# A tour of the Milvao dashboard, from Overview to Settings

> Milvao's community management dashboard at app.milvao.com is where owners and operators run introductions: Overview with a setup checklist, Requests sorted by what needs you, Introductions, Members, Groups and links, Metrics, Settings and, for the owner, Plan and billing. It's built around exceptions, so most requests never need a click, and phone numbers stay masked on every page.

Source: https://milvao.com/features/operator-dashboard · Updated 2026-11-06

## Key takeaways

- Eight pages, each with one job. The menu shows how many requests are waiting for your team.
- A six-step checklist on Overview guides setup, then Overview becomes the daily summary.
- Owners and operators share the same view. Only the owner changes matching, the team, the number and the plan.
- Two-factor sign-in, an audit log and time-limited support access protect the workspace.

## Pages in the community management dashboard

| Page | What it's for |
| --- | --- |
| Overview | Setup checklist, member numbers, open requests, introductions this month, Needs your attention and recent activity |
| Requests | Tabs for Needs you, In progress, Introduced, Closed and All, each with the reason or the current step |
| Introductions | Every offer and its state, with a filter for introductions where only one side got the contact |
| Members | The directory with filters, member pages, consent history and Edit member |
| Groups and links | One card per WhatsApp group, its join links, join counts and archived groups |
| Metrics | Requests, offers, introductions and members for any dates you pick |
| Settings | Matching mode, workspace details, team, skills and cities, profile questions, notifications and the WhatsApp number |
| Plan and billing | The plan, payments, invoices and receipts. Only the owner can change anything here |

![Milvao Overview for a sample community: member and request counts, requests that need the team, and recent activity](https://milvao.com/screenshots/overview-light.webp)

## The first week: the setup checklist

| Step | Who does it | Done when |
| --- | --- | --- |
| Business number connected | Milvao staff, or the owner | The number shows Active |
| Groups created | Owner or operator | At least one group exists |
| Invite links shared | Owner or operator | A link works and someone joined with it |
| First members joined | Members | At least one member joined |
| Skills and cities set up | Owner or operator | At least one of each exists |
| Choose how matches are made | Owner | The owner saved a choice, even to keep Automatic |

![The setup guide: seven steps to get a community ready, each with its status, opened from the Help menu](https://milvao.com/screenshots/setup-guide-light.webp)

The checklist hides once all six are done. Adding skills and cities before sharing any link matters most, because members can't finish a profile without them.

## Who can do what

| Action | Owner | Operator |
| --- | --- | --- |
| Work on requests and introductions | Yes | Yes |
| Manage groups, links, members, skills, cities and profile questions | Yes | Yes |
| Change matching mode and workspace details | Yes | View only |
| Invite or remove operators | Yes | No |
| Connect the WhatsApp number and manage the plan | Yes | View only |
| Complete members' data requests | Yes | No |

Operator invites work once and expire after 7 days. Each person chooses their own [notifications](https://milvao.com/features/notifications-and-digests).

## Safeguards around the dashboard

- Email and password sign-in with optional two-factor sign-in and a reminder until it is on.
- If someone else changed a request or member while you had it open, your change isn't saved and you're asked to reload.
- Clicking a send button twice sends once.
- Team and staff actions are written to an audit trail kept in a separate logs database.
- Milvao staff can open your dashboard only when the owner grants read-only access for 1 hour, 24 hours or 7 days, and every page they open is listed for the owner.
- Members' phone numbers are masked to the last 4 digits on every screen, with no reveal button. Only the owner can export full numbers, in a CSV download, after giving a reason that is recorded in the activity log. When your team approves a join request and sends the link themselves, they see that visitor's number, and the view is recorded.

## Frequently asked questions

### Is there a mobile app for operators?

No. The dashboard runs in a browser and its lists turn into cards on a phone. Alerts can come by email or WhatsApp, so you don't need to keep it open.

### How many people can use the dashboard?

Starter includes 2 seats, owner included. The pilot doesn't limit seats, and Growth includes 5.

### Can Milvao staff see our community's data?

Staff see settings, connection health and audit records to run the service. They open your dashboard only with the owner's time-limited, read-only permission.

### Where do I start on day one?

On Overview. The checklist links to each step, starting with skills and cities, then groups and join links.

## Sources

- [Milvao Help Center: Pilot setup checklist](https://milvao.com/help/getting-started/pilot-setup-checklist) (checked 2026-11-05)
- [Milvao Help Center: Roles and your team](https://milvao.com/help/team-and-settings/roles-and-team) (checked 2026-11-05)
- [Milvao Help Center: Support access](https://milvao.com/help/team-and-settings/support-access) (checked 2026-11-05)

## Related pages

- [Operator dashboard overview](https://milvao.com/operator-dashboard)
- [Community engagement metrics](https://milvao.com/features/pilot-metrics)
- [Pilot setup checklist (Help Center)](https://milvao.com/help/getting-started/pilot-setup-checklist)
- [Security](https://milvao.com/security)