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Logging In & Dashboard Basics

Logging in, choosing a workspace, and an overview of the dashboard layout.


Logging in

Open the admin portal URL and sign in with your account. If you don't have one yet, ask your organization's admin to invite you.

Choosing a workspace

Once you're inside a workspace, its name is shown at the very top of the left sidebar.

  • Click the name to open the Switch workspace menu and move to another organization.
  • All sites, content, and settings shown are scoped to the currently selected workspace.

The dashboard (Overview)

When you open a workspace, Overview → Dashboard opens first. It gives you an at-a-glance view of your organization:

Dashboard overview screen

  • Top cards — counts of Active Sites, Published Pages, Departments, Specialties, Doctors, Locales, and Locations
  • Pages by Site and Media Assets charts
  • Recent Enquiries (latest 5 form submissions) and Media Summary (counts by type and latest uploads)
  • The Manage settings button (top right) jumps to organization settings

The left-hand menu

The left sidebar is organized into these groups:

Left sidebar menu

Group Item What it does
Overview Dashboard Status summary
Sites Sites List Create and edit sites
Contents → Copyrights · Specialties · Departments · Articles · Doctors Manage articles, doctors, and other content
Assets → Images · Videos · Documents Manage media
Settings General → General · Aliases · Departments · Specialties · Locations · Details · Design System Organization basics & branding
Domains Connect domains
Form Submissions Review enquiries
Team Invite teammates & manage roles
Billing Subscription & payment (Plans rolling out)
AI Assistant Trend Analysis · Custom Prompts · Automation (disabled, rolling out)

The exact menu may differ depending on your permissions and subscription (e.g. Team and Billing appear only with the right permission).

Next steps

If your organization info is empty, we recommend filling in departments, locations, and languages first under Settings → Organization Settings. To jump straight in, go to Building Sites → Creating a Site.