Dashboard

Improve project organization by utilizing workspaces and folders, boosting overall management efficiency

Overview

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.

Dashboard

Workspaces

The squares on the left side of the dashboard represent workspaces:

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.

Workspace settings

To access a workspace settings, click on the gear icon Direct to workspace settings: www.vectary.com/dashboard/?workspace_settings=true

All actions related to the workspace are available here

Workspace settings offer the following options:

• Manage workspace members

• View the three most recent invoices

• Upload a cover image for a workspace

• Rename a workspace

• Delete a workspace

Members

Owner or Manager role in a Business workspace can only invite other users who already have a Vectary account. If the person invited to the Business workspace does not have a Vectary account, they will get an email invitation that will lead them to register with Vectary and the workspace will be automatically added to their dashboard.

To invite a new member, access the workspace settings by clicking the 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 button. The invited user will receive an email containing an invitation with a button to accept it.

An invited member does not need to search their email inbox to accept the invitation. Refreshing the dashboard page will automatically accept the invitation.

Once a member joins a workspace, they can use both their primary workspace and the ones they have joined.

Billing

Access to the billing section of the workspace is available only to the workspace owner

The workspace settings include a Billing tab, providing access to information and actions related to the subscription:

1. details of the current subscription plan, including renewal date

2. option to cancel the subscription

3. three most recent invoices

Invoices are sent via Paddle, Vectary’s payment provider. For help or assistance with your receipt or tax information, please reply to your last invoice or contact [e-mail]

Workspace tips

Order of workspaces

The order of workspaces can be changed as needed. Simply drag the workspace cover to the desired position.

Workspace ID

The workspace ID can be copied from the URL (in case of support requests).

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.

To rename a folder, double-click on its name

Archived

— this folder stores deleted projects, which still count towards the workspace's project limit. A project in this folder can either be restored or permanently deleted.

Projects

• Projects can be created in any folder and freely moved both between folders and workspaces.

• Project sorting cannot be changed; they are automatically sorted by the date of their last edit.

• Project limit depends on the selected plan.

• Deleted projects are moved to the Archived folder and can be restored at any time. Projects in the Archived folder also count toward the limit, so if a project is no longer needed, it should be permanently deleted from this folder.

Project card

A description, tags, and a cover can be added to a project. To do this, open the project card by clicking on the bottom part of the cover.

Changes are saved automatically upon exiting the card mode

Project actions

Open — opens a project in the Studio

Open new tab — opens a project in the Studio in a new browser tab

Copy Link — copies a shareable link to a project

Copy Project ID — this identifier may be required by Support for efficient troubleshooting in case of any issues

Lock — secures a project to prevent unintended edits or deletion

Duplicate — create an exact copy of a project

Rename — allows changing a project name

Delete — moves a project to the Archived folder

Permanently delete — completely removes a project from the system (only available in the Archived folder)

Project tips

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 movement

Projects can be moved to other workspaces or folders by dragging and dropping them onto the cover of the desired workspace or the name of the folder.

Project Selection

Multiple projects can be selected, and all actions will apply to the selected projects. It is also possible to simultaneously move multiple projects to another workspace or folder.

To select all projects in a workspace, use Ctrl + A.

Importing a project into another project (Design system)

Any existing projects can be imported directly into the current project within the Studio. To do this in Studio, open the Workspace tab on the left panel, select the desired workspace, and view all projects and folders within it. A project can be placed in a specific position by dragging it onto the canvas.

Learn more about how it works:

Projects Marked with M

If a project card is marked with M, it indicates that the project contains a custom material saved by either the user or another workspace member.

Learn more about how it works:

Search

The search feature in the dashboard checks project names, descriptions, and tags.

When tagging projects, use labels such as 'finished' or 'public' to improve the efficiency of locating desired projects in search results, especially when dealing with duplicates or versions with similar titles.