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.

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.

Workspace settings

To open workspace settings, select Settings from the list. Direct link to workspace settings: www.vectary.com/dashboard/?workspace_settings=true

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

  • Leave a workspace

  • Delete a workspace

Members

To manage workspace members, select Team Members from the list. Access to these settings is available only to the workspace Owner and Manager.

The Team Members management section allows sending new email invitations and assigning participant roles.

To invite a new member, 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.

If a person invited to a workspace does not have a Vectary account, they will receive an email invitation with a link to register with Vectary. After registration, the workspace will be automatically added to their dashboard.

If an invited user already has a Vectary account, it is not necessary to check the email inbox to accept the invitation. Simply 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

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

Workspace tips

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

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. 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.

Preview mode

  • If a project is not shared, double-clicking the project thumbnail opens it in Studio.

  • If a project is shared (indicated by a green dot in the top-left corner of the thumbnail), double-clicking the thumbnail opens the project in Preview mode.

  • A project can be opened directly in Studio (bypassing the Preview mode) by using the icon in the upper-right corner:

  • To open a project in Studio from the Preview mode, click the button.

In Preview mode, the state of the project reflects the version that was current at the time of sharing. This mode simplifies project viewing and provides access to basic settings without fully loading the project. Over time, additional capabilities will be introduced to this mode.

Currently, Preview mode allows the following actions:

  • Copy a project link

  • Change privacy settings

  • Enable or disable Augmented Reality for the project

  • Rename a project

  • Open a project preview in a new tab

  • Open a project in Studio (desktop and tablet only)

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

The green dot in the top left corner indicates that the project is shared. Clicking it will copy the project link to the clipboard.

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:

Upload 3D file

The Upload 3D file mode allows importing a 3D file directly from the dashboard without opening Studio.

After the file is uploaded, a new project is automatically created in the workspace. The project can then either be shared via a link or opened in Studio for further editing.

Supported formats in this mode: FBX, GLB, GLTF, OBJ, STL, DAE, ZIP To import other file formats, open a project in Studio. For a full list of supported formats, see this page.

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

Last updated