Navigating PatchPilot365

Once signed in, the sidebar groups every page into five sections. This section of the docs has one page per group, each with one heading per page inside it so you can jump straight to what you’re looking at.

Sidebar group What’s in it Docs page
Operations Dashboard, Device Groups, Devices, Jobs, Schedules, Security Recommendations, Vulnerabilities Operations
Reports & Records Audit Log, Inventories, Remediation History, Reports Reports & Records
Catalog Chocolatey Catalog, Script Catalog, Winget Catalog Catalog
Setup App Registration, Architecture, Setup Health Setup
Settings Branding, Compliance SLA, License, Notifications, Server Health, Tenants, Updates, Users, Windows Update Policies Settings

Server Health gets its own dedicated deep-dive page in this site — see Server Health & Maintenance — since keeping an instance running is a big enough topic on its own.

What every role sees

Every page above is visible to every signed-in engineer except Settings > Users, which requires the users:manage permission (the Admin role). Beyond that one gate, pages don’t hide themselves by role — instead, each page hides or disables the specific actions a Reader can’t perform (dispatching a fix, editing a schedule, and so on), so a read-only user can still see everything and understand what happened without being offered buttons that would just fail. See Requirements: Roles inside PatchPilot365 for the full role breakdown.

Help and the AI assistant

  • Help (bottom of the sidebar) is a standing link to in-app guidance and support information, separate from this site.
  • Every page can carry an AI chatbot widget when AI features are turned on (AI_FEATURES_ENABLED=true and the signed-in engineer holds ai:use — Admin and Technician by default, not Reader). It answers questions about what’s currently on screen using the same RBAC-scoped data the page itself already has access to — it’s never given a raw database connection. See AI features for how to turn it on.

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