Navigating the dashboard

The dashboard is a sidebar on the left and your work area on the right. The sidebar is organised around four questions: what do I sell, what do I publish, how do I reach people, and how does the business run? Every tool sits under the question it answers, which is why you can find things you have never opened before.

This page walks the whole thing, top to bottom.

The shape of the sidebar

From top to bottom, the sidebar holds:

1. Your workspace switcher.
2. Home and Mira, always pinned at the top.
3. Favourites, the rows you have starred.
4. Five labelled sections: Sell, Publish, Communications, Finance and Operations.
5. Profile Settings and Team.
6. Your own account, at the very bottom.

Section labels are small, uppercase and greyed. They are not links. Click one and it expands to show what is inside, and the section holding the page you are on opens itself.

Inside a section, a row with a small arrow on the right is a group that expands further. A row without one is a page you can open directly.

Home and Mira

Home is your landing pad. It carries your setup checklist while you are still working through it, and once that is done it becomes a compact view of your numbers, one suggested next action, and a What's new feed of recent activity in your workspace. See Completing onboarding.

Mira is your copilot. She reads your real numbers, flags what is off, suggests what to do next, and can carry out the things she suggests once you approve them. The label here is whatever you have named her, so if you renamed her the sidebar follows. Read more in Mira.

Favourites

Any page in the sidebar can be pinned to the top so you stop hunting for it.

1. Hover a row. A small star appears on its right.
2. Click the star. The row is copied into a Favourites group under Mira.
3. Drag your favourites up and down to put them in the order you want.
4. To unpin, click the filled star on the favourite itself.

Favourites follow you rather than the browser, so they are there on your laptop and your phone, and across every workspace you manage. If you lose access to something you had pinned, the row quietly disappears from your favourites instead of giving you a link that fails.

The Favourites heading only shows up once you have pinned something.

Sell

Everything a customer can buy.

• Store for Music, Products, Categories, Collections, Options and Orders. See Store.
• Events for My Events, Event Series, Orders and Door, the check-in view for whoever is working the entrance. See Events.
• Courses for Courses, Students, Certificate templates and Issued certificates. See Courses.
• Scheduling for Products and Bookings, your one-to-one and group sessions. See Coaching.
• Membership for Membership Tiers, Calls, Members, Posts, Collections, Spaces, Moderation, Messages and Settings. See Memberships.
• Affiliates for Settings, Affiliates, Commissions and Payouts. See Affiliates.
• Films, when rentals are turned on for you, for rentable titles and series. See Films.
• Coupons, your discount codes. See Coupons.
• One-Click Checkout, offers that buy in a single tap. See One-click checkout.
• Abandoned checkouts, for recovering sales somebody nearly completed. See Abandoned checkouts.

Coupons, one-click checkout and abandoned checkouts sit here rather than in a back-office drawer because they are how you sell, not how you administer.

Publish

Everything you put in front of the public.

• My Website for Home (where you build and edit the site), Domains, Analytics, Tracking, Smart Links, Page actions, Apps, Messages from your contact form, and AI Agent where the on-site chat assistant is turned on. See My Website.
• Blog for Posts, Categories and Comments. See Blog.
• Podcasts for all your shows and their episodes. See Podcasts.
• Live Stream for Studio, Broadcasts, Channels and Local recordings. See Live Streaming.
• CMS for Collections, your own structured content types. See Collections.
• Reviews, where customer reviews wait for you to approve or reject them. See Reviews.
• Forms, the enquiry and signup forms you embed. See Forms.

Communications

Everything that reaches a person directly.

• Emails for Templates, Emails, Email Lists, Lead Magnets and Settings, plus Messaging and WhatsApp Templates where messaging is on, and Business Email where you run mailboxes on your own domain. See Emails.
• Social Media for Accounts, Posts, Calendar, Analytics, Inbox, Comments and Automations. See Social.
• Ads, when advertising is turned on, for Overview, Campaigns and Ad Accounts. See Ads.
• Phone & SMS, when it is turned on, for Phone numbers and SMS registration, plus Voice agent and Calls where the voice features are enabled. See Phone and SMS.

