Dashboard Overview
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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.
