Admin Dashboard Tour – mxHero Help Center

The Admin Dashboard at https://dashboard-v3.mxhero.com is where you configure mxHERO and watch it work. This page walks through the layout and every menu item, so you know where to find things before you start setting up.

Layout

Admin Dashboard showing the Rules List page, with the sidebar on the left and the list of rules on the right

Sidebar (left). Five menu groups: Rules, Reports, Settings, mxHERO Shares and Auto Filling. Only one group is open at a time. Click a group name to open it.
Service status (bottom of the sidebar). Shows the current mxHERO service status, for example All Systems Operational. Click it to open status.mxhero.com.
Language selector (top right). Switches the dashboard between English, Japanese and French.
User menu (top right). The button shows your organization's name. Open it to edit your own name and password, or to sign out.

After you sign in, the dashboard opens on Rules › Rules List. All dashboard users see the same menus. The only difference between roles is that only an Owner can manage roles. See Users and roles.

Note: Your session ends after 3 hours without activity. Some sensitive actions, such as managing users or changing sign-in options, ask you to sign in again if your last sign-in was more than 1 hour ago.

Rules

Build and manage the rules that process your email.

Rules List: all your rules. The Executing Rules tab shows enabled rules, and All Rules shows every rule. Search and filter by action, target or state, and use each row's Edit button or ⋮ menu to enable, disable, copy or delete a rule. See Rules list.
Create a Rule: choose an action and build a new rule step by step. See Create a rule.
Reprocess Emails: lists storage accounts with emails that could not be saved, and lets you process them again. See Reprocess emails.

Reports

Monitor processing and review activity.

Sidebar with the Reports group open

Email Flow Logs: search messages processed in the last year by sender, recipient, subject, Message-ID, date or status. Open a message to see each rule that ran and its delivery status per recipient, or export results to CSV. See Email Flow Logs.
Notifications: alerts from the last 30 days, such as storage errors, failed rules or directory sync warnings, with details and links to fix them. See Notifications report.
User Activity: an audit log of changes made in the dashboard, with the user, time, IP address and before-and-after values. Events are kept for one year. See User activity.
Usage Reports: charts of processed emails, uploaded files and mail volume for the last 30, 60 or 90 days. See Usage reports.

Settings

Configure your organization, mail routing and connections.

Sidebar with the Settings group open

Accounts and Groups: the email accounts and groups mxHERO knows about, and the directory sources they are synchronized from. Add accounts by hand or by CSV import, and assign tags. See Managing accounts.
Billing: your billing contacts and your subscriptions and orders. See Billing.
Gateway: your Transport Agent value, Only process email rules with transport agent header (Strict Mode), Gateway Secret, SMTP-Auth credentials, allowed IP addresses, custom headers, and the automated Office 365 setup. See Gateway settings.
Notifications: who receives alert emails, which alerts they receive and how often, and the monthly usage report. See Notification settings.
Organization and domains: your organization's details and ID, domain verification and connection, each domain's Server and Relay Server, and DKIM keys. See Organization and domains.
Security: how dashboard users sign in (password, Google, Microsoft, SAML), two-factor authentication, and End User App sign-in and session settings. See Security settings.
Integrations: connections to cloud storage and directory services, storage settings such as link password rules and notification templates, and your mxHERO API key. See Storage overview and V3 API key.
Users: the people who can sign in to the dashboard, and (for Owners) the permissions of the Administrator role. See Users and roles.
S/MIME Certificates: upload certificates and link them to email accounts for S/MIME rules. See S/MIME.

mxHERO Shares

Set up and manage storage hosted by mxHERO.

Sidebar with the mxHERO Shares group open

Settings: set up mxHERO Shares for your organization (subdomain and region), then manage retention, how recipients sign in, and what file owners may change. See Shares settings.
Malware: files that the malware scan has blocked. Review the details, download with care, or release a file you know is safe. See Malware detection.

Auto Filling

Build the reusable pieces that decide where and how email is filed.

Sidebar with the Auto Filling group open

Copy Policies: choose save locations based on conditions. See Copy policies.
Datasets: key and value tables that variables can look up. See Datasets.
Filter Policies: conditions that decide whether a rule runs or which attachments it handles. See Filter policies.
Security Definitions: named link security settings, such as access level, expiry and password. See Security definitions and policies.
Security Policies: choose a security definition based on conditions. See Security definitions and policies.
Template Definitions: map email details to Box or Egnyte metadata fields. See Template definitions and policies.
Template Policies: choose a template definition based on conditions. See Template definitions and policies.
Variables: your own variables, and the read-only system variables, for use in paths, names and conditions. See Custom variables.