My Dashboard
Your personal activity, assignments, and compliance snapshot.
📋 My Open Tasks
🔔 Recent Mentions
⭐ Quick Favorites
🏆 My Level
🔔 Recent Notifications
✅ Awaiting My Decision
📌 My Assignments
📅 Upcoming Deadlines
📊 My Workload
🚩 My RAID Items
📟 My On-Call
🧪 My Control Tests
🎓 My Training
Favorites
Controls, policies, and items you've starred for quick access.
My Tasks
Ops tasks assigned to you and compliance controls assigned to you.
My To-Dos
Lightweight to-dos — personal and team tasks that don't need a full Ops ticket.
My Reviews
Documents, policies, independence attestations, and review campaigns (attest / decision / checklist) awaiting your sign-off. Open one to review it and sign off.
Pending review
Reviewed
Action Requests
Tickets where a technician needs you to do something and confirm it. Respond right here — no need to dig out the email. Different from Information Requests (someone needs info/documents from you) and Service Requests (where you file a brand-new request).
To complete
History
My Independence
The clients you have flagged with a conflict — review and update them anytime — plus every client you attest against, so you can flag a new one the moment something changes.
⚠ Clients I have flagged
All clients in scope
My Approvals
Requests across TATER waiting on your decision — travel exemptions, license rentals, change requests, exceptions, and more, all in one place.
Information Requests
Information requested of you — fill in the fields and attach any documents, then submit. The requester reviews and either accepts or asks for changes. Different from Action Requests (do-and-confirm a ticket step) and Service Requests (where you file a brand-new request).
To complete
Submitted
My Surveys
Surveys you've been asked to complete, plus feedback requests on your closed tickets. Open one to answer it.
To complete
Completed
My Meetings
Meetings you recorded with the TATER agent, organized, were invited to, or attended. Open one for the full record and transcript.
My Licenses
Request a Microsoft license (Visio, Project, …) for a set number of days. It activates on schedule and is removed automatically when the time is up — you'll get an email at each step.
My Travel
Request a temporary exemption from the sign-in restrictions that apply when you travel internationally. After approval it's enabled for your trip window and removed automatically when you return.
My Expenses
Submit a reimbursement or log company-card spend. Add a line per item with its receipt. Reimbursable lines go to an approver, then AP pays you; company-card lines are just logged for reconciliation. Track every request and its status here.
Mentions
Places where you've been @mentioned across TATER.
Notifications
Your in-app notification feed — approvals, reviews, meeting reminders, and more. Snooze any to defer it until later.
Vendor Reviews
Vendor on-site reviews where you're an assessor, and RFP evaluations where you've recorded scores. Click any row to open the detail in TATER Security.
Community Feed
Recent activity from TATER users across organizations.
Leaderboard
Top TATER users and organizations ranked by XP.
👤 Users
🏢 Organizations
Achievements
Badges you've earned by contributing to TATER Security.
Service Requests
Start a new request — pick a request type below: new laptop, software install, access, password reset, onboarding, and more. Catalog is managed by your admin in TATER Manage. Different from Action Requests (do-and-confirm a ticket step) and Information Requests (someone needs info/documents from you).
Access Requests
Request access to a resource — pick a request type your admins have defined (SharePoint site, shared mailbox, distribution list, or a custom type). Requests go through an approval workflow; once approved you either get the access automatically or receive step-by-step guidance. Configured and audited in TATER Security; fulfilment tracked in TATER Ops.
My Profile
Identity is read-only (managed by Microsoft Entra ID). Contact info + role fields write to your People record so other TATER users can route work to you.
Identity
TATER Profile · Display name + photo for the leaderboard, community feed, and topbar
This is your cross-org TATER identity — what other users see in achievements, leaderboards, and mentions. The topbar avatar prefers your Microsoft Entra photo when it's available; this picture is the fallback (and the source for sister apps that don't pull from Entra).
.-_!?' · must be unique within your tenantPeople record
Updates to these fields are saved to People in your active organization. If a record doesn't exist yet, saving will create one matched on your email.
Email Signature
Generate your official company email signature. Review the pre-filled details (from Microsoft Entra + your TATER profile), edit anything, toggle the optional elements, then copy it into your mail client.
Preferences
Personal display preferences. These follow you across TATER, Ops, Manage, and My TATER.
Interface Theme
Pick a cosmetic theme for the five TATER apps. Stored in a *.tatersecurity.com cookie so it follows you everywhere.
Custom Theme
Define your own colors and font. Applies across all five TATER apps. Some hardcoded brand colors may not reskin perfectly.
Default Landing Page
Where to send you when you sign in to My TATER.
Default App After Sign-In
Saved from the post-login app picker. When set, you skip the picker and land directly here.
📅 Calendar Subscription (iCal)
Subscribe in Outlook, Google Calendar, or Apple Calendar to see your organization's compliance timeline — reviews, audits, scans, renewals, and task due dates — as a live, auto-refreshing feed. This is the shared organization calendar (one token per org); generating or refreshing the link requires an admin.
Notification Preferences
Choose which email notifications you receive. These are per-user — no admin needed. In-app notifications still appear in your feed regardless of these settings.