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Dashboard Overview

Welcome to your dashboard! This is your main control center where you can quickly see everything about your account and activity.

You can access your Dashboard by clicking the Ocean.io icon at the top of the left-hand sidebar, or the home icon right below it. This page gives you a quick and clear overview of your account. Below is a simple explanation of each section so you can easily understand how everything works.

🔝 Your Leads (Top Right Side)

In the top right corner you'll find a quick overview of your saved leads, broken down by priority. This gives you a snapshot of how many contacts and companies you have saved at a glance.

  • Click the company icon to see your saved companies

  • Click the person icon to see your saved people

💡 This is an overview only. To manage, filter, or work with your full leads list, head to the Leads tab in the left sidebar.

👉 For more details, read our full Leads article.

💬 Feedback Section (Bottom Right Side)

Right below the Leads section, you’ll see a place to share your feedback.

  • Tell us how you feel about the platform

  • Your feedback goes directly to our team

  • We carefully review every message to improve the platform

✅ We truly value your input, so don’t hesitate to share your thoughts!

🎯 Onboarding Steps (Middle Section)

In the center of the dashboard, you’ll find your Onboarding Steps.

By completing these steps, you can earn more credits.

Examples of onboarding tasks:

  • Start a company search

  • Start a people search

  • Join a webinar

  • Use the Chrome extension

  • Try API access (Admins only)

  • Invite colleagues (Admins only)

📌 Note:

  • Only admin users can access API features and invite team members

At the bottom of this section, you’ll see your progress in completing onboarding.

🔍 Current Searches Tab

Switch to the “Current Searches” tab in the middle to see:

➕ Start a New Search

  • Choose Company Search to find businesses

  • Choose People Search to find contacts

▶️ Continue Where You Left Off

  • See your recent searches

  • Click any search to continue working on it

👥 Team Information (Top Left Side)

On the top left, you’ll see:

  • A welcome message

  • Your team name

  • Number of team members

At the bottom of this section:

  • You can invite more team members anytime

💳 Credits Section (Left Side)

Below that, you’ll find your Credits section:

  • See how many credits you have left

  • Check when your credits will renew

  • Add more credits anytime

  • Change your subscription plan if needed

⚙️ MCP & API Tabs (Left Side)

You’ll also see two important tabs:

MCP Tab

  • Click “Get Started”

  • Opens documentation to help you begin

API Tab

  • Click “Explore the API”

  • Learn how the API works and how to use it

🌟 Co-Creator Program (Bottom Left Side)

This section is only visible to Admin users.

How to Join:

  1. Click “Join Co-Creator Program” – This opens the sign-up window.

  2. Fill out a short survey – Tell us how you use the platform and what matters most to you.

  3. Schedule a quick call – We’ll reach out to understand your workflow and needs.

  4. Stay in the loop – We’ll contact you when new features match your interests.

  5. Get early access – Try new features before anyone else and share your feedback.

💡 Your input helps us improve and build better features for you.

👉 You can read more about it here.

✅ That’s It!

Your dashboard is designed to give you everything you need in one place:

  • Track your leads

  • Manage your team

  • Run searches

  • Earn credits

  • Share feedback

If you ever feel unsure, just come back to this guide 😊

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