Onboarding (dashboard)¶

For the workspace owner (the primary account your workspace is registered to—one user per workspace today), the app offers a short setup checklist, page tours, and a floating entry (bottom-right) so you can learn Patcherly quickly. Progress is saved on your profile until you complete or dismiss the flows.

From the floating panel you can minimize it (sparkles button), snooze the whole control for 24 hours or 7 days (it stays hidden until then), or resume the guided tour for the current page (replays the Shepherd steps). Minimize and snooze are stored on your profile.

Use Adding your first target and Installing a connector when you are ready to connect a site.

Test that your connector is reporting: Open Targets, click your target, and flip the Test Mode toggle ON to open a 30-minute window during which synthetic test events are allowed. Then either click Send Sample Error from the WordPress plugin's Diagnostics card, or run patcherly send-test from the host where you installed the Python / Node.js / PHP CLI. (You can also generate a one-time test ingest URL from the same Targets row and open it in any browser — handy when you just want a confidence check without touching the connector.) Test events show up in Errors flagged as samples so they never affect your metrics or fire notifications. The window auto-closes after 30 minutes (or when you flip the toggle off), so test traffic can't keep flowing by accident.

Direct link: Open Targets with /targets?focus=test-ingest (from the Errors empty state, the dashboard overview, or a bookmark) to jump straight to the Test Mode controls for the first website/app in the list.

While lists load: The dashboard shows a quiet loading state instead of long “Loading…” pages so the layout stays stable. If a page looks empty, first check whether filters are hiding rows (use Clear filters) — if not, you genuinely have no data yet (follow the Add target / Test ingest prompts).