02 · Portal overview
This is a guided tour of every section of the portal. Each section ends with a link to its full operator guide.
The set of sections you see depends on the features enabled in your tenant's licence. If something is missing, see Licence.
Dashboard
/ (the home page)
The dashboard is the landing page after login. It is built from several widgets, top to bottom:
- A welcome hero with your name and current tenancy
- A today strip of headline metrics (open tickets, today's calendar, meetings) — each best-effort, showing an em-dash if its service is down
- An app grid of tiles for the apps your licence enables
- A split row of recent activity and a system pulse panel
- A quick links strip
+------------------------------------------------+
| Welcome, Mitch — KW Group |
|------------------------------------------------|
| Open tickets: 7 Today's calendar: 3 |
| Meetings today: 1 |
|------------------------------------------------|
| [🎫 Helpdesk] [👥 CRM] [🖥️ RMM] [📋 Projects] |
| [📦 Assets ] [📚 KB ] [✍️ E-Sign] [🎥 Meet] |
|------------------------------------------------|
| Recent activity | System pulse |
| · Ticket #123 closed | ... |
| · Project SNAG-014 done | |
+------------------------------------------------+
📷 Screenshot placeholder: screenshots/dashboard.png
Helpdesk — /helpdesk
Inbox-style ticketing for staff. Tickets can come from email, web form, or
the customer-facing portal at support.kwgroup.uk.
Key features:
- Per-ticket conversation view with internal notes vs. customer replies
- Status, priority, type, assignee
- Linked customer / contact / project / device (RMM)
- Attachments
- SLA breach indicators
- Macro responses and templates
→ Full guide: Helpdesk
CRM — /crm
The customer/sales side. Stores companies, contacts, deals, and notes. Synced with the helpdesk: a ticket's customer/contact comes from here.
→ Full guide: CRM
RMM — /rmm
Remote monitoring and management for endpoints (servers, workstations, laptops). Covers:
- Device inventory with system info
- Persistent agent installers per OS (Windows/Linux/macOS)
- Live screen viewing & remote control via the relay service
- File transfer
- Scripts and scheduled tasks
- Alerts, with Checkmk integration for deeper health checks
- Quick-Support — ad-hoc one-off support sessions
- Remote Sessions — list of active and recent sessions
→ Full guide: RMM, Quick-support & remote
Projects — /projects
Lightweight project tracker. Covers anything from internal initiatives to customer-billable work.
- Auto-numbered project codes per project type (e.g.
SNAG-001) - Tasks with statuses, priorities, assignees, due dates
- Checklists and notes
- Attachments
- Templates for common project shapes
- Calendar view of due dates and milestones
- Linkage to customers / contacts / tickets
- Shareable read-only calendar links
→ Full guide: Projects
Calendar — /calendar
Single calendar view of project tasks and milestones across everything you have access to. Filterable by project, project type, assignee.
→ Covered in Projects
Customers — /customers
Customer master record. Each customer has a profile, contracted services, contacts, projects, tickets, devices, and assets in one place. Acts as the "360° view" of an account.
→ Full guide: Customers & people
Billing — /billing
Invoice list and customer billing. Backed by InvoiceNinja for invoice issuance and payment collection.
→ Full guide: Billing
Knowledge base — /kb (browse) and kb.kwgroup.uk (public)
Articles with categories, tags, search (title + content), and a public
publish toggle. Logged-in staff browse at /kb inside the portal
shell; customers see the same content at kb.kwgroup.uk. Every page
has a "🔗 Copy public link" button to share the customer-facing URL.
The article editor lives at /admin/kb for staff with KB write access.
→ Full guide: Knowledge base
Uptime — /uptime
Configurable HTTP probes for any URL or service. Each target has its
own polling interval, failure threshold, and optional auto-restart
hook for Docker containers. Targets flagged public appear on
/status for customers.
→ Detail: Platform health
E-Sign — /esign
Send PDFs out for signature. Recipients get a unique link to
esign.kwgroup.uk, draw their signature, and the platform stores the
signed bundle plus an audit trail.
→ Full guide: E-Sign
Marketing — /marketing
Campaign builder and audience segments. Pulls audiences from the CRM.
→ Full guide: Marketing
People — /people
Internal HR-lite — staff directory, roles, time off, contact details. Not to be confused with Customers (external) or Users (login accounts).
→ Full guide: Customers & people
Assets — /assets
Asset register beyond endpoints — printers, monitors, switches, network gear, anything physical you want to track and tag.
- Categories with auto-numbered tag schemes (e.g.
LAPTOP-0001) - Locations (sites/rooms)
- Owner (user or customer)
- Linked RMM device (for endpoints)
- Lifecycle status
→ Full guide: Assets
Chat — /chat
In-portal team chat. Channels and direct messages. Distinct from Messages which is the message-thread inbox style (richer attachments, slower cadence).
→ Full guide: Messaging & chat
Studio (Design) — /studio
Branding designer — logos, colour palette, email templates, ticket reply templates, KB theme.
→ Full guide: Design studio
Messages — /messages
Slack-like with persistent threads, attachments, and @mentions.
→ Full guide: Messaging & chat
Meetings — /meetings
Video meetings (Jitsi-backed). Schedule, join, share recordings.
→ Full guide: Meetings & calls
Quick-Support — /quick-support
Customer-facing public link: a customer pastes the URL, downloads an OS-specific one-shot agent, and the technician sees them appear in RMM → Remote Sessions.
→ Full guide: Quick-support & remote
Remote Sessions — /remote-sessions
Live session list with Connect buttons that open a locked-window viewer for screen / file transfer.
→ Full guide: Quick-support & remote
Vault — /vault
Embedded Vaultwarden (Bitwarden-compatible) for shared team secrets. SSO from the portal.
→ Full guide: Files & vault
API Explorer — /api-explorer
Browser for the OpenAPI documentation of every backend service. Useful for integrators and during admin troubleshooting.
→ Covered in Platform health
Admin — /admin
The configuration hub. Only visible to users with admin role.
→ Full guide: Admin overview
Next: pick the operator guide that matches your role from the README, or read Helpdesk which is the most commonly used module.