Dashboard Overview

๐Ÿ—‚๏ธ

Dashboard Overview

After signing in, you land on the home page of your Space. The heading reads Welcome back, {your first name}. The layout has a sidebar on the left and the main content area on the right.

Sidebar navigation

The sidebar is the primary way to move around the app. Items are listed in this order:

Label

What it is

Home

The dashboard home page

All Testimonials

Your full testimonials library

Folders

Folders for organizing testimonials

Embeddings

Website embed widgets

Templates

Display templates for embeddings

Links

Collection links for gathering testimonials

Clients

Client records and contact management

Trash

Soft-deleted testimonials

At the bottom of the sidebar:

Label

What it is

All Spaces

Manage and switch between your Spaces

Settings

Space settings, profile, billing, and more

The Space switcher sits at the top of the sidebar. Click it to switch to a different Space or create a new one.

Reviews (the submission review queue) is not listed in the sidebar. You can reach it from any collection link's To Review button, or with the keyboard shortcut G then R.

Top bar

The top bar sits above the content area. It does not include a search field or a page title. It contains:

  • A trial banner (if your subscription is in trial), showing days remaining and a link to manage billing

  • A notifications bell for in-app notifications

  • A profile avatar that opens the account menu

Home page widgets

Recent Embeddings โ€” shows your most recently updated embeddings. Click View all to go to the Embeddings page. If you have no embeddings yet, a prompt appears to create your first one.

Recent Folders โ€” shows your most recently used folders and how many testimonials each contains. Click View all to go to the Folders page.

Quick actions

Two buttons appear in the top-right of the home page:

New Folder โ€” opens a dialog to create a folder. Once created, you are taken to that folder.

New Testimonial โ€” opens a choice dialog with two options:

  • Generate a collection link โ€” create a shareable form to send to customers

  • Add manually โ€” upload a file or paste a text review directly

Notifications

Click the bell icon to open the notifications panel. It shows in-app activity such as new submissions, accepted testimonials, new clients, and embedding limit alerts. From the panel you can mark all as read or clear all notifications. Which events trigger notifications is configurable in Settings > Notifications.

Account menu

Click your avatar in the top-right to open the account menu. From here you can access:

  • Manage account โ€” your profile settings

  • Billing โ€” your plan and payment details

  • Support help

  • Give feedback

  • Onboarding Call โ€” book a 1-on-1 setup call with the Endors team

  • Workspace settings

  • Leave us a testimonial

  • Log out

Keyboard shortcuts

Press ? anywhere in the app to open the keyboard shortcuts reference. Press G followed by a letter to jump to any section quickly.