About this document
This document describes the XENON Operator Dashboard 2.0 (referred to as XD2.0 or the Operator Dashboard), the new operations console for managing energy systems and assets.
It is written for everyone who already knows and loves XENON Operator Dashboard, as well as for everyone who is new to it. If you have worked with XENON Operator Dashboard 1.0, this guide helps you understand what has changed and where to find things now. If you are starting fresh, you can read it as a complete, standalone reference. Wherever something is new or works differently than in 1.0, you will find a callout:
🆕 NEW IN 2.0: Highlights a feature that is new or has changed noticeably compared with the Operator Dashboard 1.0.
Throughout the document, interface labels appear in bold exactly as they are shown in the product (for example, System / Asset List, Assign Gateway, Historical view), so the wording matches what you see on screen.
Who the dashboard is for
In its current state, the Operator Dashboard is built mainly for system administrators and support agents, the people who commission systems, manage accounts, and resolve day-to-day support cases. That focus shapes the features described here.
Thanks to the rebuilt, faster-moving foundation behind 2.0, the dashboard is also set up to grow well beyond that. As development continues, it will offer more to other roles too, such as sales and commercially or strategically oriented teams who want a clearer view of the portfolio. In other words, 2.0 serves today's core users first and lays the groundwork for many more use cases to come.
Note on screenshots: All screenshots use anonymised demo systems and demo data. Any names, IDs and measurement values shown are for illustration only.
1. Introduction & what's new
The XENON Operator Dashboard is the central tool for commissioning, monitoring and managing the energy systems and assets in your portfolio, from photovoltaic (PV) and battery storage to EV charging stations, heat pumps and grid meters.
Version 2.0 keeps the same core model as 1.0 (accounts, systems, assets and gateways), but reorganises the interface around a single System / Asset List as the working hub and brings everything about an individual system into one persistent side menu. In practice this means fewer clicks, clearer orientation, and more capable filtering and diagnostics.
Version 2.0 also adds a fully integrated help and support experience: a 24/7 AI-Agent, in-product support tickets and feedback, public release notes, and a searchable knowledge base. None of this was available in 1.0. It is covered in chapter 6.
A few changes stand out for anyone moving from 1.0:
A new underlying codebase that speeds up development and makes the product scalable for more complex use cases and value stacking down the line.
Improved navigation throughout, so you spend less time looking for the right screen.
Many additional functionalities, including breadcrumb navigation across accounts, filtering individual systems by account, account management without impersonation, an Event Log in place of the old notification stack, permissions that are clustered and clearly described, bulk edits, faster loading of long lists, and more.
The rest of this chapter explains the goals behind the redesign and lists the changes in detail.
The goals behind 2.0
Three goals shaped the redesign:
Resolve support cases quickly. The interface brings the functions you need onto a single screen, so common tasks can be handled without navigating back and forth across the dashboard.
A cleaner, more consistent interface. The design is unified across the product, which makes screens more predictable and easier to read.
A new codebase built for change. The underlying code was rebuilt from the ground up. This improves development speed and gives the product the scalability to support more complex use cases and value stacking in future, all with less effort than before.
The result is a dashboard that is more transparent, quicker to work in, and better prepared for the capabilities still to come.
What's new at a glance
Area | Operator Dashboard 1.0 | Operator Dashboard 2.0 |
Overall experience | Functions spread across many screens; frequent back-and-forth | Reworked UX focused on answering support use cases fast, with the needed functions on one screen |
Visual design | Inconsistent look and feel | A cleaner, unified UI across the product |
Architecture | Older stack, slower to change | Rebuilt architecture for faster changes and easier support of new, more complex use cases |
Landing page | Separate entry points | Single System / Asset List as the main hub |
Filtering | Standard single-value filters | Multi-select asset kinds with Any (OR) / All (AND) logic |
Moving systems | One at a time | Bulk move of multiple systems to a target account |
Account navigation | Manual searching in the account tree | Breadcrumb navigation across parent and sub-accounts |
Sub-account access | Required impersonation | Direct access to sub-accounts without impersonation |
Permissions | Flat, sparsely described | Clustered permissions, each with a detailed description |
System view | Hover through several vertical menus to reach a setting | One persistent left-hand menu with all sections at hand |
Live view | Available, but with a different, less refined look and feel | Reworked live view with a configurable refresh rate and a toggle for the energy-flow animation; click an asset for its details |
Historical view | Notifications shown separately in a notification stack | Event log built into the view, with detailed, system-specific events that are clickable and URL-shareable |
Bulk edits | One item at a time | Bulk edits across multiple items |
Long lists | Slower to load | Faster loading of long lists |
Scanners | Limited visibility | Dedicated Scans view listing every scanner, its duration and result |
Appearance | Light only | Light and dark mode |
Security (MFA) | No multi-factor authentication | Multi-factor authentication (MFA) added |
In-product support | Handled outside the dashboard | Contact support, bug tickets and product feedback without leaving the dashboard |
AI assistance | No in-product assistant | gridX AI-Agent, available 24/7, multilingual, and backed by the full knowledge base |
Release notes | Communicated outside the product | Public News and release notes in-product |
Knowledge base | Documentation kept separately | Searchable Help centre with collated articles |
Each of these is described in the chapters that follow.
2. Systems & assets
When you log in, you arrive on the System / Asset List. This is the main starting point for viewing and managing everything in your portfolio. The page has two tabs: Systems and Assets.
2.1 The system list
The Systems tab lists every system you can access, with the key facts in one row: System Name, System ID, Gateway Status, Serial Number, Asset Kinds, Assets (how many assets are connected and reporting), Created and Last Connection.
Use the column headers to sort, and the System name… search box to find a specific system.
The Asset Kinds column summarises what each system contains, using short codes for the asset kinds (for example B | EVS | GRID | HP | PV for battery, EV station, grid meter, heat pump and PV).
Mark frequently used systems with the star (Favorite) for quick access.
The count at the bottom tells you how many systems match your current filters.
The columns shown are only a selection. Open the View menu (the eye icon next to Create system) to show additional columns that are hidden by default.
2.2 The asset list
Switch to the Assets tab to work at the level of individual assets across your systems. Each row is a single asset, with columns such as Status, Type, Kind, Manufacturer, Model, FW Version and Last Connection.
Column-level filters at the top (Manufacturer, Model, Firmware, Status, Type, Kind) let you answer fleet-wide questions quickly, such as which assets run a particular firmware version, or all battery inverters from a given manufacturer.
As on the system list, the visible columns are only a selection. Use the View menu (the eye icon) to show additional columns that are hidden by default.
2.3 Filtering with multi-select and AND/OR logic
The list offers the filter options you already know (status, wizard, asset status, created date, last connection), and it extends the way you filter by asset kinds.
🆕 NEW IN 2.0: You can now select multiple asset kinds at once and choose how they combine using the Match mode toggle: - Any (OR) shows systems that contain at least one of the selected kinds. - All (AND) shows only systems that contain all of the selected kinds.
Select the kinds you are interested in (for example Hybrid and EV Station), choose Any (OR) or All (AND), and press Apply. This makes it much easier to isolate exactly the systems you need, such as every system that has both a battery and an EV charger.
Active filters appear as chips under Active filters: and can be removed individually or cleared at once with Clear all.
2.4 Creating and commissioning a system
To add a new system, select Create system in the top-right of the list.
Enter a clear Name for the system. The dialog confirms which account the system will be created under.
Select Create. The system is created, and you continue into the setup flow to complete the configuration.
After creation you arrive in the system itself, where the first step is to attach a gateway. Until a gateway is assigned, the dashboard shows a No Gateway Attached notice. Some settings and all gateway-dependent data become available only once a gateway is connected.
Select Assign Gateway and choose the appropriate gateway for this system.
Complete the remaining system settings to finish commissioning.
Assign the gateway before you treat a system as fully commissioned. Without it, live measurements and gateway-dependent settings are not available.
2.5 Moving systems between accounts (bulk)
🆕 NEW IN 2.0: You can move several systems at once to another account, rather than one at a time.
