Operations overview
Good afternoon.
A live snapshot of your RoundBase environment — pipelines, datasets and dashboards fed from Purgo, trackers, fuel and timesheets.
Datasets
Select a table to open it in the explorer.
Tables
Workspace Loading...Dashboards
Tiles open in a new tab.
AI agents
Data entry
Key a few rows straight into a warehouse table.
Admin area
Access
Groups decide what people see — tables (down to the column), dashboards, agents and data entry. Everyone is the group every person is in; a person can be in several more.
Platform
Clients
| Client | Slug | Status | Users | Admins | AI chat | Workspace | |
|---|---|---|---|---|---|---|---|
| Loading clients… | |||||||
Recent sessions
Every "view as", newest first| Operator | Viewed as | Client | Started | Ended |
|---|---|---|---|---|
| Loading sessions… | ||||
Account
Your account
Manage your password and two-factor authentication.
You'll need an authenticator app on your phone — Microsoft Authenticator, Google Authenticator, 1Password and Authy all work.
Scan this with your authenticator app, then type the code it shows to confirm the two are talking to each other.
Can't scan? Enter this key by hand
Dataset explorer
Data entry