Navigating PatchPilot
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 PatchPilot
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=trueand the signed-in engineer holdsai: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.