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App overview

The app overview is the operating home for one SaaS app. Open it before changing service settings so you know whether the app is still in setup, ready for first users, live, or needs attention.

Switera app overview with readiness state and setup cards
The app overview combines readiness, launch checklist progress, focus areas, service status, and recent activity for the selected app.

What the overview shows

The overview helps you answer practical operating questions:

  • what is the app called and which slug is selected?
  • is there a setup blocker?
  • does the app have at least one organization?
  • is Auth configured enough for end users?
  • are account emails and backend API keys ready?
  • are webhooks configured if this app needs event delivery?
  • what happened recently?
  • what should the Builder do next?

Readiness states

StateMeaningTypical next step
Needs setupA required setup area is missing.Follow the primary action on the page.
Waiting on first memberInvitations exist, but nobody has accepted yet.Review invitations and email setup.
Ready for first end usersThe baseline is configured, but real users are not active yet.Bring in first users or import a starter list.
LiveReal organization or end-user activity exists.Monitor operations and improve the next service.
Needs attentionA blocker or degraded state needs review.Open the linked service and resolve the issue.

Use the primary action

When the overview shows a large action card, treat that as the next recommended task. Common examples:

  • Create your first organization when the app has no customer container yet
  • Finish sign-in setup when Auth is missing a usable method
  • Review organizations when one or more organizations need attention
  • Open webhooks when external notifications are the next integration step

After completing the task, return to the overview and confirm the readiness card changed.

Launch checklist

The overview includes a compact launch checklist for the required first-app baseline:

Checklist itemRequired?What ready means
Create first organizationYesAt least one customer organization exists.
Configure sign-inYesAuth has a saved baseline for hosted sign-in and user management.
Prepare account emailYesSender settings are available and runtime alerts are clear.
Create backend API keyYesAt least one secret key exists for trusted backend calls.
Bring in first usersYesThe app has real end users, or it is ready for the first invite/import.
Connect event receiverNoWebhooks are configured only when the app backend needs events.

The checklist separates required launch work from optional integrations. A missing webhook endpoint should not block a simple pilot unless the product depends on event delivery.

App navigation

Inside an app, the sidebar groups product areas:

Sidebar areaUse it for
OverviewReadiness, current operating state, next action, and recent activity.
OrganizationsCustomer accounts, members, invitations, domains, groups, and organization state.
Services > AuthenticationSign-in, social providers, enterprise SSO, MFA, branding, legal, hooks, and directory sync.
Services > WebhooksEndpoint setup, event catalog, deliveries, attempts, replay, and test sends.
Services > EmailSender identity, templates, workflows, built-in emails, and delivery runtime.
Admin > API KeysPublishable and secret keys for test and live environments.
Admin > Audit LogsTraceability, filtering, and export of configuration activity.
  1. Open the app overview.
  2. Follow the primary next action.
  3. Create the first organization.
  4. Configure the first Auth method.
  5. Configure email sender identity and invitation or managed messages.
  6. Create or review the backend API key from a trusted setup machine.
  7. Add webhook endpoints only if your backend needs events.
  8. Check audit logs after important changes.
  9. Return to the overview and confirm the launch checklist has no blockers.

Avoid common mistakes

  • Do not configure production credentials before confirming you are in the correct app.
  • Do not invite real users before email and Auth are reviewed.
  • Do not subscribe webhook endpoints to every event by default.
  • Do not rotate live API keys until the backend has the replacement.
  • Do not treat a setup app as live just because it was created.