Workspace Tools
The main navigation opens daily work, while Workspace Tools brings together supporting workflows, account utilities and help resources.
Main workspace menu
HomeView usage statistics, pinned Datasets and saved Insight charts.
My DatasetsBrowse pinned and alphabetical Dataset lists.
New DatasetCreate a Normal or Feedback Dataset.
Plugin DatasetsPreview and import reusable Plugins.
ReportsFilter and review detailed record tables.
InsightsBuild calculated summaries, tables and charts.
My ContainersOpen organised groups of related Datasets.
SettingsManage profile, theme and account preferences from the top navigation.
Notice CenterReview invitations and account notices.
Data Tools
My PluginsReview, import, rename and manage exported Dataset or Container Plugins.
Team ManagerCreate teams and manage invitations or members.
Date RemindersReview, edit and remove reminders set directly on records.
My TaskSelect a record on the left, manage its ToDo list on the right, complete tasks and add Status Notes.
Pinned Follow UpOpen records marked for follow-up from Add or Edit Record.
Shared DatasetsReview Datasets shared with your account.
System
Recycle BinReview and recover supported deleted items before permanent removal.
Audit TrailsReview recent account activity, loading ten entries at a time.
Ticket SupportSubmit support questions and follow replies from the support team.
Purchase HistoryReview subscription and payment records.
Redeem VoucherActivate an eligible membership voucher using its serial and token.
Plan InfoReview the current plan, allowances and usage.
Resources
Open the onboarding guide and documentation directly from the resource panel.