-org resource views
The Agency sidebar contains aggregated views that pull data from all linked client organisations simultaneously. Each view uses the same filters and sorting as the per-org equivalent.
Servers — All servers across all client orgs. Filter by client, region, provider, or status. Click a server to jump to its detail page within the client's org context.
Sites — All deployed sites. Filter by client or app type. Useful for checking SSL certificate expiry dates across your entire client base.
Monitoring Overview — Aggregated CPU, RAM, disk, and load metrics. Shows which servers across all clients are currently breaching thresholds. Sorted by alert severity by default.
Alerts — All firing, resolved, and snoozed alerts from every client org. Filter by severity, client, or time range. Acknowledge or snooze alerts directly from this view.
Databases — All database instances managed across clients.
Cloud Accounts — All connected cloud provider accounts across all clients. Shows health status and last sync time for each.
Backups — All backup jobs and their last run status. Useful for verifying no clients have failing backups.
Cloud Storage — Object storage buckets and usage across all client cloud accounts.
Activity — A chronological feed of all actions taken across all client orgs — deployments, server provisions, AI Pilot actions, user logins, and system events. Filter by client, action type, or date range.
Agency global search
Press / or Ctrl+K anywhere in the agency dashboard to open the Agency Global Search. This searches across all client orgs simultaneously for:
- Server names and IPs
- Site domains
- App names
- User email addresses within client orgs
Results show which client org each item belongs to. Clicking a result opens it in the correct org context.
Entering a client org context
To operate directly within a client's organisation (as if you were logged in as a member of that org):
- In the client list, click the client you want to enter.
- Click Open client dashboard or the → icon.
- The dashboard switches to that client's org context. The topbar shows the client's brand name (or your white-label branding if configured).
- To return to your agency view, click Exit agency view in the topbar, or use the org switcher.
Your actions within a client org are logged in both the client's audit trail and the agency activity feed.
Health scores
Each client in the overview shows a health score (0–100). This is a composite of:
- Percentage of servers in Running state
- Percentage of sites with valid SSL
- Absence of critical alerts in the last 24 hours
- Backup success rate over the last 7 days
A score of 80+ is considered healthy. Below 60 warrants investigation.
Common errors
Client shows "No data" in cross-org views Cause: The client org has no cloud accounts connected, or cloud account sync has not completed. Fix: Check Agency > [client] > Cloud Accounts and verify at least one account shows "Healthy".
Agency activity feed is blank Cause: No events have been generated in any client org recently, or you have no clients linked. Fix: Verify clients are linked and have active servers generating monitoring data.
Cannot enter client org context Cause: Your agency role does not include read access to that client, or the client is suspended. Fix: Check your staff assignment in Agency > Staff. Suspended clients cannot be entered until reactivated.