On the Systems tab, first open the ... menu in the top-right and select Move Systems. This turns on the selection checkboxes for the list. Tick the checkbox on each system you want to move, then choose Choose target account to open the Move systems to account dialog.
Select the Target account from the list.
Read and confirm the acknowledgement. Moving systems permanently transfers system ownership and may change end-user feature access based on the target account's settings.
Select Move systems to complete the transfer.
Verify that the systems now appear under the correct destination account.
Confirm the target account before you move anything. The transfer changes ownership and should not be done casually.
2.6 Account navigation with breadcrumbs
🆕 NEW IN 2.0: A breadcrumb at the top of the page shows where you are in the account hierarchy and lets you move directly between parent and sub-accounts.
Rather than searching manually through a deeply nested account tree, use the breadcrumb (for example gridX GmbH › … › Demo Account › Demo System) to move up to a parent account or step into a sub-account, then filter by the individual systems within that account. This is the quickest way to locate systems inside nested account structures.
The breadcrumb path across accounts only appears when at least one sub-account exists. For an account without sub-accounts, there is no hierarchy to navigate.
3. Working with a system: System Details
Selecting a system from the list opens its System Details. This is where the biggest day-to-day improvement over 1.0 becomes clear.
3.1 The persistent left-hand menu
🆕 NEW IN 2.0: Every section of a system is available at any time from a persistent menu bar on the left. In 1.0 you had to hover through several vertical menus to reach an individual setting or piece of information. Now it is all in one place.
The left menu groups everything about the system:
Gateway: gateway status and assignment.
System: core system information and settings.
Energy Management: the energy-management configuration, including EMS Settings, Grid Protector and the Tariff Timer (time-of-use). You can view and change these settings directly. Modules such as Grid Protector and the Tariff Timer are only shown if the customer has access to the corresponding product.
Customer: customer information for the system.
Tariff Configuration: tariff information and setup.
Each section expands in place, and settings can be edited without leaving the system view.
For example, under Energy Management → Tariff Timer you can open Edit Tariff Timer Settings to configure time-of-use optimisation, such as whether the battery may charge from the grid or discharge to it, and time-variable import limits. Where a module is switched on, the menu shows its state (for example TOU Status: Online or EMS Settings: Enabled).
The main area to the right of the menu always shows the three system views (Live view, Historical view and Scans), described next.
4. Monitoring & diagnostics
Within a system, the content area offers three tabs: Live view, Historical view and Scans.
4.1 Live view
The Live view shows Live Measurements as an energy-flow diagram. It displays the assets in the system (PV, battery, grid, household, EV station, heat pump and so on) with the current power and direction of flow between them.
Use Refresh and the refresh-rate selector (for example 30s) to control how often the live data updates.
The animation of the energy flow can be enabled or disabled to suit your preference.
Last Updated shows the timestamp of the most recent measurement.
Inspecting an individual asset. Click an asset in the diagram (for example the EV Station) to see its current state, such as whether it is live and charging, its charging mode (for example Solar) and its current power. Opening the asset's settings panel reveals more detail: the asset's UUID, Model, Firmware, Serial Number, IP Address, Kind, Max Input Power, the active Charge mode and EV profile, the phase used for charging, and whether it is §14a relevant.
Configuring an asset. From the asset panel you can adjust settings such as Max Input Power and the Charge mode. For an EV charging station, Edit charge mode lets you choose between Quick, Solar and Program modes and configure each one, including the target state of charge (SoC target), a Finish charging by time, and the active EV profile.
4.2 Historical view
The Historical view plots the system's history: power per asset over time, alongside the energy prices and the EMS decisions that explain what the energy management system did and why. You can view the data by Day, Week, Month or Year and step through dates with the date picker.
🆕 NEW IN 2.0: The event log lists events such as EV plugged or Charging pause activated. Selecting an event highlights the corresponding point on the graph, so you can see immediately what happened and when. It takes over from the older notification list, which was more hidden in the dashboard, and brings the information right into the historical view. The events are more detailed and tailored to the specific system, and they are easy to reach.
Two features make this especially useful for support and collaboration:
Shareable state in the URL. Your selections, including the date you are viewing and the event you selected, are captured in the page URL. Send that link to a colleague or support agent and they will open the same point in time.
Shift-click to isolate a series. To focus on one object in the graph, Shift-click it. The view then highlights only that series, which makes it easy to read a single asset's behaviour.
The graph also includes energy prices (feed-in, offtake and average supply price) and the EMS decisions view, which shows why the system acted as it did, for example when battery power was saved for later, or when charging was limited or shifted to cheaper hours.
Your selections are remembered. When you go back in time and then switch to another system, the timestamp and your selections are cached in the browser, so you return to the same context.
4.3 Scans
🆕 NEW IN 2.0: The Scans view lists information about all the scanners used for the system.
For each scanner you can see its Name, how long it took (Duration) and whether it was successful (Status). If an asset you expected is missing, check the scanner list. It shows which scanners ran, how long they took, and whether they succeeded, which is a quick way to work out why an asset was not picked up.
5. Account management
The account management area is where you administer an account and its sub-accounts: the users who can access it, their permissions, the installers you work with, the account's own settings, and the scanners used across its systems.
5.1 The account tree and sub-account access
On the left-hand side you see all the accounts you can access, arranged as a tree: your main account and its sub-accounts.
🆕 NEW IN 2.0: You can access both main and sub-accounts directly, without impersonation. In 1.0, reaching a sub-account meant impersonating into it. Now you simply select it in the tree, which saves considerable time.
From an account you can go straight to View systems or View Assets, and the top-level actions (Users, Groups, Installers, Account Settings, Scan Configuration, Organizational Tokens) are all reachable from one bar. Use Add subaccount to create a new sub-account from here.
5.2 Users
The Users tab lists everyone with access to the account, showing Name, E-Mail, Created At, MFA status and Groups.
Select Add user to invite a new user to the account.
For an existing user, open Edit user to update their name and Groups, which control what they can access.
5.3 Groups and permissions
Groups bundle permissions so you can manage what a set of users can do in one place. Select Create user group, give it a Group name and Description, then assign the permissions the group should grant.
🆕 NEW IN 2.0: Permissions now carry a detailed description each, and they are clustered into logical groups (for example Systems & Assets → Systems, with permissions such as Read Systems, Write Systems, Claim System, System Measurements and System Journals). This makes it much clearer what each permission actually grants.
Use the Search by permission name… box to find a specific permission quickly. The counters (for example "3 of 132 selected" or "3 of 12 selected") show how many permissions you have granted, overall and per cluster.
5.4 Installers
🆕 NEW IN 2.0: The Installers section lets you manage your installer networks. When you sell through individual installers, you can organise them here and grant them access to XENON.
5.5 Account settings
Account Settings is where you manage the account itself, including the enabled modules, the branding, and the account's other properties.
5.6 Scan configuration
Scan Configuration controls which scanners are used when systems in this account are scanned. Opening Manage scanners shows a searchable, alphabetically sorted list of available scanners. Tick the ones that should be active for this account.
Changes apply to this account and to the sub-accounts that have not overwritten this list. The counter (for example "64/86 scanners activated") shows how many are currently active, and Select all and Clear all help you adjust the list quickly. This section works together with the per-system Scans view (see 4.3): here you define which scanners run, there you see the result for a given system.
Related: Organizational Tokens are also managed at the account level. These are distinct from the Personal tokens covered in 7.5.
5.7 Enforcing MFA for a user
When creating or editing a user, you can require Multi-factor authentication for them directly on the Edit user screen.
Enable Multi-factor authentication and save. The user is then prompted to register a new MFA device on their next login. This lets an administrator make MFA mandatory for a user, in line with your organisation's security policy.
Note: once MFA is enforced for a user, disabling it again requires contacting support, so apply it deliberately.
6. Help, support & the gridX AI-Agent
🆕 NEW IN 2.0: This is one of the most significant additions in the release. The Operator Dashboard now includes a fully integrated help and support experience. In 1.0, support was handled outside the dashboard, with no built-in AI assistant and no public release notes or feedback options. Everything described in this chapter is new.
