The admin area keeps the same shape on every page: navigation down the left by default, your content in the middle, actions along the top. Once you know those three areas you can find anything.
You can move the navigation to a top bar under Settings > Design > Layout with Navigation position.
The main navigation
The bar down the left side is your way between the big areas of the platform. It is grouped so related things sit together.
- Main holds your dashboard and your audience. The inbox joins them if your role may read it.
- Content holds community, courses, hubs and events.
- Growth holds payments and affiliates. It only appears when Payments is switched on.
- More holds automations and settings. Each one only appears for roles that may manage it.
The list only shows what you have switched on and what your role may open. If you never turned on events, there is no events entry cluttering your menu. Turning features on and off explains the switches.
When you switch from the member area to the admin area, you land on the first page your role may open. For most people that is the dashboard.
The icons under your logo
A row of small icons sits under your logo in the navigation:
- Sidebar folds the navigation down to icons when you need more room for your content, and opens it again.
- Darkmode switches the admin area between light and dark.
- Messages opens your community chat. It appears when community chat is available on your platform.
- Notifications is the bell with a counter for new admin notifications, such as a new member or a new order. Your own account explains the bell.
- Search opens the same search as the keyboard shortcut below.
- Help shows articles for the page you are on, or Start here on pages without their own help, plus Knowledge base, Share an idea and Contact support. Contacting support covers the last one.
With the navigation in the top bar, search, Messages, Notifications and Help sit at the top right, and Darkmode moves into your profile menu.
The page header
Every list page carries the same header: the page title or its tabs on the left, the list controls in the middle, the button that creates a new entry on the right. Which controls you see depends on the list and the view, but they come from one set: search, filters, sorting, Columns and the switcher between table, list and grid. Working with lists walks through each of them.
Search
Press Cmd + K on a Mac or Ctrl + K on Windows anywhere in the admin area. The search opens over the page and looks across your members, orders, courses, events, community posts, products, help articles and settings at once.
Search only shows what your role may open, and only from areas that are switched on. Settings appear for roles that may change settings.
It is usually faster than navigating. Type a member's name to open their profile, or type "domain" to jump straight to the domain settings.
Your dashboard
For owners and admins, the dashboard is the first page after sign-in. It answers one question: what happened since I was last here.
The tabs across the top split it into Overview, Audience, Content and Growth so you can look at one side of the business at a time. Content and Growth only appear when a matching feature, such as courses or Payments, is switched on. Overview starts with anything that needs your attention and the setup guide, then your member numbers, recent activity, what you edited recently and a chart that fits your platform type. Your plan usage sits at the bottom. The date picker sets the period the numbers cover.
You decide which cards appear and in which order. Click Customize, the button with the sliders icon next to the date picker, drag the cards into the order you want, remove the ones you never read, then click Save, or Done if nothing changed.
Settings
Settings has its own menu. It starts with Most used, the handful of settings almost every platform needs first, followed by four groups:
- My platform: General, Features, Team & Roles, Login domain, Design, Login, Dashboard, Navigation and Notifications.
- Content: Global Fields, Media, Locations and Trash.
- Contract & legal: Billing, Legal, Cookie Banner and Audit Log.
- Integrations & API: Integrations, API, Webhooks, OAuth Apps, Single Sign-On and Custom Codes. Webhooks only appears when Payments is switched on and your role may view payments.
Tags and member fields are not in Settings. They sit under Audience, and Tags and custom fields shows where.
Your platform name, languages and timezone live under General. Business settings goes through them.
The search box at the top of that menu searches settings by keyword, so you can type "cname" and land on the domain page without knowing where it lives.
