Settings & Dashboard
Dashboard Walkthrough
Everything you see when you sign in and land on your dashboard, from the top of the page to the bottom — what each piece shows, what clicking it does, and where it takes you.
1. Reminders and nudges
One dismissible banner can appear at the top of the dashboard, triggered by something specific about your account. When more than one would apply, only the most important shows (phone first, then name, then the planning guide) — dismissing it reveals the next. All of them have an X to dismiss:
Don't miss critical alerts!
Shown if you have no phone number on file and at least one active switch. The Add Phone Number button takes you to Settings → Notifications. Dismiss it with the X, or turn it back on later from the same settings page — it also stops appearing on its own once you add a number.
Add your name so loved ones know it's you
Shown if your account has no display name set and you have at least one switch (active or not — a paused switch still has beneficiaries who'll eventually hear from you). Beneficiary emails identify you by your account email alone until you add one. The Add Your Name button goes to Settings → Account. It stops appearing once you add a name, or you can dismiss it with the X.
Plan your digital estate
An opt-in prompt for a guided checklist plus 8 emails spread over 60 days to help you organize your digital legacy. Get Started begins it right on the dashboard — see the estate-planning guide widget in section 6 below. Dismiss it with the X, or re-enable the prompt later from Settings → Notifications.
2. Switch status
The first card on the page: Your switches, one card summarizing your deadman switches. (Until you arm your first switch, the dashboard shows a setup guide here instead of the full page.) The ring on the left shows a "% safe" — how much of your check-in window is left before the most urgent switch is due — and its color tracks urgency: green with plenty of time, yellow as it gets closer, red (with a pulsing ring) when time is short or a switch has entered its grace period.
Below the ring, one of two countdown timers appears: a grace period countdown if a switch has missed its check-in and is running out its grace window before firing, or a plain next check-in countdown otherwise. If you have no active switches at all, this area instead offers to open the switch-creation wizard right here. See Check-ins for the full reminder ladder that leads up to these countdowns.
To the right: your active switch count (against your plan's limit, if it has one), total recipients across all active switches, a New switch button that opens the same switch-creation wizard covered step by step on the Deadman Switches guide (if you type a beneficiary's email mid-wizard and they're not already saved, a quick-add popup lets you save them without leaving the wizard), a Manage link to your full Switches page, and — if you have at least one active switch of any kind — a Check-In Now button. It resets every active check-in-schedule switch at once; fixed-date switches don't have a check-in countdown, so the button has nothing to do for those. If your plan caps the number of switches you can have, an Upgrade for more switches link to Settings appears here too.
3. The Library card and its + New menu
Creation lives on the card it concerns: the Library card's + New menu starts something new without leaving the dashboard. If your subscription has lapsed, the button shows disabled with a "Resubscribe to…" tooltip — checking in still works either way:
- Upload — opens the Library uploader for a new document.
- Note — opens the Library editor for a new rich-text note.
- Notebook entry — opens a picker listing your notebooks (shown if notebooks are enabled for your account), each with a one-click Today's entry that continues today's entry if you've already started one rather than creating a duplicate, plus a link to create a brand-new notebook.
- Recording — opens the recorder for a new video or audio message (shown if video & audio messages are enabled for your account).
Next to the menu, a Claude button appears if the Claude connector is enabled for your account and your subscription is active. One tap starts a one-hour session where Claude can read and work with your content, prompting for your password first if needed. See the Claude connector guide for exactly what that session can and can't do.
4. Continue where you left off
Below the Library card's header, a strip shows your four most recently touched items — documents, notes, recordings, or journal entries — each with an icon, type, and how long ago you touched it. Click one to open it directly, or click Open Library to see everything. Until you add your first item, a short hint points you at + New instead.
The card's header also carries your library totals — documents, notes, and (when those features are enabled for your account) recordings and notebooks — each count a link that jumps straight to your Library filtered to that type.
5. Storage
Under half of your quota, storage is just a one-line footer under the switch card — the amount used, your limit, and a Manage link. Once you pass 50% used it becomes a slim bar with the exact amount and percentage, and past 75% an Upgrade button appears — everything pointing to Settings → Storage for the full breakdown.
6. Digital estate planning guide
Once you click Get Started on the planning-guide banner above, a widget appears here with your guided checklist — it stays on the dashboard until you finish or dismiss it. You can hide it anytime; the banner's Settings → Notifications toggle brings it back if you change your mind.
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