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Tour the admin console

The admin console at /admin is where you run your workspace: the asset register, the software you license, the people those assets belong to, and the evidence that proves it all stays under control. This page maps the console so you can find the area for any task without hunting through every screen.

note

This page is a map, not a manual. It explains how the console is laid out and points you to the area for each job. For the steps to complete a specific task, follow the how-to guide for that area.

Anyone with an admin role (Admin, IT admin, or Super admin) lands here after signing in; everyone else sees the employee-facing My portal. If you hold a regular account too, switch between the two from the link in the sidebar footer.

How the console is laid out

Every admin screen shares one shell: a left sidebar that groups the console into sections, and a main panel that shows the area you selected. The sidebar is the spine of the product, so it pays to learn its shape. Areas sit under labelled headings, roughly in the order you work with them:

GroupWhat it holds
OverviewThe dashboard — your daily starting point
AssetsThe physical and digital things you track
PeopleThe humans those things belong to
LibraryShared reference data the rest of the console draws on
DocumentsGenerated records and disposal evidence
OperationsBulk tools, finance, expiries, and compliance
ConfigurationBilling and settings

Some rows carry a small coloured count next to the label. These are live counters that flag work waiting for you. Treat a number as a to-do signal: that area needs attention.

Counter onColourCounts
StockroomAmberActive items at or below their reorder threshold
Shared assetsRoseOverdue pool loans
Incidents & repairAmberOpen tickets (open, in progress, awaiting parts)
RequestsRoseRequests still pending
OffboardingAmberUsers leaving within 30 days, not yet offboarded
Transfer agreementsSlateAgreements still in draft
Wipe certificatesEmeraldCertificates issued this year
ExpiriesRoseOverdue warranties, end-of-life dates, and licenses
NIS2 incidentsRoseIncidents not yet closed

The dashboard

The Dashboard (under Overview) is the console's home screen. It summarizes the whole workspace in one view instead of asking you to open each area to learn its state. It's a grid of widgets:

Widget groupShows
Key metricsTotal users, hardware counts, license utilization, and pending requests — each links to its full area
FinancialsHardware book value, annual software spend, open maintenance, and agent rollout coverage
RenewalsLicenses and warranties expiring in the next 60 days
ActivityThe pending-request queue and a recent activity feed from the audit trail
BreakdownsHardware by category, by status, and top locations; requests by urgency
Quick actionsShortcuts to common flows: add hardware, add a user, add a license, log maintenance, bulk import, audit log

You can rearrange and resize the widgets, then reset them to the default layout at any time. Your arrangement is remembered in your own browser, so tailoring the dashboard never changes what your colleagues see.

tip

Most dashboard cards are links. Select a metric tile or a widget's View all to jump from the summary to the underlying records.

Where each task lives

The tables below walk the sidebar group by group so you can connect a job to the area that handles it.

Assets

The Assets group is the core of the platform — everything you own and account for, physical and digital.

AreaUse it for
HardwareThe asset register: laptops, monitors, phones — any device you track, with holder, warranty, and lifecycle dates
StockroomConsumable inventory (cables, adapters) with reorder thresholds that drive the low-stock counter
Shared assetsPooled equipment staff borrow and return, such as loaner laptops; overdue loans are flagged
Software licensesLicense agreements, seat counts, and the utilization view showing how many seats are in use
Software catalogThe applications your organization recognizes, which licenses and assignments reference
Incidents & repairMaintenance and repair tickets for assets; open tickets are flagged
RequestsThe queue of asset requests employees submit from the My portal, waiting for you to approve, reject, or fulfil

People

The People group covers the lifecycle of the humans your assets belong to.

AreaUse it for
UsersThe directory of everyone in the workspace, their assigned hardware and software, and their roles
Onboarding kitsReusable bundles of equipment and software you apply to a new hire in one step
OffboardingA consolidated checklist for departing employees, so every asset is recovered and every license reclaimed before they leave

Library

Library is your shared reference data — the lists the rest of the console draws on. One sidebar row opens the Library on Vendors; a tab strip across the top switches between the rest. Keeping this data clean keeps your reports and rollups consistent everywhere else.

TabHolds
VendorsSuppliers and manufacturers (the default tab)
LocationsSites where assets are deployed
Location typesCategories for locations (office, warehouse, remote)
CategoriesHardware categories that drive icons and breakdowns
Cost centersBudget owners for finance rollups

Documents

The Documents group holds generated records and disposal evidence.

AreaUse it for
Transfer agreementsEquipment handover and return records you generate, issue, and have signed
Wipe certificatesDisposal and data-wipe certificates documenting that a device was securely erased; the current year's count shows in the sidebar for audit readiness

Operations

The Operations group runs cross-cutting tools and the compliance surface.

AreaUse it for
Bulk importLoad users, hardware, software, or device records from a spreadsheet or a connected device-management source
FinanceA read-only overview of spend, depreciation, software costs, and the fleet's carbon footprint
ExpiriesOne command center pulling together warranty, license, end-of-life, and offboarding deadlines; overdue items are flagged
ComplianceThe evidence hub for auditor-ready packs (ISO/IEC 27001, SOC 2, GDPR, NIS2) that regenerate from your live data each time
NIS2 incidentsThe incident-notification workflow for tracking regulatory reporting deadlines; unresolved incidents are flagged
EffectivenessThe NIS2 effectiveness-assessment area, with control metrics, cadenced reviews, and management sign-off
Audit logThe activity trail of who changed what and when, with export for evidence
GDPRData-subject tooling for exporting or erasing an individual's personal data
Agent fleetThe endpoint agents reporting from employee laptops, plus the installer releases you publish; a tab strip switches between the fleet view and Releases
note

OnTrackio is a managed cloud service. The agent area distributes the endpoint agent to your employees' machines; it doesn't host or self-install the platform itself.

Configuration

The Configuration group is the set-up-once corner of the console.

AreaUse it for
BillingYour subscription, plan, payment method, and invoices
SettingsThe workspace's central configuration, organized into tabs

Two Settings tabs hold connections you configure once and rarely revisit:

  • Integrations — single sign-on (Google, Microsoft, and SAML), SCIM user provisioning, and the directory and device-management connectors.
  • API & webhooks — API tokens and outbound webhook subscriptions.
tip

Looking for SSO, SCIM, or API access and not seeing them in the sidebar? They moved into Settings — SSO and SCIM on the Integrations tab, API tokens and webhooks on the API & webhooks tab.

A model for finding things

When you're not sure where a task lives, ask what kind of thing it concerns:

  • A thing you own (a device, a license, a consumable) lives under Assets.
  • A person lives under People.
  • A shared list other areas reference (a vendor, a location, a cost center) lives in the Library.
  • A bulk action, a report, or evidence lives under Operations.
  • A workspace-wide setting or connection lives under Configuration.

The dashboard is the fast path for everyday work, and the sidebar counters tell you which areas have something waiting. Between the two, you rarely need to go looking.