Open the support panel from the Help button in the bottom-right corner of the dashboard. It opens as a side panel over your current page, so you do not lose your place, and it offers four areas through the bottom navigation: Home, News, Messages and Help.
6.1 Contact support and create tickets
From the Home tab you can Contact support directly, or Create a ticket (either a Bug Ticket or Product Feedback) without leaving the dashboard.
Selecting Product Feedback or Bug Ticket opens a structured form, so your request reaches the right place with the information needed to act on it:
Get notified by email: replies and ticket updates are sent to this address.
Title and Description of the request.
Product: select which product the ticket relates to.
File upload: attach screenshots or other files.
Select Create ticket to submit.
Ongoing conversations appear under the Messages tab, so you can follow replies and ticket updates in one place.
6.2 The gridX AI-Agent (24/7)
🆕 NEW IN 2.0: A built-in AI-Agent answers questions around the clock, drawing on the complete knowledge base. There was no equivalent in 1.0.
The AI-Agent offers several benefits:
Always available. It responds 24/7, so you can get help outside support hours.
Multilingual. You can write in your own language, and it responds in the same language.
Backed by the knowledge base. Its answers draw on the full gridX knowledge base.
Handles context. You can share details and attach relevant media or files for a faster, more accurate answer.
Hands off to the team. A conversation that starts with the AI-Agent can continue with a person when needed.
The AI-Agent can be enabled or disabled per user through AI-powered assistant support in settings (see 7.3).
6.3 News and release notes
🆕 NEW IN 2.0: Public release notes are now delivered inside the product, under the News tab. In 1.0 there was no in-product changelog.
Each entry explains what changed and why. One example is a note describing that API access is now handled through personal access tokens. This keeps administrators and support agents up to date on new functionality without searching for external announcements.
6.4 Knowledge base
🆕 NEW IN 2.0: A searchable Help centre organises the documentation into browsable collections. This is the same knowledge base that powers the AI-Agent.
Use Search for help to find an article directly, or browse the collections, for example XENON – Admin Dashboard, Web App – User Dashboard, gridBox – IoT Gateway and Integrations – Supported Assets. Because the AI-Agent draws on the same content, you can either find the answer yourself here or ask the assistant and receive an answer grounded in these articles.
7. Settings, security & access
Open the user settings area to manage your personal preferences, security and access. The Settings page groups your Personal information (name, email, groups), your Settings (preferences and options) and Security. A separate Personal tokens section handles API access.
7.1 Appearance: light and dark mode
🆕 NEW IN 2.0: You can switch the dashboard between light mode and dark mode to suit your preference and working environment.
7.2 Language and analytics
Set your interface Language, and control the anonymous usage Analytics that help improve the product by toggling them on or off.
7.3 AI-powered assistant support
🆕 NEW IN 2.0: The dashboard offers an optional AI-powered assistant support feature. When enabled, it lets the support team use an AI assistant to help answer your questions in chat. You can turn it on or off at any time to match your workflow. This is the setting that governs the gridX AI-Agent described in chapter 6.
7.4 Multi-factor authentication (MFA)
🆕 NEW IN 2.0: You can enable Multi-factor authentication (MFA) for your account under Security. Use Enable MFA to add a second authentication factor, in line with your organisation's security requirements.
7.5 Personal tokens
The Personal tokens section lets you generate tokens for programmatic API access, which is useful for orchestration and integrations.
To create one, select Generate New Token and, in the Generate Personal Token dialog:
Enter a clear, descriptive Name so the token's purpose is obvious later.
Set an Expiry Date, either by picking a date or using a quick option (1 Day, 1 Week, 1 Month, 1 Year).
Select Save.
Manage your tokens from the list, and delete any token that is no longer needed.
Handle tokens with care. Give every token a clear name, set an expiration, and delete unused or outdated tokens to reduce security risk.
