CruisePilot
Privacy Sign in Guest Register
Public Help Center

CruisePilot Dashboard Guide

This guide explains exactly how to use the dashboard: where each feature lives, what each page does, and step-by-step flows for cruises, invitations, moderation, users, and exports.

1. First Login & Access

When you sign in, CruisePilot validates tenant access before opening the dashboard.

  1. Go to Sign in and enter your credentials.
  2. If your account is not linked to a valid tenant dashboard role, access is blocked with a clear message.
  3. If your account is valid, you are redirected to Dashboard.
Commercial tenants can manage cruises. NGO/institutional tenants focus mainly on monitoring and reporting scope.
2. Dashboard Overview

Dashboard is the operational homepage with summary metrics and quick access to core modules.

Sidebar

Navigate to Cruises, Reports, Users, Exports, Eco Guides, Eco Alerts, and Settings.

Top cards and counts

Use counts to see current activity and moderation state at a glance.

3. Cruises

Cruise management is split into two pages: listing and dedicated management view.

Create a Cruise

  1. Open Cruises from the sidebar.
  2. Fill in trip name, dates, start/end port, and vessel details.
  3. Click Create Cruise.
  4. You are redirected to the cruise management page for that new cruise.

Manage an Existing Cruise

  1. In the cruise list table, click Manage.
  2. Edit details and click Save Cruise.
  3. Use the manifest table to inspect current trip crew.
  4. Use invitation actions to resend or revoke pending invites.
  5. Use Delete Cruise only when the trip should be fully removed.

Add/Invite Crew

  1. In cruise management, go to Invite Trip Crew.
  2. Type email (or pick suggestion from datalist).
  3. Select trip role: skipper, crew, or guest.
  4. Submit the form:
  • If user belongs to tenant, member is added to cruise flow.
  • If user is outside tenant, invitation email is sent.
4. Environmental Reports

Reports page is used for moderation and environmental status tracking.

  1. Open Reports from sidebar.
  2. Use filters (type, moderation status, observation status, ordering).
  3. Review report row details (location, trip, timestamps).
  4. If you have moderation role, update statuses and add review notes.
  5. Click Save per row.
Visibility scope depends on tenant type: commercial is tenant-scoped, NGO/institutional can have global scope.
5. Users & Invitations

Tenant owner/admin can manage users and invite new tenant members.

  1. Open Users page.
  2. Review active memberships and current roles.
  3. To invite, fill email + role and submit invitation.
  4. Track pending invitations and use resend/revoke if needed.
  5. When invited user accepts, they become active in tenant membership.
6. Exports

Exports page is for data sharing and report packaging.

  1. Open Exports.
  2. Choose one of: CSV, GeoJSON, or PDF.
  3. For PDF, a print-friendly page opens and you use browser print/save flow.
  4. Use partner feed endpoint where system integration is required.
7. Eco Guides & Eco Alerts

These modules manage awareness content shown to users.

  1. Open Eco Guides to create and update evergreen educational content.
  2. Open Eco Alerts to publish time-sensitive awareness messages.
  3. Use clear titles, simple text, and keep content actionable for end users.
8. Common Tasks
Create cruise and invite skipper
  1. Go to Cruises and create new cruise.
  2. Open Manage for that cruise.
  3. In Invite Trip Crew, enter skipper email.
  4. Select role = skipper and submit.
Moderate a report quickly
  1. Go to Reports and filter by under_review.
  2. Set moderation status and observation status.
  3. Add review note if needed.
  4. Click Save on that row.
Invite new tenant member
  1. Go to Users page.
  2. Create invitation with email + role.
  3. User receives invitation link.
  4. User logs in/registers and accepts invite.
9. FAQ & Troubleshooting
I cannot access dashboard after login

Your account likely has no valid tenant dashboard membership. Contact tenant owner/admin.

I cannot see Cruises in sidebar

Cruises are shown for commercial tenants. NGO/institutional tenants may not get cruise operations menu.

I clicked PDF export and got print dialog instead of direct file

Current PDF export is browser print-friendly HTML. Use destination: Save as PDF in your browser print dialog.

I invited a user but they are not active yet

Invitation must be accepted by the user after login/register through the invite flow.