Dashboard

The Dashboard in the YubiEnterprise Console provides an overview of available inventory, and recent shipments and purchase orders. The menu to the left provides access to different functions. What you see depends on your user role when logged in to the Console.

There are three categories of Console users: Customers, Distributors, and Resellers. Each of these have their own view providing access to functions that are specific for the type of user role. Depending on your user roles, you can have multiple view options and you can switch between them using the view selector in the upper part of the left menu of the Console.

Dashboard views available to a user with all roles

The following sections describes the functionality available through the different views.

Customer View

All users with either the Console Owner, Console Admin, or Console Auditor role can access the Customer view of the Dashboard. For more information, see Roles and Permissions.

The Dashboard provides an overview of your aggregated inventory, recent shipments and purchase orders (POs). If you are a distributor or a reseller, the information you see on the Dashboard using the Customer view applies to purchases for your own organization.

From the Dashboard you can do the following:

Get an overview of your product inventory, aggregated from different resellers if applicable.
View recent shipments and POs.
Request shipments (only Console Owners and Console Admins) from the inventory cards.

For more information about different functions, see Shipment Requests, Working with Shipments, Purchase Orders, and User Management (Settings).

The image below shows an example of a Console Owner’s view of the Dashboard.

The Dashboard displays cards for each of the different subscription plans/tiers within the primary, backup and replacement categories. Each card shows the licenses available and the total licenses in the form of numbers and a circular graphic showing the amount of product consumed and remaining. In addition, the supported form factors for each plan/tier/category can be viewed.

To view the form factors available for each type of subscription, click the left-pointing caret on the right of the title bar on the card for each type of subscription. The Form factors available popup opens on the card. This is shown on the top card in the screenshot above; the caret of the card at the bottom is unclicked and thus does not display the available form factors.

You can put in a shipment request directly from each subscription card as well as from within the Form factors available window. For more information on creating shipment requests, see Working with Shipments.

Subscription (2.0) is differentiated from Subscription (1.0), and the physical products inventory is shown as form factors available.

In the examples shown above, we see the subscription tiers purchased plus inventory available in addition to physical product inventory. Recent Shipments is shown on the Dashboard below that, along with Recent Purchase Orders (POs). Entitlement to products for each subscription tier is given in Key Models Per Tier.

Shippable Inventory

In some cases, shippable quantities for a product might be allocated for example due to limited availability. If there is an inventory allocation set for a specific product you will see the availability on your Dashboard and in the Create shipment request form when requesting shipments. For more information, see Shippable Inventory.

Recent Shipments

Only recent shipments are displayed on the Dashboard. To view all shipments and their details, click Shipments > All shipments in the left menu. For more information, see Viewing Shipments.

Recent Purchase Orders (POs)

Only recent POs are shown on the Dashboard. To view all POs and their details, click View all purchase orders in the left menu. For more information, see Viewing Purchase Orders.

Managing Settings

From the Users page Console Owners can add and delete users for the organization, and recover and reset user accounts if needed. For more information, see User Management.

Distributor View

Distributors are organizations that sell Yubico products to resellers that in turn sell the products to end customers. The Distributor role provides access to the Distributor view in the Console.

The Distributor view lets you see what was sold to end customers, monitor their inventories, and provide access to purchase order information for your resellers.

Viewing Inventories

The Resellers page provides an overview of your associated resellers. To view the inventory for a specific reseller customer, select Resellers in the left menu and click on a Customer link in the list.

This displays the end customer Dashboard showing the inventory that was sold by the distributor and the associated reseller to that end customer. The dashboard view is an aggregation of how much of each product was purchased, and how much inventory is available for shipping. Inventory sold to this end customer by other distributors or resellers is not shown.

The end customer dashboard view displays the following information:

Subscription/non-subscription inventory

Perpetual/physical product inventory

The number of each product purchased

The number of each product remaining to be redeemed/shipped

For Advanced/Compliance tiers, the models that the end customer can order

The most recent purchase orders

Viewing Purchase Orders

The Purchase orders page provides a list of purchase orders and associated resellers and their end customers. To see purchase order details for a specific customer, click the desired Purchase order link in the list of resellers.

For more information on purchase order details, see PO Detail View.

Note

If a customer is shipping custom keys, for example pre-programmed or pre-registered keys, the Customization ID and Customization label (user-friendly name) are displayed on the PO. The columns are only visible if a PO contains items from a customized inventory. For more information, see Customizations.

Managing Settings

From the Settings page you can manage settings for your resellers, for example allowing them to view purchase orders. For more information, see Distributor Role.

Reseller View

Resellers are organizations that sell Yubico products to end customers. The Reseller role provides access to the Reseller view in the Console.

The Reseller view lets you see what was sold to your customers, monitor their inventories, and provide access to purchase order information for your end customers.

Viewing Inventories

The Customers page provides an overview of your customers. To view the inventory for a specific customer, select Customers in the left menu and click on a Customer link in the list.

This displays the end customer Dashboard showing the inventory that was sold by you to that end customer. The dashboard view is an aggregation of how much of each product was purchased, and how much inventory is available for shipping. Inventory sold to this end customer by other distributors or resellers is not shown.

The end customer dashboard view displays the following information:

Subscription/non-subscription inventory

Perpetual/physical product inventory

The number of each product purchased

The number of each product remaining to be redeemed/shipped

For Advanced/Compliance tiers, the models that the end customer can order

The most recent purchase orders

Viewing Purchase Orders

The Purchase orders page shows a list of purchase orders and associated customers, and distributors if any. To see purchase order details for a specific customer, click the desired Purchase order link in the list.

For more information on purchase order details, see PO Detail View.

Note

If a customer is shipping custom keys, for example pre-programmed or pre-registered keys, the Customization ID and Customization label (user-friendly name) are displayed on the PO. The columns are only visible if a PO contains items from a customized inventory. For more information, see Customizations.

Managing Settings

From the Settings page you can manage settings for your customers, for example allowing them to view purchase orders. For more information, see Reseller Role.

To file a support ticket for YubiEnterprise Delivery, click Support.