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Overview

Overview (/account) is the Hub home after sign-in. The heading is Hello {name}. The lead: Manage everything around vord here: your plan, team, devices, vord Brain and vord Chat. Use vord to read notes and chat.

Get everything up and running lists the next steps. Progress reads Setup · {done} of {total} complete. Hide stores the steps that were already complete and then hides the whole list, including steps that are still open. The list comes back only if a previously completed step is no longer complete.

Step Title Done when Open action
1 Choose a plan A vord subscription is active View plans → Plans & invoices (Owner and Admin; members get the text with no button)
2 Install the app At least one license activation exists View devices → Devices
3 Invite your team More than one person in the team Manage team → Team (Owner and Admin only; members do not see this step)
4 Choose add-ons (optional) Brain or Chat is active View add-ons → Plans & invoices (/account/billing#billing-addons). The text is always Brain and Chat can be booked separately. Members get the text with no button.
5 Connect your agents At least one OAuth or personal access is connected Open guide → Connections & MCP. Open: Connect Claude Code or ChatGPT to vord Cloud. Done: At least one OAuth or personal access is connected.

When the connections step is already done, the Open guide button is hidden.

Card What it shows
vord Plan mix (Basic + Pro), seat count, cycle, next invoice {date}, or Not booked yet. Owner and Admin only. Links to the matching billing slot.
Add-on · vord Brain / Add-on · vord Chat Active, Read-only (Read-only until {date} when Brain is in retention), or Not booked. Book / Manage / Book again only for Owner and Admin.
Team Headcount. Links to Team for Owner and Admin.
Devices How many devices are activated. Links to Devices.
Connections Count of Brain/Chat access entries. The card currently links to Connecting External Clients, not to Connections & MCP.

The macOS apps card always sits below the setup checklist, also after your first device is activated, so you can set up any further Mac from here. It shows Download vord when your account is entitled to it. Download the app, sign in with your Hub account, and the device unlocks automatically. Before checkout the card says that the matching download appears after checkout. Download apps in the sidebar footer jumps to this card from every Hub page.