---
title: "Sign in to the Dashboard"
description: "Sign in to the Raíz Dashboard, choose your organization and find each section of the menu."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sign in to the Dashboard

The Dashboard is where your team works with Raíz: you see conversations, tune agents and review reports. You sign in with the same Arbol account you use in Agenda and in Account.

## Before you start

- Someone in your organization must have invited you. The invitation arrives by email with a link.
- What you see depends on your role. If a section is missing, ask whoever manages your team to check your role (see [Team and permissions](/en/raiz/team/)).

## Steps

1. Open [raiz.getarbol.com](https://raiz.getarbol.com/) in your browser. The first time, use the link in your invitation email.

2. Sign in with your Arbol account. The sign-in screen is Arbol's, not the Dashboard's.

3. If you belong to several organizations, choose your clinic's.

4. You land on **Overview**, the Dashboard's home page.

## What's in the menu

The sidebar shows only the sections your role can open.

| In the menu | What it's for |
| --- | --- |
| **Overview** | What's happening today: today's conversations, those **In progress**, the **Success rate**, what's left **To review**, your workers and recent conversations. |
| **Conversations** | Every call and chat, with its transcript, summary and outcome. See [Follow conversations](/en/raiz/conversations/). |
| **People** | The patients and people who get in touch with you. See [People and the block list](/en/raiz/contacts/). |
| **Workers** | Your agents. See [Create an agent](/en/raiz/create-an-agent/). |
| **Reports** | Questions about your operation, answered with figures. See [Reports](/en/raiz/reports/). |
| **Sites and forms** | Your website's chat and forms. See [Chat on your website](/en/raiz/web-chat/). |
| **WhatsApp** | The **WhatsApp inbox**, to write from the Dashboard. It shows only when your organization has a connected WhatsApp number. See [Handle a WhatsApp conversation](/en/raiz/take-over-a-conversation/). |
| **Applications** | The other Arbol apps your organization has, such as Agenda (listed as **Calendar**). They open in another tab. |
| **Arbi** | Arbol's assistant: ask it about your conversations, agents and reports in your own words. |
| **Settings** | Your organization, your team, the knowledge base, bulletins, channels, contact profiles and the block list. |
| **Support** | How to reach the Arbol team. |

## The Overview page

**Overview** opens with a greeting and what's happening with your agents today:

- **Today**: today's conversations, how many were by voice, WhatsApp and web chat, and how many there were yesterday.
- **In progress**: the conversations open right now.
- **Success rate**: how many evaluated conversations ended well.
- **To review**: the conversations the AI escalated to your team or whose evaluation failed.
- **Your workers**: each agent with its state (**In a conversation**, **Idle**, **Paused** or **Needs setup**), how many conversations it had and its success rate.
- **Recent conversations**: the latest ones, with a **View all** link.

You can filter the page by one worker and change the period (**Today**, **Last 7 days**, **Last 14 days**, **Last 30 days**, **Last 90 days** or a **Custom range**). The period changes the charts, **Success rate**, **To review** and **Success evaluation**, which splits the period into successful, failed and no conclusive outcome. If your organization has no agents yet, the page invites you to **Create your first worker**. How the rate is calculated: [Understand and change the success rate](/en/raiz/success-rate/).

## Your account, language and theme

- **Switch organization**: click the organization's name at the top of the sidebar and choose **Switch organization**.
- **Language and theme**: click your name at the bottom of the sidebar. There you choose the **Language** (English or Spanish) and the **Theme** (**Light**, **Dark** or **System**).
- **Manage your account**: in the same menu, opens your Arbol profile in another tab.
- **Sign out**: also in that menu.

## Settings

**Settings** groups its pages in three blocks. At the top there's a search box: type, for example, "hours" or "roles".

| Block | Pages |
| --- | --- |
| **Your organization** | **Organization** (name, language, time zone, email notices and daily report), **Team and permissions** and **Billing**, which opens your billing in Account. |
| **Your agents** | **Knowledge Base**, **Bulletins** and **Definitions**. |
| **Reaching customers** | **Channels**, **Contact profiles** and **Block list**. |

To go back to the rest of the Dashboard, click **Dashboard** at the top of the sidebar.

## Troubleshooting

**"Your account isn't in an organization yet".** You signed in with an email nobody invited. Open the link in your invitation email, or sign in with the email you were invited with. If you have no invitation, ask whoever manages your team.

**"You do not have access to this section".** Your role doesn't include that page. Open another from the menu or ask an administrator to check your role.

**"You don't have access to this organization".** Your role in that organization doesn't open any section of the Dashboard. Switch organization or ask for a role.

**"You have read-only access to this section."** You can see the page, but your role can't change it. Buttons your role doesn't allow don't appear.

**My role changed and I still see the same.** Role changes apply the next time you sign in. Sign out and sign in again.

**"We could not sign you in" or "Your session took too long to renew".** Click **Try again**. If it keeps happening, reload the tab.

Source: https://docs.getarbol.com/en/raiz/dashboard/index.mdx