Use the overview dashboard
The Overview page is the signed-in starting point for projects, workspaces, cloud connections, discovery, Terraform activity, and items that need attention. It shows summaries; it does not deploy or change cloud resources.
- Typical time
- 3–5 minutes
- You need
- A ScrinCloud account
- Outcome
- A useful personal dashboard
Open and refresh Overview
Section titled “Open and refresh Overview”- Open Overview from the product navigation.
- Choose Last 7 days, Last 14 days, or Last 30 days.
- Review the project, workspace, run, cost, and attention summaries.
- Choose Refresh overview to request the latest summary for the selected range.
- If the page could not load, choose Retry after checking your connection.
Changing the time range and opening a destination are navigation or display actions. Refresh overview performs a read-only backend request. None of these actions starts Terraform, discovery, or a deployment.
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Review the overview for a selected time range
Show the Overview heading, time-range selector, Refresh overview control, headline summaries, and one attention item.
Check your result
Section titled “Check your result”The selected range remains visible and the refreshed cards show a completed loading state without an error banner.
Continue work and use quick actions
Section titled “Continue work and use quick actions”- In Continue, open the recommended project, workspace, run, or setup task.
- In Quick actions, choose Create project, Open workspaces, Connect account, or Run discovery.
- Review the destination before starting any action there.
- If Open Security settings appears in the two-factor reminder, use it to review your own account security.
- Dismiss the reminder only if you want to hide it for the current experience.
Quick-action cards navigate to another product page. They do not complete the named workflow automatically. Dismissing the security reminder is a local UI action; enabling two-factor authentication happens in Security settings.
Use recently visited and pinned pages
Section titled “Use recently visited and pinned pages”- In Recently Visited, choose a page name to reopen it.
- Open the row action menu and choose Pin page to keep it in Favorites.
- Choose Unpin page to remove it from Favorites without deleting the page.
- Choose Remove from recent pages to remove only that history entry.
- Choose Clear recent pages to clear the recent-page list.
Pins and recent history personalize your dashboard. They do not change projects, workspaces, access, or cloud resources.
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Continue from recent and pinned pages
Show Recently Visited with one synthetic item and its Pin page, Remove from recent pages, and Clear recent pages controls.
Check your result
Section titled “Check your result”A pinned page appears under Favorites in product navigation. Removed or cleared recent entries disappear without changing the underlying page.
Customize dashboard cards
Section titled “Customize dashboard cards”- Choose Customize.
- Drag a card to reorder it, or use its move-up and move-down controls.
- Hide a card you do not need.
- Restore a hidden card from the customization controls.
- Choose Reset layout to restore the default order and visibility.
- Choose Done and wait while the preference is saved.
Reordering and hiding update your dashboard preferences through the application settings service. They do not change the data represented by the cards.
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Reorder, hide, and restore overview cards
Show Customize dashboard, card movement and visibility controls, Reset layout, and Done.
Check your result
Section titled “Check your result”Exit and reopen Overview. The chosen card order and visibility should remain.
Understand the proof boundary
Section titled “Understand the proof boundary”The Overview page can prove that its summary request returned and that a saved dashboard preference reloaded. It cannot prove that Terraform ran, cloud resources changed, discovery completed, or a deployment reached a live environment. Verify those outcomes in their dedicated workflows.
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Confirm the personalized overview
Show the saved card order, Favorites, and a completed refresh state.
Common blockers
Section titled “Common blockers”Overview does not load
Section titled “Overview does not load”Choose Retry or Refresh overview once. If the error remains, check your session and network connection. Do not treat stale cards as current evidence.
A quick action is unavailable
Section titled “A quick action is unavailable”Your role, plan, feature availability, or missing project context may prevent the destination action. Open the destination and read its permission message.
A card order does not persist
Section titled “A card order does not persist”Choose Done and wait for saving to finish. Refresh only after the control returns to its normal state.
Security reminder keeps returning
Section titled “Security reminder keeps returning”Open Security settings and complete the account-security flow. Dismissing the reminder is not the same as enabling two-factor authentication.