Client User Dashboard
Main dashboard
Main dashboard is the client-side area for monitoring the workspace. The main dashboard page opens on Current Month Usage and shows Usage and Estimated Cost for the current calendar month.
Weekly Token Usage shows how many tokens were used during the current week and the date range used for that weekly total.
Processed Tokens shows the total computing units consumed during the current calendar month.
Credits Remaining shows the remaining account credit balance and the reset date for that credit balance.
Plan Tokens Remaining shows how many plan tokens are still available and when the plan token allowance resets.
Account ID Metrics shows usage by Account ID after tool users generate activity. If there is no activity yet, the dashboard explains that no Account IDs have generated activity for the current month and gives two actions: Open Usage Controls and Open Tools Workspace.
Usage Controls
Account Management is where the client user creates and manages Account IDs for tool access. This page is used to create access keys, add labels, suspend or reactivate access, manage daily token limits, and archive an Account ID while preserving its historical usage.
Create your first Account ID appears when no Account IDs exist yet. It explains that each team member signs into the tools workspace with an Account ID, recommends creating one Account ID per person, role, or bay, and gives shortcuts back to the overview or into the tools workspace.
Account IDs is the management area for creating and reviewing access codes. The create form includes an Account ID field, a User Name field for the label, a Generate action for creating a new code, and a Create Account ID button.
Account ID is the access code the tool user will use to enter the tools workspace.
Label is the readable name attached to the Account ID so usage and billing reports are easier to understand later.
Status shows whether the Account ID is active or suspended.
Daily Token Limit shows the maximum tokens that Account ID can use per day. Unlimited means no daily cap is set for that Account ID.
Actions opens the controls for managing the selected Account ID.
Usage Reports
Usage Reports is where the client user reviews monthly usage report records.
Report Filter narrows the report list by month and year. By default, the latest 6 months are shown.
Month filters the table to one month, or All months shows every available month in the selected year filter.
Year filters the table to one year, or All years keeps reports from every available year.
Clear resets the month and year filters back to All months and All years.
Total Reports shows how many usage report records are available before the current visible list is narrowed.
Report Period shows the report month and the exact date range covered by that row.
Tokens shows the total tokens recorded for that report period.
Status shows whether the report is current or completed.
Generated shows the date the report row was generated.
Report opens the selected usage report.
Billing
Billing is where the client user reviews the current plan, monthly token usage, next billing date, Stripe billing access, subscription management, and token top-ups.
Current Plan shows the active plan name and the monthly price in CAD.
Monthly Token Usage shows how many tokens have been used in the current month and how many tokens remain for the month.
Next Billing Date shows the next Stripe billing date and the current Stripe subscription status.
Billing Portal Home opens Stripe Billing home so the client user can review invoices, payment methods, and customer account details.
Open Billing Home starts the Stripe billing portal home flow.
Subscription Management is used to change plans in Stripe Billing through the managed subscription flow. If a paid subscription is canceled, the workspace falls back to the free baseline so plan options remain available.
Manage Subscription opens the Stripe subscription management flow.
Token Top-Ups lets the client user buy additional one-time token credits when more usage is needed before the next plan reset.
Available top-up balance shows how many purchased top-up tokens are currently available.
Buy 1,000,000 Tokens starts checkout for a 1,000,000 token top-up.
Buy 3,000,000 Tokens starts checkout for a 3,000,000 token top-up.
Business Rules
Business Rules is where the client user stores company default service intervals for maintenance-related tool workflows.
Default Service Intervals is the text area for pasting the company maintenance schedule intervals.
Save Business Rules saves the current default service interval text.
Clear Rules removes the saved default service intervals.
Profile & Business Details
Profile is where the client user updates basic account information.
Display Name is the name shown for the client user in the dashboard.
Phone stores the client user's phone number.
Email shows the current account email on the profile form.
Save Profile saves changes to the basic profile information.
Company Details stores the invoice BILL TO details for the account.
Company Name is the company name used for billing.
Contact Full Name is the billing contact name.
Billing Email is the email address used for billing contact details.
Billing Phone is the phone number used for billing contact details.
Address Line 1 stores the primary billing street address.
Address Line 2 stores the optional suite, unit, or secondary address detail.
City stores the billing city.
State / Region stores the billing state, province, or region.
Postal Code stores the billing postal or ZIP code.
Country stores the billing country.
Save Company Details saves the company billing details.
Timezone controls date filtering and timestamp display across the dashboard.
Save saves the selected timezone.
Security Settings
Security Settings is where the client user changes the account email or password.
Change Email sends a verification email to the new address. The page also shows the current email before the change is submitted.
New Email is the new email address the client user wants to verify.
Send Verification sends the verification email for the new address.
Change Password sets a new password for the account.
New Password is the new password value.
Update Password saves the new password.
Password requirements show the rules the new password must meet before it can be used.