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Manage the Client Area Dashboard

Overview

Your Client-Area Dashboard is the command centre for balances, services, and quick actions (funds, invoices, security). This guide shows what each block means and how to use it daily — with exact spots to drop your screenshots.

1) Get Oriented

Open the client area. You’ll see:

  • Balance strip (top): current Balance, Credit, and a Add Funds button.

  • Left menu: service families (Storage, LXC, Hosting, VPN, etc.) with counters.

  • Main canvas: cards for Services + Recurring Cost Breakdown.

Full Dashboard overview.

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2) Services Summary

At the top of the canvas you’ll find four counters:

  • Total Services — everything you own

  • Active — running and billable

  • Suspended — paused due to payment or policy

  • Termination Request — pending cancellations

Click any card to jump to the filtered services list (where applicable).

3) Recurring Cost Breakdown

Below the counters are your Hourly / Daily / Weekly / Monthly / Yearly spend estimates and the Recommended Add Funds amount.

Use it to:

  • Forecast top-ups before renewals

  • Spot anomalies (e.g., a spike in Hourly vs. Monthly)

4) Account & Security Menu

Top-right avatar opens quick actions:

  • My Account (profile & company details)

  • Change Password

  • Verification Center

  • Two-Factor Authentication (enable 2FA)

  • Logout

Account dropdown.

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Best practice: enable 2FA immediately and complete Verification Center to lift payment/security limits.

5) Company Hub (Profile • Invoices • Transactions)

From My Account, open your company tile to reach:

Company tile with Profile / Invoices / Transactions.

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6) Add Funds (Top-Up)

From the top strip click Add Funds to open the payment screen.

Steps:

  1. Review the Recommended amount banner.

  2. Enter net amount and currency.

  3. Check Taxes breakdown (VAT, etc.).

  4. Confirm Balance after top-up.

  5. Click Top Up Now.

Add Funds page.

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Tip: If you sell in multiple currencies, keep one primary currency for predictability; taxes depend on your profile’s country/region.

7) Daily Workflow (5 minutes)

  1. Open dashboard → check Active vs Suspended.

  2. Scan Recurring Cost Breakdown → compare to yesterday.

  3. If Recommended Add Funds > your comfort buffer, Top Up.

  4. Open Invoices if any new charges posted.

  5. Review Transactions for failed/duplicate payments.

  6. Security sweep: confirm 2FA is still active for all users.

8) Troubleshooting

  • Costs look too high → open services list and verify no unintended upgrades.

  • Top-up rejected → finish Verification Center and confirm billing info.

  • Taxes seem wrong → check company Tax ID and country in Profile.

  • See “Suspended” → settle outstanding invoices or contact support.

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