Home Page

Overview

The Home page is the first screen after sign-in. It provides an at-a-glance view of the workspace covering balances, common actions, and recent activity. Reach the Home page from Sidebar → Home or by clicking the Cybrid logo at the top of the sidebar.

Available actions

• Review balances for every Account in the workspace under Your Accounts.
• Jump to common tasks with the three Quick Action buttons.
• See recent activity in the Recent Transactions panel.
• Open a transaction's full details by clicking any row in Recent Transactions.
• View the full history through the View All Transactions link.

Quick Actions

Quick Actions are shortcuts — the same destinations are reachable from the sidebar.

Prerequisites

• An active sign-in session
• At least one Account in the workspace, configured by your administrator, for balances to appear

Notes

• The Recent Transactions list does not refresh automatically. Refresh the page to load transactions made in another tab.
• Balances load on page load. Refresh the page to update a stale balance.
• An empty workspace displays "No recent transactions". Expected behavior for a new workspace.
• The Recent Transactions panel shows only the latest entries. Use View All Transactions for the full list.

Related resources

• Accounts and Conversions — the full Account list and balances
• Payments — the destinations of the Send Money, Request Payment, and Add Funds shortcuts
• Transactions — the full history