Part 1: Dashboard basics
This page will give you a quick look at how tables, forms, and navigation works.
Our main navigation categorizes all sections of the platform into 6 groups: Catalog, Distribution, Marketing, Reports, Files, and Team. To keep this article brief, we will not go into detail about these sections here, but you can read more about them in later parts of the documentation.
When you click on any main navigation item, for example, Releases, Labels, Artists, Tracks, etc. you will be presented with a table view of that section's data. Here is an example of the Labels section.
Notice: Other sections may differ slightly based on the features of that section. For example, some toolbars have disabled add, edit, and delete. Some have no toolbar at all. It is dependent on the type of data you are looking at and whether we allow certain operations on that data.
TIP: Bulk operations can be performed on several rows at at time.
In some cases, additional tools are available that are relevant to the content you are viewing. For example, on the releases table, there are 3 additional sub-menus for Distribution, Marketing, and Tools.
For more information about what each sub-menu item does, you can read more in the Content Management section of the docs.
Some tables will have a row sub-menu available. For example, the Releases table has a sub-menu on each row for Content management, Distribution, and Sharing tools. There is also another row of icons showing the shop links that we have fetched for the release.
We have placed tooltips everywhere in the app to help you learn without interrupting your workflow.
We use table views for every section of the app and all of them have the same functionality. This includes search (where applicable), pagination, refresh, add & edit (where applicable), and other tools that let you perform bulk operations on the selected rows.
Select multiple rows when you want to perform actions on multiple items.
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Mac OSX |
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Many of the table views are also equipped with a search input box. These search boxes help you quickly find what you are looking for in a given table's data set. *Searching works across all pages, for example, when you use the search bar on the Releases table, it will filter through all of your releases, not just the particular page number you are viewing.
Click the top of any column to toggle between ascending and descending order for that column.
Currently the sort feature will only sort the visible rows. It does not take into account other rows hidden by pagination. We will be fixing this soon!
The bottom of every table has a pagination bar and refresh button.
go to 1st page | back 1 page | page number | forward 1 page | go to last page | refresh |
⏮ | ⏪ | 🔢 | ⏩ | ⏭ | 🔄 |
Each table has the following hide/show column functionality.
NOTE: If the number of columns exceeds your window size, you can view these fields by hovering your mouse cursor at the bottom of the field list.
Almost all forms on the system are controlled by a single form template which typically looks something like this with tabbed sections on the left, and a save button at the bottom.
The dropdown fields are searchable, so if there is large dataset of items in a select box, just start typing and the results will be filtered automatically.
The menu at the top right of the screen is them system menu that can be used to switch between label profiles, access your overall account settings including email address, names, etc, and changing your password and billing information. This menu is a convenient way to access high-level options.
switch between label profiles
access your billing configuration
change password
edit your email address and account settings
logout
Use the logout button found in the top right menu.
