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Your dashboard

docs/solavel/dashboard.md

Who can use this: Any signed-in user whose email is verified URL / Route: /dashboard (route name: dashboard) Plan / feature gate: Always on

Purpose

The dashboard is the page you land on after signing in. It is your starting point for picking an organization, jumping into Solabooks, viewing your subscriptions, and finding common actions.

Step by step

  1. Sign in at /login. If your email is verified you are sent straight to /dashboard. If not, you are stopped at /onboarding/verify until you click the link in your email.
  2. The dashboard shows:
    • Your name, email, and organization owner status at the top.
    • A list of organizations you can access (or a prompt to create your first one if you have none).
    • Quick links into the client portal, organizations, team access, and billing.
  3. Click any organization to open it. The selected organization is remembered for your session — the sidebar shows it whenever you are inside /portal/orgs/*.
  4. Use the "Apps" or "Launch" links on an organization card to enter Solabooks for that organization. Behind the scenes this is the SSO redirect.

What is shown

The dashboard is rendered by app/Http/Controllers/Client/ClientDashboardController.php and the view at resources/views/client/dashboard.blade.php. It uses the @can and @hasrole Blade directives so the cards and quick actions adapt to your role:

  • If you are an Organization Owner, you see the full set: create organization, manage subscriptions, invite team members, view receipts.
  • If you are an Organization Manager or Member, the action set is reduced — the cards for billing, role assignment, and subscription changes are hidden when you do not have the matching permission.
  • If you are also an Admin or Super Admin, you see an extra link into /admin (the admin shell).

Permissions / restrictions

  • Requires sign-in (auth middleware).
  • Requires a completed onboarding state (EnsureWorkspaceOnboardingCompleted). Until you verify your email, the dashboard redirects you to /onboarding/verify.
  • The client context is set by the SetClientContext rule that wraps every /portal/* and /dashboard request. If you have no client (which only happens for some staff accounts), some sections of the dashboard are hidden and you are nudged toward /admin instead.

Common problems

  • The dashboard shows zero organizations. You either have not been invited to one or have not yet finished signup. Use Create organization or ask whoever invited you.
  • "Verify email to continue." Open /onboarding/verify and click resend.
  • The "Open Solabooks" link does nothing — Solabooks is not enabled for the organization yet. Pick a Solabooks plan from Subscriptions and billing.

Related

Source: docs/solavel/dashboard.md ← All documentation