Dashboard
Improve project organization by utilizing workspaces and folders, boosting overall management efficiency
Last updated
Improve project organization by utilizing workspaces and folders, boosting overall management efficiency
Last updated
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.
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 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
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.
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.
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:
details of the current subscription plan, including renewal date
option to cancel the subscription
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 help@paddle.com
The order of workspaces can be changed as needed. Simply drag the workspace cover to the desired position.
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.
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.
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.
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)
The green dot in the top left corner indicates that the project is shared. Clicking it will copy the project link to the clipboard.
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:
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:
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.
To access a workspace settings, click on the gear icon Direct to workspace settings: www.vectary.com/dashboard/?workspace_settings=true
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.
— 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.
