A leasing operation rarely runs as one team. A national retail landlord might keep ground leases, in-line space, and pad-site leasing on separate desks. A mixed-use owner might split residential, retail, and event venues into distinct divisions, each with its own attorneys, paralegals, and drafting conventions. Multiple dashboards let each team see only the documents that belong to it, without the rest of the portfolio crowding the view.
01How it's organized
A dashboard, in LeasePilot, is a self-contained working surface: a list of documents, a set of buildings, a configuration of forms, a deal-terms schema, a set of defaults. Setting up multiple dashboards segments your operation into discrete worlds, one per division, department, or document type. Each user belongs to at least one dashboard; what they can see and what they can draft depends on which dashboards their role allows.
The dropdown in the top-right of the navigation bar, next to your email, lists the dashboards available to you. Click one, and the document list, the buildings, the forms, and the conventions all switch to that division's setup. No reload, no second login; the platform reframes around the world you just stepped into.
02Who can switch
Switching is per-user. Most drafters belong to a single dashboard, see only that dashboard, and never need the dropdown. Users who genuinely span multiple divisions (a head of leasing, a senior paralegal who covers two teams, a managing attorney) get access to the dashboards that map to their actual responsibilities.
Dashboard access is provisioned by your implementation team, not by an admin in user management. When someone's responsibilities change and they need access to another dashboard (or should lose access to one they no longer cover), tell your implementation team and they make the change. The list in the dropdown updates the next time the user signs in.
NoteEach dashboard is a real boundary, not a filter. A document drafted in the Retail dashboard isn't visible in the Ground Leases dashboard, even when both belong to the same firm. The buildings list, the deal-terms schema, the forms, even the way deals are named can differ between dashboards, because the work itself differs. This is structural, not cosmetic.
03When to add another dashboard
Whenever a part of your operation has its own forms, its own conventions, its own set of buildings, or its own people. The signals are usually concrete: a team that says our leases are different and means it; a sub-portfolio with its own state rules; an acquisition that came with its own template stack. Tell your implementation team what you need separated, and they set the new dashboard up alongside the existing ones, with the right people scoped to each.
For the day-to-day inside a single dashboard, see navigate the dashboard. The buildings each dashboard lists live in building management; the forms each dashboard draws from live in forms. Both can differ between dashboards.