8. Reference
8.1 Glossary
Term | Meaning |
Account / Sub-account | A container in the hierarchy that owns systems. Accounts can be nested; the breadcrumb shows your position. |
System | A single installation (e.g. a home or site) grouping the assets behind one gateway. |
Asset | An individual device within a system, such as a PV inverter, battery, grid meter, EV charging station, heat pump or I/O device. |
Asset kind | The category of an asset (PV, Battery, Hybrid, EV Station, Heat Pump, Grid and so on), used by the multi-select filter. |
Gateway | The device that connects a system's assets to the platform. A system needs a gateway assigned before gateway-dependent data is available. |
Commissioning | The process of creating a system, assigning its gateway, and completing its settings so it is ready for use. |
EMS | Energy Management System, the logic that decides how energy flows are optimised. Its decisions are visible in the Historical view. |
Tariff Timer / TOU | Time-of-use configuration used to optimise charging/discharging against tariffs. |
Scanner | A component that discovers assets within a system; activated per account under Scan Configuration, with results listed in the per-system Scans view. |
Group | A named bundle of permissions assigned to users to control what they can access. |
Permission | A specific access right (e.g. Read Systems), clustered into logical groups and described in detail. |
Installer | A partner who installs systems; managed in the Installers section and optionally granted access to XENON. |
Impersonation | Acting on behalf of another account. In 2.0, sub-accounts can be accessed directly without impersonation. Impersonating into an individual end-customer system is still possible from that system's System Details page. |
MFA | Multi-factor authentication, a second login factor. It can be enabled personally or enforced for a user by an administrator. |
Personal token | A named, expiring credential for programmatic API access (user-level). |
Organizational token | An account-level token for programmatic access, managed from the account. |
gridX AI-Agent | The built-in, 24/7, multilingual AI assistant, fed from the knowledge base; reachable from the support panel. |
Support panel | The in-product Help panel for contacting support, creating tickets, reading News and browsing the Help centre. |
Knowledge base / Help centre | The searchable collection of help articles; also the source the AI-Agent draws on. |
8.2 FAQ
Where do I start after logging in? On the System / Asset List. Use the Systems and Assets tabs, search and filters to find what you need.
How do I find systems that have both a battery and an EV charger? Open the asset-kind filter, select both kinds, set Match mode to All (AND), and press Apply.
Why is a system's live data or some settings unavailable? The system likely has No Gateway Attached. Assign a gateway to make gateway-dependent data and settings available.
I moved systems to the wrong account. What should I know? Moving systems permanently transfers ownership and can change end-user feature access. Always confirm the target account before moving, and verify the result afterwards.
How can I share a specific point in time from the Historical view with a colleague? Select the date and event you want, then copy the page URL. It contains your selection, so anyone who opens it lands on the same view.
An asset I expected isn't showing up. Where do I look? Open the Scans view for the system and check which scanners ran, how long they took, and whether they succeeded.
How do I create an API token? Go to Personal tokens → Generate New Token, give it a descriptive name and an expiry date, and save. Delete tokens you no longer use.
How do I reach a sub-account? Select it directly in the account tree on the left. In 2.0 you no longer need to impersonate to access a sub-account.
How do I control what a user can do? Assign the user to one or more Groups. Each group bundles permissions (clustered and individually described), so managing the group manages everyone in it.
How do I make MFA mandatory for a user? Open Users → Edit user, enable Multi-factor authentication, and save. The user is prompted to register an MFA device on their next login. Disabling it later requires contacting support.
A system in this account isn't picking up an expected asset. Where do I configure scanning? Check Scan Configuration → Manage scanners at the account level to ensure the right scanners are activated, then review the per-system Scans view for the result.
How do I get help without leaving the dashboard? Open the Help panel (bottom-right). You can Contact support, create a Bug Ticket or Product Feedback, chat with the gridX AI-Agent, read News, or search the Help centre.
Can I get help outside business hours? Yes. The gridX AI-Agent is available 24/7, answers in your own language, and is backed by the full knowledge base. A person from the team can take over the conversation when needed.
Where do I see what's new in the product? In the support panel under News, which delivers public release notes directly inside the dashboard.
This document describes XENON Operator Dashboard 2.0 and is updated as new functionality is released. Screenshots use anonymised demo data.