The Swyvl Dashboard is your central hub for managing everything, from projects to billing. It’s designed to give you quick access to all the tools you need to stay organized and productive. This guide provides an overview of the main sections of the dashboard and how to use them effectively.
Main Sections of the Dashboard
Organizations
Your Organization is the top-level structure in Swyvl and is tied to a single billing account.
Key Features:
Manage Organization: Click on your organization’s name in the sidebar to access the Manage Organizations option, where you can update your organization name or handle billing.
Storage and Plan Details: Easily monitor your plan usage, such as the number of users and allocated storage space.
Workspaces
Workspaces help you organize work into focused areas under your organization. Each workspace can contain multiple projects and resources, tailored to specific clients, initiatives, or activities.
Key Features:
Switch Between Workspaces: Click the Workspace dropdown (as shown in the screenshot) to navigate between existing workspaces or create a new one.
Projects: Every Workspace can hold multiple projects. Simply click on a project to start editing or managing it.
Resources: Organize and store related assets, like 360 photos or other files, in the Resources section.
Workspace Settings: Manage API keys or delete a workspace when it’s no longer needed.
Account
The Account section focuses on managing your personal profile and preferences.
Key Features:
Update Profile: Keep your account details, like name and email, up to date.
Logout: Safely sign out when you’re done working.
Delete Account: Permanently delete your account (be cautious—this action cannot be undone).
You’ll find the Account section in the bottom left of the sidebar, as shown in the first screenshot.
Help
Need assistance? The Help section ensures you can always find guidance when you need it.
Help Centre: Access a library of step-by-step guides, FAQs, and resources to get the most out of Swyvl.
Request Support: Reach out to the Swyvl support team for personalized assistance.
Bug Report: Report any bugs or issues you encounter to help improve Swyvl.
Tips and Notes
Navigation Tip: Use the sidebar on the left to move between organizations, workspaces, and projects.
Shortcut: Bookmark the dashboard in your browser for faster access.
Customization: Add new workspaces for different clients or projects to keep everything organized.
Need Help?
For assistance, explore the Swyvl Help Guide or ask our AI Assistant directly within the platform. If you need further support, our team is here to help via the chat widget.