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IntroductionQuick StartEvents & ListenersFloating UI ConfiguratorsEcommerceVectary Dashboard
Discover how to efficiently organize projects using workspaces and folders, and manage projects effectively
The dashboard serves as the initial interface presented upon signing up as a new user or logging in. It functions as a central hub for managing all projects and workspaces.
Workspaces
The squares on the left side of the dashboard represent workspaces:
Workspaces are independent entities, each with its own subscription and role settings. When a subscription is purchased, it applies exclusively to that specific workspace. Therefore, to operate multiple workspaces, a separate subscription must be acquired for each individual workspace.
The order of workspaces can be changed:
Projects can be moved from one workspace to another by simply dragging and dropping them
Workspace Settings
To access the workspace settings, click on the gear icon. This link will also direct to those settings: www.vectary.com/dashboard/?workspace_settings=true
The workspace settings provide the ability to:
- Manage members within the workspace
- Access the last three invoices
- Upload an image for the workspace's cover
- Rename the workspace
- Delete the workspace
Members
Users with a workspace on a Business subscription can invite other Vectary users to join. To accept an invitation to a Business Workspace, having a Vectary account is required.
To invite a new member, access the workspace settings by clicking the Invite
button located in the upper right corner of the dashboard (or use the following link: www.vectary.com/dashboard/?workspace_settings=true)
Then enter their email address into the designated field, assign their Role (which can be changed at any time), and click the Invite
button. The invited user will receive an email containing an invitation with a button to accept it.
Tip: an invited member does not need to search their email inbox to accept the invitation. Simply refreshing the dashboard tab will automatically accept the invitation.
After accepting the invitation, the invited member will see the workspace added to the left side of the dashboard. This allows for easy switching between the personal workspace and the invited workspace.
Information about roles can be found here: https://help.vectary.com/roles
Billing
Access is restricted to workspace owners only
The workspace settings include a Billing tab, providing access to information and actions related to the subscription:
This section provides access to:
- Details of the current subscription plan, including renewal date
- Option to cancel the subscription
- The three most recent invoices
Direct link to workspace settings: www.vectary.com/dashboard/?workspace_settings=true (Billing tab)
Folders
Each workspace includes the ability to create folders, which assists in organizing project storage. Projects can be easily moved from one folder to another through a simple drag-and-drop action.
Archived — this folder stores deleted projects, which still count towards the workspace's project limit (100 projects for Pro subscriptions). A project in this folder can either be restored or permanently deleted.
Projects
Projects in the workspace are sorted by the date of their last edit. To move a project between folders or across workspaces, simply drag and drop the project onto the chosen workspace cover.
Ctrl+A
and drag the selection:
Green dot
The green dot in the top left corner indicates that the project is shared. Clicking it will copy the project link to the clipboard.
Project card
Clicking on the lower section of the project cover will open the project card, providing options for additional actions:
- Upload a cover image for the project
- Add description and tags
Project actions
Open — open the project in the Studio
Open new tab — open the project in the Studio in a new tab
Copy Link — copy a link to the project. if the project is not shared, the link will not work for others.
Copy Project ID — if any issues arise, Support may request the Project ID to assist with troubleshooting
Lock — lock the project to prevent accidental editing or deletion
Duplicate — create a copy of the project
Rename — rename the project
Delete — move the project to the Archived folder
Permanently delete — deletes the project (available only in the Archived folder)
Search
The search feature in the dashboard checks project names, descriptions, and tags.
Importing a project into another project (Design system)
Any existing projects can be imported directly into the current project within the Studio:
Project marker “M”
If you see the marker M
on a project card, it means that the project includes a custom material that has been saved by you or another workspace member.
Find out more about this in the video: