Skip to main content
Intervy Docs

Organization · Dashboard

Dashboard

The home page shows role-specific widgets with live counts for interviews, positions, candidates, credits, and team activity.

The dashboard is the first screen you see after signing in. It greets you with a summary strip of live counts and then arranges widgets into three sections — For you, Hiring pipeline, and Workspace — based on what your role can see. Widgets that have nothing to show are hidden automatically.

Summary strip#

The strip across the top of the page shows up to four live counts:

CountVisible to
open positionsAnyone with job_positions:view
candidatesAnyone with candidates:view
interviews this weekAnyone with interviews:view_all or interviews:assign
assigned to youAnyone with interviews:conduct

Each count only appears when it is greater than zero and the signed-in user holds the matching permission.

Quick actions#

Below the strip, context-aware buttons let you jump to the creation flow for any entity you have permission to create:

ButtonRequired permission
New job positionjob_positions:create
New candidatecandidates:create
New interviewinterviews:assign
New questionquestions:publish
New templatetemplates:publish

Only buttons for permitted actions appear. If none apply, the row is hidden.

For you#

The For you section shows widgets that are personal to the signed-in user.

Upcoming interviews#

Shows interviews assigned to you that are in progress or scheduled. Each row shows the candidate name, position, template, and scheduled time labeled as Today, Tomorrow, or a specific date. Click any row to open the interview.

When no interviews are assigned, the widget shows: No interviews assigned yet — with quick links to browse questions and templates to prepare.

Recent completed#

Shows the last few interviews you personally completed, with the candidate name, position title, completion date, and an average score chip. Click any row to open the interview review.

This widget only appears when you have at least one completed interview in your history.

Your approvals#

Shows questions, templates, and offers submitted by team members that are waiting for your approval. Each item displays the type, title, submitter name, and how long ago it was submitted. Select Review to open the approval dialog — for an offer, the dialog shows the offer letter, compensation, start date, and expiry so you can check the terms before you approve or reject.

This widget only appears when you hold questions:approve, templates:approve, or offers:approve and there is at least one pending request directed to you.

Hiring pipeline#

The Hiring pipeline section focuses on open roles and active candidates.

Open positions#

Shows the total number of positions with a segmented bar breaking them down by status: Open, Draft, and Closed. Select Manage to go to the positions list.

When no positions exist yet, the widget shows: No positions yet — with a Create position button.

Candidate pipeline#

Shows a horizontal bar chart with a row for each application status stage and the count of candidates at that stage. Select All candidates to go to the candidates list.

When no applications exist yet, the widget shows: Funnel fills up as applications arrive.

This widget requires both candidates:view and job_positions:view.

Awaiting assignment#

Shows applications that have reached a phase where no interviewer has been assigned yet. Each item displays the candidate name, phase name, position title, and how long the application has been waiting. Select Assign to go to the candidates list.

This widget only appears when you hold interviews:assign and there is at least one unassigned application.

New this week#

Shows candidates added in the last seven days with their name, position they applied for, source, and how recently they arrived. Select View all to go to the candidates list.

This widget only appears when you hold candidates:view and at least one candidate has been added recently.

Workspace#

The Workspace section covers the question library, credits, team, and billing.

Library#

Shows the count of questions and templates in your organization's library. Select Browse to jump to the questions or templates list. The specific counts shown depend on which of questions:view and templates:view you hold — a user with only one of the two sees only the relevant count.

Credits#

Shows the current credit balance for your organization. When the balance is 2,000 or below, the balance turns red and shows: Low balance — top up to keep Ivy responsive.

If you hold billing:manage, a Buy more button appears alongside the balance.

Team#

Shows the total number of members in your organization, a badge for pending invitations, and a breakdown of members by role. Select Manage to go to the members settings page.

Recent purchase#

Shows the most recent credit purchase — the pack name, amount paid, credits received, and date. This widget only appears when there is at least one purchase on record and you hold billing:view.

Role comparison#

WidgetAdminStaffingInterviewer
Upcoming interviewsYes
Recent completedYes
Your approvalsYesYes
Open positionsYesYes
Candidate pipelineYesYes
Awaiting assignmentYesYes
New this weekYesYes
LibraryYesYesYes
CreditsYesYesYes
TeamYes
Recent purchaseYes

Widgets marked — are hidden for that default role because the role does not hold the required permission. Custom roles may see more or fewer widgets depending on the permissions assigned.

Permissions reference#

ActionPermissionDefault roles
View own upcoming / recent interviewsinterviews:conduct
AdminInterviewer
Assign interviewsinterviews:assign
AdminStaffing
View all interviews (org-wide)interviews:view_all
AdminStaffing
View job positionsjob_positions:view
AdminStaffing
Create job positionsjob_positions:create
AdminStaffing
View candidatescandidates:view
AdminStaffing
Add candidatescandidates:create
AdminStaffing
View questionsquestions:view
AdminStaffingInterviewer
Publish questionsquestions:publish
AdminStaffing
Approve questionsquestions:approve
AdminStaffing
View templatestemplates:view
AdminStaffingInterviewer
Publish templatestemplates:publish
AdminStaffing
Approve templatestemplates:approve
AdminStaffing
Approve offersoffers:approve
no default role
View membersmembers:view
AdminStaffing
View credit balancecredits:view
AdminStaffingInterviewer
View billing historybilling:view
Admin
Purchase creditsbilling:manage
Admin
Last verified: