Dashboard User Guide

Last updated by Roi Efrati on November 2nd, 2026.

Overview

The Edgify Dashboard provides a centralized view for monitoring and managing the status and details of your devices, clusters and sites. It enables access to detailed reports on performance metrics for the retailer. Additionally, it allows users to visually inspect and review image data samples to validate prediction accuracy and manage machine learning models effectively.

Navigation Panel

• Resources: Provides access to Devices, Clusters, Sites and Site Groups.
• Data: Data Review — Images, Sessions, Catalog and Pending Updates. Some roles also see Labels Breakdown and Datasets.
• Reports: Offers detailed reporting including default and custom reports on various performance metrics.
• Alerts: Managed alerts triggered across your devices, grouped by event (see Resources - Alerts below).
• Settings: Configuration and administrative options.
• About: Version details and software-related information.
• Documentation: Access to user guides, troubleshooting and support documents.

The menu shows only the sections your role can use, and each section shows only the tabs your role can open. If you open any other page, for example from a bookmark or a link someone sent you, the dashboard shows an Unauthorized page instead. Its Go back button takes you to the first section in your menu. If your user belongs to more than one account, the page also suggests switching to another account from the top right corner.

Tables and Data Export

Most data tables across the dashboard — including Devices, Sites, Clusters, Alerts, Catalog, Regions, and Users — include a Download button above the table, alongside the table's filter and search controls.

Clicking Download exports the table's current filtered view as a CSV file — so applying a filter or search before downloading narrows the export to just those results, rather than exporting everything. The export includes every matching row, not only the page you are looking at, and it does not follow the table's on-screen sort order. Very large exports are capped at 50,000 rows.

This is a separate capability from the PDF export available for Reports — see Reports below for that.

Filtering and Active Filters

Most tables have an All Filters button above them that opens the filters available for that table. Choose your filters and click Apply to narrow the table. The panel only offers the filters your role can use. For example, a role without access to site groups sees no Site Groups filter.

You can also paste values into a filter to select several at once, one per line; a row of cells copied from a spreadsheet works too. Tag names can contain spaces, so in the Tags filters only new lines and tabs separate pasted values; in most other filters, spaces and commas separate them as well. A pasted name that matches an option selects it, and values already selected aren't added again.

Every filter you apply appears as a chip in the Active filters bar above the table, showing the selected values by name, for example Tags: Aisle 3, Checkout or Sites: Store 12. Click the x on a chip to remove that filter, or Clear all to remove every filter at once. The bar is hidden on narrow, phone-sized windows.

On the main pages, the applied filters are part of the page's web address, along with the table's sort order and page. You can bookmark a filtered view or send the link to a colleague, and opening the link restores the same filters, as long as their role can open that page; otherwise they see the Unauthorized page described under Navigation Panel. If a link names an item that no longer exists, or that you can't see, its chip shows the item's ID instead of its name, for example Sites: #28. The filter still applies, so remove it from its chip if you don't need it.

Bulk Actions

Several resource tables across the dashboard — including Devices and Alerts — let you act on multiple rows at once instead of one at a time. Select one or more rows using the checkboxes in the leftmost column; a floating toolbar then appears at the bottom of the screen showing how many items are selected and the bulk actions available for that table (for example, bulk-resolving alerts — see Resources - Alerts below).

If every row on the current page is selected, an additional Select all N from all pages option appears, extending the action to every item matching the table's current filters and search — not just the rows currently loaded on screen.

Tag: Tables such as Devices, Sites, Clusters, Sessions, Images and the Catalog offer a bulk Tag action. A tag name can contain spaces: type it and pick it, or press Enter, and it is added as one tag. To enter several tags at once, paste them one per line. The same applies to the Tags field on an item's own page. Neither removes a locked tag from its items — see Tags Management under Account Settings below.

Site Groups and Sites expose a similar multi-select bulk-actions pattern for applying an Operational Hours schedule to several groups/sites at once — see Resources - Site Groups below.

Resources - Devices

Filter by Tag: In the All Filters panel, use the Tags filter to narrow the list by device tags, and choose how the selected tags are matched:

• Contains any (the default): devices with at least one of the selected tags.
• Contains all: devices with every selected tag.
• Exact match: devices with exactly the selected tags and no others.
• None: devices with none of the selected tags. With no tag selected, it shows devices that have no tags at all.

Applied filters appear as chips above the table; see Filtering and Active Filters above.

Download: Click the Download button above the table to export the current filtered list of devices as a CSV file — see Tables and Data Export above for details.

Upload a file (users with the Tech or MLOps role) creates or updates devices from a CSV file. The dialog offers a template with the columns name,cluster,site,activationTime,tags; only name is required, and a device is matched by its name — a name that does not exist yet creates a new device. cluster and site are given by name, and one that does not exist yet is created (a new cluster is Distributed). cluster, site and activationTime replace the device's current values, and an empty cell leaves that value unchanged. Tags are added to the device's tags and never removed; separate several tags with ;. The file is checked first: each row is shown as new, as an update or as an error, together with any warnings, and a file with an error in any row can't be uploaded until you correct it.

Devices - Overview

Clicking a device name opens a detail panel on the right, including:

• Image or camera feed preview (if available)
• Description
• State, Cluster, Site, Agent Version, Activation Time and more data
• Quick Actions:
  • Capture Snapshot (for camera-integrated devices)
  • Run Diagnostics
  • View Version History

Devices - Diagnostics

Navigating to 'Diagnostics' allows users to run diagnostics and verify the device's operational status across different modules.

Diagnostics Modules The following diagnostic modules are available:

• Classifier: Checks the performance of the classification model running on the device.
• Object Detection: Evaluates the object detection functionality.
• Custom: Runs custom diagnostics depending on the specific deployment or model.

Each test shows a status result such as 'Passed' or 'Failed' along with the last run timestamp.

To run diagnostics:

1. Click 'Run Diagnostics' under the desired module.
2. The system will evaluate the relevant tasks.
3. Results will appear with pass/fail status and progress percentage (e.g., 100%).
4. You can click the eye icon to view additional details about each test result.

Devices - Version History

The Version History tab offers full transparency into the lifecycle of agent versions deployed to a specific edge device. This feature is especially valuable for audit tracking and troubleshooting.

Devices - Managing Alerts

Each device has a set of alerts (for example Device Down, Server Down, Camera Down, High Resource Usage) that notify you when the device reports a problem. You can enable or disable these alerts for one or more devices at once from the Devices table.

To manage alerts for one or more devices:

1. Select one or more devices using the checkboxes in the leftmost column (see Bulk Actions above).
2. In the floating toolbar, click Alerts to open the Manage Device Alerts dialog.
3. Choose one of the two modes:
   • Apply to all alerts: enable or disable every alert for the selected devices in one step.
   • Customize per alert: toggle individual alerts. The list shows every alert type, with the most common ones (Device Down, Server Down, Camera Down, High Resource Usage) at the top. Each row shows the current status across your selection — enabled or disabled on all selected devices, or "Enabled on N of M devices" when it differs between them.
4. Click Save. Only the alerts you changed are applied; a disabled alert stops producing notifications for the selected device(s) until you re-enable it.

When an alert's state differs across the selected devices, its checkbox is shown in a mixed (indeterminate) state; leaving it untouched keeps each device as it is and only changes the alerts you actually toggle.

You can also enable or disable all alerts for a single device from the switch on that device's overview page — the Manage Device Alerts dialog is the multi-device equivalent.

Resources - Sites

The Sites View within the Edgify Dashboard provides a comprehensive summary of all registered locations (stores) where your devices are deployed. This view offers an at-a-glance summary of operational readiness, device distribution and activation data. Clicking on a site row opens a detailed view showing comprehensive information. A site's detail view also lets you override the account's default Operational Hours for that specific site — see Account Settings > Operational Hours below for how the schedule works.

Filter by Site: Use the All Filters panel above the table to search for and select one or more specific sites by name — the table narrows to just the sites you've selected. This can be combined with the Tags filter at the same time to narrow further.

Download: Click the Download button above the table to export the current filtered list of sites as a CSV file — see Tables and Data Export above for details.

Update Site Group: Select multiple sites and use the Update Site Group bulk action in the floating toolbar to assign or move them all into a single Site Group at once — see Bulk Actions above for how multi-select works. Sites already in the target group are left unchanged; sites currently in a different group are moved into the new one.

Region and Sub Region

In a site's detail view the Region and Sub Region fields are pick-lists drawn from your account's list of regions, shown in Settings > Regions — you choose from the regions that exist rather than typing a name. Pick a region first; the Sub Region list then offers only that region's sub-regions. Choosing a different region clears the sub-region, because a sub-region belongs to exactly one region, and clearing the region unassigns both. The regions themselves are set up and maintained by Edgify — see Regions under Account Settings below.

A site whose region or sub-region has since been inactivated keeps its assignment, but it is not shown: the field reads as unassigned (and the sites CSV exports it blank) until the region is reactivated or the site is reassigned. An active region with an inactivated sub-region still shows the region.

Update Region: Select multiple sites and use the Update Region bulk action in the floating toolbar to assign one region — and optionally one of its sub-regions — to all of them at once; it works with select-all across pages. Choosing a region on its own clears any sub-region the selected sites held under a different region. To unassign instead, tick Remove the region and sub region from the selected sites.

Sites CSV download and upload

Download exports the current filtered list with the columns id,name,activationTime,group,deviceCount,region,subRegion. region and subRegion are the names from Settings > Regions, blank when the site has none or its region is inactivated.

Upload a file (users with the Tech or MLOps role) creates or updates sites from a CSV. The dialog offers a template with the columns name,region,subRegion,group,activationTime,tags; only name is required, and a site is matched by its name — a name that does not exist yet creates a new site. Column names are matched regardless of case, and a file saved from the download can be uploaded again as it is.

• A blank cell leaves that field unchanged. It never clears a value — to remove a site's region, use the site's detail view.
• region and subRegion must name a region that exists and is active in Settings > Regions; a row naming an unknown or inactivated region fails, and the message points you to that tab.
• A row that moves a site to a new region while still naming a sub-region of its old region is rejected rather than stored as a mismatched pair — correct the row and upload again.
• group names the site group; a group that does not exist is created.
• tags is a ;-separated list that is merged into the site's existing tags.

Every upload runs as a preview first: each row is shown as creating a new site or updating an existing one, together with any warnings and errors. Nothing is written until you click Apply.

Resources - Site Groups

Site Groups let you organize multiple sites together for shared configuration and bulk actions — for example, applying an Operational Hours schedule or catalog labels to every site in the group at once, rather than one at a time.

To create a site group, click Add Site Group from the Site Groups list and give it a name; sites can then be added to it from the group's own Sites tab.

Clicking a site group opens a detail view with three tabs:

• Overview: the group's name, its Operational Hours schedule (see Account Settings > Operational Hours below — a site group's schedule overrides the account default for every site in that group), and when the group was created.
• Sites: the sites currently in the group, with the same readiness/status columns as the main Sites view. Sites can be added to or removed from the group here.
• Labels: catalog label translations scoped to this group.

Filter by Site Group: Use the All Filters panel above the Site Groups list to search for and select one or more specific site groups by name, narrowing the table to just your selection.

Note: From the Site Groups list, selecting multiple groups exposes bulk actions, including applying an Operational Hours schedule to all selected groups at once. The same bulk-apply action is available from the Sites list for applying a schedule to multiple sites at once.

Delete: Select one or more site groups and use Delete in the floating toolbar, or use Delete in a group's row action menu, then confirm. Deleting removes only the group: its sites are kept, but they no longer belong to any group. A deleted group can't be restored.

Resources - Clusters

A cluster is a group of devices managed together — for example, a model can be deployed to a whole cluster at once. Its architecture is Distributed, Hybrid or Centralized; a Hybrid or Centralized cluster also has an in-site collaborator, one of its devices. Users with the Owner, Site Manager, Tech or MLOps role can open Clusters.

The table lists each cluster with how many of its devices are Ready, Offline and in Total, its Collaborator, the Deployed model (the model last deployed to the whole cluster) and the Devices Models (the models its devices are running). Search by cluster name above the table.

Download: Click the Download button above the table to export the current filtered list of clusters as a CSV file — see Tables and Data Export above for details.

Add Cluster (users with the Tech or MLOps role): Enter the cluster's name, choose its Architecture, pick its devices under Associate Devices, and, unless it is Distributed, choose its In-site collaborator. Click Done.

Upload a file (users with the Tech or MLOps role) creates or updates clusters from a CSV file. The dialog offers a template with the columns cluster,architecture,server,tags; only cluster, the cluster's name, is required, and architecture is distributed, hybrid or centralized. The file is checked first, and each row's errors and warnings are shown before you upload it.

Bulk actions (users with the Tech or MLOps role): Select one or more clusters to act on them from the floating toolbar — see Bulk Actions above:

• Deploy Model: Pick the model, and tick Also deploy to in-site collaborator devices only if a collaborator needs a local copy (in-site collaborators do not run models). Choose Immediate or Scheduled, check the Summary, and click Deploy.
• Upload Config: Deploys a YAML configuration file to the devices in the selected clusters, immediately or at a scheduled time.
• Tag: Adds or removes tags on the selected clusters.

Remove (users with the MLOps role): Use Remove in a cluster's row action menu. The cluster is removed straight away, without a confirmation step.

Clusters - Details

Clicking a cluster opens its details in a pane on the right, with two tabs:

• Overview:
  • Architecture: Distributed, Hybrid or Centralized, with the In-site collaborator of a Hybrid or Centralized cluster. Users with the Tech or MLOps role can change both with Edit.
  • Deployed model and Model deployed on: the model last deployed to the whole cluster, and when.
  • Tags: the cluster's tags. Users with the Tech or MLOps role can edit them here.
  • Total Labels: how many different labels appear in the samples of the cluster's devices.
  • Total Samples: how many samples the cluster's devices have collected.
  • Created at and Updated at: when the cluster was created and last changed.
• Devices: the cluster's devices, with their State, Version, Model and Last Ping. Users with the Tech or MLOps role can add devices with Add Devices, or select devices and use Unassign Devices to take them out of the cluster.

Resources - Alerts

The Alerts view lists managed alerts triggered across your devices, grouped by event.

• Filter alerts by status, alert type, device, name, or a date range.
• Click an alert to view its details or update its status.
• Resolve: For an alert with status "Open", use the row's action menu (⋯) to resolve it.
• Bulk resolve: Select multiple alerts and use the Resolve bulk action in the floating toolbar to resolve them all at once — see Bulk Actions above for how multi-select and "select all from all pages" work.
• Download: Click the Download button above the table to export the current filtered list as a CSV file — see Tables and Data Export above for details. The exported file lists individual alerts rather than the grouped-by-event view shown on screen, so the number of rows in the download may not match the number of events displayed.

Data Review - Catalog

The Catalog view lists the products configured for your account, including each item's price, family, and visibility.

• Filter the catalog by name, PLU, family, tags, site, or site group. When a site is selected, the Price column shows that site's price. Selecting a site or a site group changes what the table shows, not which items it lists.
• Translated Labels: Shows the label each site group uses for an item, set on the group's Labels tab or by a site-group upload. When a site group is selected, the column shows only that group's label, and stays empty for items that have none in that group.
• Bulk actions: Select items to Tag them, mark them Out of scope, or Delete them — see Bulk Actions above for how multi-select works.
• Download: Click the Download button above the table to export the current filtered list as a CSV file — see Tables and Data Export above for details.
• Devices: Adding, re-adding, renaming, or removing an item is sent to your running devices automatically. Devices only receive items that have a Name (or a site-group label). A device that is offline at the time gets the change with the next catalog update that reaches it.

Adding an item

1. Click Add Item above the table. Only users who can edit the catalog see this button.
2. Enter the item's Label (its PLU). Name, English Name, Family, Price, Price By, Out of scope, and Tags are optional.
3. Click Create. The item's page opens.

If an item with that Label already exists, Create doesn't change it. The Label field shows "An item with this Label already exists", and Open item opens that item, where you can edit it.

Adding an item with the Label of a removed item brings that item back. The fields you fill in replace its earlier values, and the fields you leave empty keep them. The tags you pick are added to its earlier tags; none are removed. A message then lists what changed and what was kept from before.

Item page

Click an item to open its page.

• Item Details: Edit the Name, English Name, Family, Price, Price By, Out of scope, and Tags in place. The Label can't be changed.
• Site Prices: Shows the Base Price and a row for each site that has its own price. Click a price to change it. Setting a site's price to the same value as the Base Price removes that site's row, and the site goes back to using the Base Price. Site prices are created by site-specific and site-group catalog uploads (see below).

Uploading a catalog CSV

Click Upload a file above the table and choose a CSV file. The file needs a label column and can also include name, englishName, family, price, priceBy, and outOfScope (plus translatedLabel for site-group uploads).

Choose where the upload applies:

• Base Catalog Update: Updates item details and each item's base price.
• Site-Specific Catalog: Prices in the file apply only to the sites you select.
• Site Group Catalog: Prices in the file apply to every site in the groups you select.

Names and the other item details in the file apply to the item everywhere; only prices are site-specific. A site-specific or site-group upload never sets an item's base price, so items it creates have no base price: they show an empty price in the catalog, and show the uploaded price when one of their sites is selected.

Removing items

• Remove one item: Use the row's action menu (⋯) and choose Remove. The dialog shows how many samples are associated with the item; type delete to confirm.
• Remove several: Select them and use the Delete bulk action.

Data Review - Images

The Images displays all images from all devices by default used for data review. Each image includes metadata and identifiers to aid in image management and review. Images are arranged in a gallery view or a list view. Each image has identifiers and status indicators directly beneath the thumbnail and the label and prediction displays there.

Click All Filters to open a range of filtering options, or use the elevated filters for quick access.

Image available: Enable this filter to show only samples that currently have a viewable image — whether the image is stored in the cloud or on a connected device. Samples with no available image are hidden, so you review only the data you can actually see rather than entries whose image is missing or not yet retrievable.

Region / Sub Region: Show only samples captured by devices at sites in one region, or in one of its sub-regions. Both are pick-lists drawn from Settings > Regions: choose a region and the Sub Region list narrows to that region's sub-regions; changing the region clears the sub-region. Only active regions are offered, and the active filters shown above the table name the region you picked.

When you click an image thumbnail, you'll be taken to a detailed view:

The General Tab displays each sample shows its ID, capture details, device source, predictions, assigned labels and tags. It also includes the model used, match strength, and triggers applied.

The Transaction Details Tab displays individual item pricing, weight and quantity, along with the total price and barcode information. It also highlights any recorded loss or discrepancies for each transaction.

Data Review - Sessions

A session is the recording of one shopper's visit to a checkout: its video, the samples (images) captured during it, and any alerts raised — non-scans, non-matches and items left in the cart. The Sessions tab under Data lists them for review.

Users with the Owner, Site Manager, Annotator, Annotator Manager or MLOps role can open Sessions. Owners can review sessions but not tag them. Annotator and Annotator Manager are Edgify staff roles, used by Edgify's own annotation team. For Annotators, Data opens on the Sessions tab, filtered to the sessions assigned to them; remove the Assignees filter to see the others.

Sessions list

For each session the table shows its Session ID, Timestamp (Session), Device and Device Tags, Video Storage (the device that stores the video, or On Backend once it is uploaded to the cloud), Head Blur (whether heads in the video have been blurred), Session Tags, Sample Tags (the tags on its samples, each with how many samples carry it), the number of Non Scans, Non Matches and Left in Cart alerts, and the number of Samples. Annotators, Annotator Managers and MLOps users also see each session's Assignee.

• Manage columns: The button next to the page controls chooses which columns are shown; Reset to default brings the default layout back. Your choice is saved to your profile.
• Search: Type a session's UUID in Search Session UUID.
• The Sessions table has no Download button.
• Tag: Select sessions and use Tag in the floating toolbar to add or remove Session Tags on all of them — see Bulk Actions above. Available to the roles that can tag sessions (see Tagging sessions below).
• Assign To (Edgify staff with the Annotator Manager role): Select sessions, choose Assign To, pick a user — or Unassign — and click Assign.

Filtering sessions

The filters above the table are Dates (when the session started), Sites, Devices, Sample Tags and Alert Type (non-scans, non-matches or left in cart), plus Dataset and Assignee for Annotators, Annotator Managers and MLOps users. All Filters adds Storage Devices, Clusters, Labels, Session Ids, Storage, Head Blur, Session Tags, Device Tags, Assistant Id and Shopper Id.

• Session Tags, Sample Tags and Device Tags match the way the device Tags filter does: Contains any, Contains all, Exact match or None — see Resources - Devices above.
• Assignee matches Contains any or None, and Unassigned shows the sessions nobody is assigned to.
• Storage filters by where the session's video is kept: Backend (uploaded to the cloud), Cluster (on the cluster's in-site collaborator), Edge (on another device), Device (on any device), Recorded (in any of these places) or None (no video).
• Dataset is Production by default; choose a dataset to see its sessions instead.

Applied filters appear as chips above the table — see Filtering and Active Filters above.

Session page

Click a session to open it. The arrows at the top move to the previous or next session in the list, and the counter above the samples steps through the session's alerts.

• The left side lists the session's samples, each with its image, Label, Prediction, Timestamp, Time in Session and Tags.
• The right side shows the selected sample's image, or the session video with Switch to video. Owners, Site Managers and MLOps users can also Download video.
• Below it are the session's details — Start Time, Duration and Session Tags — followed by the selected sample's details, including the Shopper Id and Assistant Id when the checkout provides them.

Start Time: If a session has both a start time reported by its device and one calculated from its samples, a small button next to Start Time switches between them: auto (the default) uses the narrowest window that holds every sample, while device and calc use the device's time or the calculated one.

Tagging sessions

Users with the Annotator, Annotator Manager, Site Manager or MLOps role can tag sessions.

Session Tags: Tags on the session as a whole. Edit them in the Session Tags field on the session page, or for several sessions at once with the bulk Tag action on the list. A locked tag can't be removed — see Tags Management under Account Settings below.

Tagging an alert: Tags apply to the sample you are on, or to every sample you have ticked. Click one of the quick-tag buttons above the samples, or Tag to choose from all tags. The quick tags offered depend on the alert type of the selected samples, and each one shows a number you can press on the keyboard to pick it. The quick tags follow three questions:

1. Was the alert right? If not, tag System Mistake: the alert fired, but nothing was missed. Unusual Activity can be added under it when everything was scanned but the shopper's movements set off the alert. If it was right, tag the Confirmed tag for its alert type: Confirmed Non-Scan (an item bagged or pocketed without being scanned), Confirmed Non-Match (the item scanned doesn't match the item bagged) or Confirmed LIC (an item left in the cart and never scanned).
2. Was it put right after the alert? Under a Confirmed tag, tag Product Recovered if the item was scanned after all — then pick the scanned sample that resolved it and click Apply — or Failed to Recover if it wasn't.
3. Can't tell from the footage? Tag Not Sure, move on, and come back to it later.

These are sample tags: they appear in the Sample Tags column and filter, and in Tags Management under Samples, under their stored names, such as system-mistake and confirmed-non-scan.

Tagging help: The ? button opens Tagging help, which explains each tag and lists the keyboard shortcuts. Its two switches are saved in your browser: Number keys 1-9 (on by default) and Tooltips on hover (off by default), which shows a quick tag's explanation when you hover over it.

If you leave a session after tagging some of its non-scan alerts but not all of them, an Attention message asks you to tag the rest first. Click Ignore to leave anyway.

Reports

The Reports Section in the Edgify Dashboard provides a comprehensive view of performance metrics and system health. It includes:

Default - Report

Offers key statistics such as:

• Number of active stores and devices.
• Total transactions processed.
• Precision and prediction rates with visual gauges.
• Mistake percentage, unknowns, and total labels in the model.
• Transactions without mistakes and from model.
• Distinct items processed.
• Comparison of transaction processing times with and without Edgify.
• Saved hours metrics.

Insights and Trend Analysis: Additional tabs provide daily health checks, live interactions, and performance trends.

Key Actions

Export: Reports can be exported as PDFs.

Report Subscription: Users can create automated report subscriptions by specifying the subscription name, invitee list (email addresses to receive the reports) and scheduling preferences.

Report Sharing: Users can invite external users who do not already exist in the Edgify dashboard to view specific reports.

Analytics Hub

Analytics Hub is listed under Reports in the menu, after your reports, for users with the Viewer, Owner, Site Manager or MLOps role. It presents the reports Edgify offers beyond the ones set up for your account, grouped by topic — Barcode-less Item Recognition, Loss Prevention - Self Checkout and Waste Management. The buttons at the top show one topic, or All.

• Each card describes what the report covers. Click Contact us to learn more to send Edgify a request about that report.
• In the panel on the right, choose a topic under Select a topic, describe what you need, and click Share your feedback. Your request goes to Edgify's teams, who will get back to you.

Account Settings

Overview

The Settings section in the Edgify Dashboard provides essential configurations for your account. Here, you can view general account details such as the account name, logo, and token. You can also view configuration like the architecture, currency, and alert intervals for device and server downtime. These configurations help customize the system to your organizational requirements and maintain effective monitoring.

Non-scan daily capacity threshold

On the Account Settings → Overview page you can see the Non-scan daily capacity threshold — a whole number (default 600). It defines the maximum number of non-scan sessions selected for review and tagging each day.

This is the capacity input for Edgify's capacity-based tagging: rather than tagging a flat percentage of sessions, the system selects up to this many of each day's non-scan sessions for the tagging workflow. A higher threshold sends more sessions for tagging per day, and a lower one sends fewer.

At launch this setting is managed by Edgify — contact your account manager to adjust it.

Operational Hours

Operational Hours define a weekly schedule during which alerts are active, muting them outside those hours so your team isn't paged when no one is on shift. Each account has a default schedule; individual sites and site groups can override it with their own schedule (see Resources > Sites and Resources > Site Groups above).

You can see the account-wide default under Default Operational Hours in Settings > Overview: whether it is enabled and, when it is, its timezone and each day's hours. Only Edgify staff can change it — contact your account manager to adjust it. Edgify staff configure it as follows:

1. In Settings > Overview, click Edit.
2. Toggle Enable Operational Hours on.
3. Select the account's Timezone.
4. For each day of the week, toggle it on or off and set a Start Time and End Time.
5. Click Save.

Report settings

Users with the Owner, Site Manager or MLOps role see a Report Settings tab in Settings. It lists the reports set up for your account, with each report's Name, Description, Report URL, when it was created (Created at) and by whom (Created By), and its Report Status.

Turn a report off or on: Use the Report Status switch, or Disable / Enable in the row's action menu. A disabled report is no longer listed under Reports in the menu.

Report details: Click a report to open it in a pane on the right, with three tabs:

• Overview: Rename the report or edit its Description. It also shows the Report URL, who created the report and when.
• Subscriptions: The report's email subscriptions, with each one's Audience, Schedule, Last Send and Next Send. From here you can edit or delete a subscription, send it now, or view its history.
• Send Log: The report emails already sent and the ones going out next. Open a copy of a sent email, or preview the next one.

Edgify sets up the reports themselves, including customized reports tailored to your specific metrics and business requirements. Customized reports are not included by default; their availability and scope depend on the support plan subscribed to with Edgify. Please contact your Edgify account manager or customer success representative to discuss the options available for your account.

Users Management

Users with the Owner, Site Manager, MLOps or Annotator Manager role can open User Management; users with other roles cannot. The list shows each user's first name, last name, email, role, company, Created By (the person who added them), last login and status. Which users you see depends on your role: Owners, Site Managers and MLOps users see Viewer, Tech, Owner, Site Manager and MLOps users, while Annotator Managers, an Edgify staff role, see Annotator and Annotator Manager users. Other Edgify staff accounts are not listed.

Search and filter: Search by first name above the table, or open All Filters to filter by first name, last name or role.

Create User: Users with the Owner, Site Manager or MLOps role can add a user to the account. Enter the person's email first. If they already use the dashboard in another account, their details are filled in for you; otherwise enter their first name, last name and company. Choose a role and save, and the user receives an invitation email with a link to sign in. Owners and Site Managers can assign the Viewer, Tech, Owner and Site Manager roles; MLOps users can also assign MLOps.

Edit a user: Click a user in the list to open their overview. Users with the Owner, Site Manager or MLOps role can change the user's first name, last name and role there. You can change a user's role only if it is one you are allowed to assign, and you cannot change your own role.

Enable or disable: Anyone who can change a user's role can also change their status, using the switch in the Status column or Enable / Disable in the row's action menu. This does not remove the user from the account.

Delete: Users with the Owner, Site Manager or MLOps role can delete users whose role they are allowed to assign: use Delete in the row's action menu, or select several users and use Delete Users in the floating toolbar. Deleting removes the user from this account only; they keep access to any other accounts they belong to.

Download: Click the Download button above the table to export the current filtered list of users as a CSV file — see Tables and Data Export above for details. The file lists the same users the table shows you, in the columns First Name, Last Name, Email, Role, Company, Created_By, Last_Login and Status. Anyone who can open User Management can download the list.

Tags Management

Tags Management lists your account's tags, one kind at a time. Choose the kind from Select Tag Type at the top of the page: Samples (tags on images), Catalog, Clusters, Devices, Sessions or Sites. Only the kinds your role can manage are listed: Tech users manage device, site and cluster tags; Annotators and Annotator Managers (Edgify staff roles) manage sample and session tags; Site Managers manage catalog, sample and session tags; and MLOps users manage all six.

Add Tag: Creates a tag, which can then be picked on items of that kind. The button appears only if your role can create tags of that kind.

Tag Details: Click a tag to see its Tag Name, whether it is Locked, when it was created and last updated, and who updated it. To rename it, click Edit, change the name, and press Enter or click the check mark.

Delete and Merge: These actions in a tag's row menu are reserved for Edgify staff, so they stay disabled for customer roles. Annotators and Annotator Managers can delete session tags. To have a tag deleted or merged, contact your Edgify representative. Deleting a tag removes it from every item it is on: the dialog shows how many items that is, and you type delete to confirm.

Locked tags: Once a tag is locked, only Edgify staff can remove it from the items it is on or delete it, so important tags aren't removed by mistake.

• Locking and unlocking tags is reserved for Edgify staff too — no customer role can be granted it — so the Locked switch stays disabled for you. To lock or unlock a tag, contact your Edgify representative.
• You can still add a locked tag to items, and rename it.
• Wherever you edit an item's tags — the Tags field on the item's page, the bulk Tag action (see Bulk Actions above), or the Session Tags field on a session's page — a locked tag's chip has no x, and Backspace, Delete and clearing the field all keep it. A locked tag you have only just picked can still be removed until you save.
• Annotators and Annotator Managers can't delete a locked session tag: with Sessions selected, Delete is disabled on locked tags.

Regions

Regions and sub-regions group your sites geographically using one list that Edgify maintains for your account, rather than a region name typed into each site by hand. Because the names come from this list, they stay consistent everywhere they are used.

Users with the Owner, Tech or MLOps role can view the list, search it by region name, and download it as a CSV; users with any other role do not see this tab. Adding, renaming, moving, inactivating, reactivating and uploading regions are reserved for Edgify staff — no customer role can be granted them. To change the list, contact your Edgify representative.

Each row is a region together with one of its sub-regions, so a region with three sub-regions appears as three rows. A region with no sub-regions appears as a single row with an empty Sub Region cell. Sites and Devices count what is assigned to that particular row: a sub-region row counts the sites assigned to that sub-region, and a row with an empty Sub Region cell counts the sites assigned to the region with no sub-region. A site assigned to a region but to none of its sub-regions is not counted in any row when that region has sub-regions. Sites are assigned from a site's detail view, with the Update Region bulk action, or through the sites CSV upload — see Resources > Sites above.

Names are not case-sensitive - "EMEA" and "emea" are the same region. The same sub-region name can be used under different regions: "North" under EMEA and "North" under APAC are two separate sub-regions.

Inactivated regions: Regions and sub-regions are never deleted, only inactivated, so they can be brought back. Sites assigned to an inactivated region or sub-region keep their assignment, but it stops showing anywhere: the site's detail view and the sites CSV show no region (an active region with an inactivated sub-region still shows the region), and the inactivated names leave every filter list. Tick Show inactive to include inactivated regions and sub-regions in the list.

Download gives you a CSV of exactly what is on screen, with two columns, region and subRegion. A blank subRegion means "this region, with no sub-region".

User Profile

Your user profile holds the details that belong to you rather than to the account — your name, your picture, and, if more than one account is available to you, which account the dashboard opens in when you log in.

To open it, click your avatar in the top-right corner and choose User Profile.

You can edit:

• First Name and Last Name — the name shown beside your avatar and in the Users Management list.
• Profile picture — click the avatar inside the dialog to pick an image.
• Default Account — only shown if more than one account is available to you; see below.

Click Save to apply your changes or Cancel to discard them. Save stays disabled until you change something.

Default Account

If more than one account is available to you, the Default Account drop-down sets which account the dashboard opens in the next time you log in. It is pre-selected to your current default and lists every account available to you — you can type in it to filter the list, which helps when it is long.

Changing your default account does not switch the account you are currently viewing. It applies at your next login. To change the account you are looking at right now, use the account selector in the top bar instead.

If only one account is available to you, this field is not shown — there is nothing to choose.