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 your Leads section. This shows how many contacts and companies you have saved.
Click the company icon to see your saved companies
Click the person icon to see your saved people (leads)
You can also see the priority level of each lead in both sections
👉 For more details, you can 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:
Click “Join Co-Creator Program” – This opens the sign-up window.
Fill out a short survey – Tell us how you use the platform and what matters most to you.
Schedule a quick call – We’ll reach out to understand your workflow and needs.
Stay in the loop – We’ll contact you when new features match your interests.
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 😊