Part 1: Dashboard basics

A quick overview of our dashboard components

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 a time.

Advanced Toolbars

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.

Row sub-menus

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.

Tooltips

We have placed tooltips everywhere in the app to help you learn without interrupting your workflow.

Tables

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.

Selecting multiple rows

Select multiple rows when you want to perform actions on multiple items.

operating system

key combo

Microsoft Windows

CTRL + click

Mac OSX

CMD + click

Searching

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 search on the Releases table, it will filter through all of your releases, not just the particular page number you are viewing.

Sorting

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!

Pagination and refresh

The bottom of every table has a pagination bar and refresh button.

Pagination buttons and what they do:

go to 1st page

back 1 page

page number

forward 1 page

go to last page

refresh

Hiding and showing additional columns

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.

Forms

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.

Top right menu (system menu)

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.

Use the system menu to:

  • switch between label profiles

  • access your billing configuration

  • change password

  • edit your email address and account settings

  • logout

Logging out

Use the logout button found in the top right menu.

Onward, to PART 2!

pagePart 2: Create a label profile

Last updated