Social contacts and your main contact list are the same people, so there is one entry for them and it lives under Operations.

Finance

Money is its own domain, so nothing here is nested. Every entry is one click deep.

• Overview, the top-level picture of what you are earning. See Overview.
• Invoices, to bill someone directly. See Invoices.
• Payment Links, quick checkout links you can share anywhere. See Payment links.
• Donations, for one-off and recurring support. See Donations.
• Transactions, every payment that has come through.
• Expenses, what you have spent. See Expenses and tax.
• Refunds, money you have sent back, and Payouts, money on its way to you. See Payouts and refunds.
• Tax, what you owe and where.
• Year-end, the summary you hand your accountant. See Year-end.

See Finance for the wider picture.

Operations

How the business runs behind the scenes.

• Contacts, your master list of everyone who has bought, subscribed or enquired. See Contacts.
• Pipeline, deals and opportunities moving through their stages. See Segments for how you slice your audience.
• Automations, flows that run on their own so you do not have to. See Automations.
• Documents, contracts sent out for signature. See Documents.
• Work, a group holding Projects, Time, Reports, Labels, Custom fields and your Knowledge Base.

The bottom of the sidebar

• Profile Settings is where you configure this workspace: how you get paid, your business address, your app settings, notifications, and which language the workspace creates things in. See Settings.
• Team is where you invite collaborators and decide what each of them can see and do. See Team.

Right at the bottom sits your own name and email. Click it for a menu with Account settings, Billing and Log out. Account settings covers you as a person, including any AI assistants you have connected. Billing covers your plan and payment method. See Billing.

The top bar

Along the top of every page:

• The sidebar toggle, to collapse the sidebar down to icons when you want the width. Some screens, like the Knowledge Base and Projects, collapse it for you.
• A breadcrumb showing where you are, with each step clickable.
• A search box on pages that have one. It is labelled with what it searches, so you always know its scope.
• A trial pill, if you are on a trial, showing when it ends. Click it to pick a plan.
• Help, the round highlighted question-mark button.
• A notifications bell with a count of anything unread.
• A language switcher.

Help

Help is the front door for support. Click it and a panel slides in from the right.

1. Type your question in the box at the bottom and press Enter.
2. You get an answer drawn from the official TribeNest documentation, with links to the pages it came from so you can read the full thing.
3. Ask follow-ups. The panel remembers the conversation.

If the answer is not in the documentation, Help says so and offers to put you through to a person. There is also a Contact support link at the bottom of the panel that does the same thing at any point. When you escalate, your conversation goes with you, so whoever picks it up is not starting cold.

The small bin icon clears the conversation when you want a fresh start.

Notifications

The bell shows a count of unread items. Click it for the most recent ones, and click any one of them to jump straight to what it is about. Mark all read clears the badge in one go. The same feed, filtered by category (Commerce, Finance, Engagement, Content, System), appears as What's new on your Home screen.

Languages

There are two language settings, and they do different jobs.

• The switcher in the top bar is yours. It decides what language this dashboard speaks to you: English or Deutsch. Each person on your team picks their own, and your choice affects nobody else.
• The workspace language belongs to the workspace. Find it in Profile Settings on the Profile tab, in the Workspace edition card, under Workspace language. It decides what language things are created in: the templates, field labels and board columns TribeNest sets up for you. Options are English and German.

Anything already created keeps the language it was created in, so changing the workspace language affects what comes next rather than rewriting what you have.

The Workspace edition card beside it says what kind of business this workspace is, which changes the words the product uses for its own concepts and offers a matching starter pack. Choosing one never removes or rewrites anything you already have.

Switching workspaces

You can run more than one business from a single login, each with its own website, store, members and emails.

1. Click the block at the very top of the sidebar. It shows TribeNest with your current workspace name underneath.
2. A dropdown lists everything you have access to, with a tick beside the one you are in.
3. Click another one. The whole dashboard reloads for it and drops you on its Home screen.

Once you have more than three, a search box appears at the top of the dropdown so you can filter by name. The first nine each show a keyboard shortcut on the right, so you can jump between them without the mouse.