Your Console
Monitor fleet health, spot clients needing attention, and investigate cross-client activity from one view. Open Clients in the sidebar (/app/console/msp) for consultant and MSP practices; see Working With Clients.
- Use it to
- Monitor fleet runs, success rates, unresolved alerts, and cross-client activity from one console
- Find it
- Left sidebar → Clients (/app/console/msp)
- Limits
- 24h, 7d, or 30d periods · Run details follow client retention (30 days default)
- Instead
- Left sidebar → Dashboard (for the single workspace in your switcher)
- Shows clients with an active delegation grant, scoped to that grant's tier.
- Selecting a client card filters Overview metrics, charts, alerts, and activity.
- Dashboard, Automations, Connections, Deployment, Files, and Variables belong to the switcher workspace.
- The Dashboard badge counts alerts for that workspace, not the client fleet.
Revoking a grant removes that client from your console; see Governance & Impersonation.
Find Your Way Around
Before your first active grant, the console shows Add your first client with Create client and Invite an existing team actions (sample rows are illustrative; see Client Onboarding). With an active client, these tabs and actions appear:
Console Tabs & Regions
| Console tab or region | Scope | What it shows |
|---|---|---|
| Overview → KPI strip & Fleet health | Fleet or selected client | Period run totals and success rate alongside current client and alert counts |
| Overview → Clients roster | Fleet | Client cards with grant tier, live automations, run metrics, and issue badge |
| Overview → Waiting on you & Activity | Fleet or selected client | Unresolved alerts (?view=tasks) and recent runs or changes (?view=activity) |
| Usage & Health tabs | Whole fleet | Fleet-wide usage and health tables (unaffected by card selection) |
| Settings tab | Practice-wide | Client access for grants and App registrations for partner OAuth apps |
Select any top tab to switch views.
Focus on One Client
Use Search clients and click a client card. A client-name chip confirms the filter, scoping Overview metrics, the chart, failure details, activity, and tasks to that client. The Clients card switches to Automations, showing live automations in scope and the grant tier. Clear the chip or click the card again to return to the fleet view; scoping never changes membership or starts impersonation.
Understand the Summary Metrics
KPI Cards & Time Bases
| Card | What it measures | Time basis |
|---|---|---|
| Executions | Completed plus failed automation runs (not Step runs) | Selected reporting period |
| Success rate | Completed runs divided by completed plus failed runs | Selected reporting period |
| Clients (or Automations when scoped) | Managed clients with open alerts (or live workflows) | Current, independent of chart |
| Waiting on you | All unresolved alerts in the fleet or selected client | Current, independent of chart |
Reporting-period selectors affect the first two cards only.
Investigate Failed Runs
Fleet health plots Succeeded and Failed runs over 24 hours, 7 days, or 30 days (default). Changing the period updates execution totals, success rates, and client-card runs; current task and client counts stay unchanged.
Failure details below the chart list Clients with failures (or Failing automations when scoped) across the period, tagging recognized errors with Auth, Timeout, or Rate limit. If a client’s retention is shorter than the window, check its coverage note; unavailable runs are excluded and incomplete comparisons are hidden.
Runs follow the client’s retention policy. Run history is kept for 30 days by default after completion. Investigate failures while details remain; see Data Retention.
Read a Client Card and Open Its Work
Each card shows the grant tier (Full access or Read only), live automation and member counts, period runs, and an issue badge for unresolved alerts.
Click Open automation in task details or switch to a workspace where you hold membership to open the canvas. Entering without membership requires an impersonation session started by a practice Admin; see Governance & Impersonation.
Review Tasks and Activity
Check current tasks
In Waiting on you, inspect up to three unassigned or self-assigned alerts, or click View all (?view=tasks) for all unresolved alerts. Assigning or resolving alerts requires an active full-operational grant. A zero count does not guarantee every run finished or every Human Review was answered.
Investigate activity
Filter Activity by All, Succeeded, or Needs attention, or open ?view=activity for full search and filtering independent of the chart period.
Verify the outcome
Check the Execution Log, the Step’s Executions tab, and the destination app before retrying an uncertain write to avoid duplicate messages, tickets, or payments.
Alert access is not review permission. Answer a Human Review via its review link while signed in with workspace and automation access, not by resolving an alert.
Check Client Funding
A grant gives operational access, not billing sponsorship or paid capacity. Self-funded client workspaces use their own balances; see Sponsorship & Changing Payer and Invoices & Payment Methods. Check the client’s plan and limits before deploying, and follow Usage Controls & Recovery if capacity runs out. Verify whether stopped runs or missed events need replay.
- Run
- Open Clients in the left sidebar and click a client card in the roster
- You should see
- A client-name chip appears and filters Overview metrics, Fleet health, Waiting on you, and Activity to that client.
What’s Next?
👉 Supported Integrations →: plan and maintain client connections.
- Troubleshooting: diagnose failures by symptom.
- Error Handling: configure retries and error branches.
- Governance & Impersonation: enter a client workspace.