Workspace
The Workspace section of the dashboard sidebar holds the settings that apply to your whole merchant account.
| Page | Use it to |
|---|---|
| Integrations | Connect stores, ad platforms, email, AI, support, CRM, and productivity services. |
| Sites and API keys | Register storefronts, get site IDs, and create server API keys. |
| Team and roles | Invite teammates, assign roles, and create custom roles. |
| Notifications | Read the notification inbox and choose email or desktop alerts. |
| Settings | Update your profile, language, notification preferences, and roles. |
Settings
Open Dashboard → Settings.
- Account → Profile information — first name, last name, email, and company name. If your role cannot edit settings, the form is read-only.
- Access — create and edit custom roles. Visible when your role can view roles. See Team and roles.
- Notifications — delivery preferences. See Notifications.
- Localization — choose the dashboard language (English, German, Spanish, or French). The change applies immediately.
Dashboard home
Dashboard shows the last 30 days for your workspace: tracked events, visitor sessions, conversion rate, revenue signal, live campaigns, and traffic quality. A Get started checklist walks new workspaces through connecting a site, installing tracking, completing the profile, launching an overlay, publishing recommendations, and optionally creating a server API key.
Dashboard search
The search box at the top of the dashboard finds campaigns, products, workflows, integrations, and documentation. Type at least two characters. This is separate from storefront Smart Search.