> For the complete documentation index, see [llms.txt](https://docs.helodata.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helodata.com/dashboard/overview.md).

# Overview

The helodata dashboard at [`dashboard.helodata.com`](https://dashboard.helodata.com) is where you order, configure sub-users, manage IP batches, and watch usage. Everything here is also accessible via the [API](/api-reference/api-reference.md) — pick whichever fits the team workflow.

## Layout

```
┌──────────────────────────────────────────────────────────────┐
│  Top bar:   Balance   |   KYC status   |   Profile           │
├──────────────┬───────────────────────────────────────────────┤
│              │                                               │
│  Left nav:   │   Main content (per-product or per-section)   │
│  Residential │                                               │
│  Mobile      │                                               │
│  ISP         │                                               │
│  ─────────   │                                               │
│  Dashboard   │                                               │
│  Sub-users   │                                               │
│  Whitelists  │                                               │
│  Statistics  │                                               │
│  Trials      │                                               │
│  ─────────   │                                               │
│  Billing     │                                               │
│  API         │                                               │
│  Settings    │                                               │
└──────────────┴───────────────────────────────────────────────┘
```

\[screenshot: dashboard landing page after login]

## What's on each section

| Section                        | What you do here                                                                                |
| ------------------------------ | ----------------------------------------------------------------------------------------------- |
| **Residential / Mobile / ISP** | Per-product order, sub-users, whitelists, traffic                                               |
| **Trials**                     | View trial credits granted by support/sales and their remaining balance                         |
| **Billing**                    | Plans, invoices, payment methods, auto top-up, refunds, KYC                                     |
| **API**                        | Issue and rotate API tokens; configure webhooks                                                 |
| **Settings**                   | Profile, security (MFA), notification preferences                                               |
| **Status**                     | Live status of the gateway and API — also at [status.helodata.com](https://status.helodata.com) |

## Top-bar essentials

* **Balance** — prepaid USD credit. Top up via **Billing → Payment methods**, or enable [Auto top-up](/dashboard/auto-topup.md).
* **KYC status** — `not-submitted`, `pending`, `approved`, `rejected`. KYC is not required by default; this only matters if a risk review requests it — see [ID verification](/account-and-billing/kyc.md).
* **Profile menu** — quick links to API tokens, account settings, logout.

## Roles and teams

A helodata account can have multiple users with different roles:

| Role         | Permits                                            |
| ------------ | -------------------------------------------------- |
| **Owner**    | Everything, including billing and account deletion |
| **Admin**    | Everything except billing and account deletion     |
| **Operator** | Manage sub-users, whitelists, orders; no billing   |
| **Viewer**   | Read-only                                          |

Invite team members in **Settings → Team**. Roles map to API scopes — see [Sub-users & teams](/dashboard/sub-users.md).

## First-time setup checklist

If you just created the account:

1. ✅ Verify email
2. ⏳ [KYC](/account-and-billing/kyc.md) — not required to start; only if a risk review requests it
3. ⏳ Request trial credits — contact support or sales (see [Free trial](/getting-started/free-trial.md))
4. ⏳ Create a first sub-user — see [Sub-users & teams](/dashboard/sub-users.md)
5. ⏳ Add a payment method — **Billing → Payment methods**
6. ⏳ (Optional) Enable [Auto top-up](/dashboard/auto-topup.md) so requests don't fail when balance hits zero

## Status page

For real-time service health, bookmark:

```
https://status.helodata.com
```

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