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Find your way around

Know which workspace owns each task and how to switch products.

4 minute guide
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Account work and product work

Dashboard summarizes the business. Products is your searchable library. Customers brings relationships together. Calendar organizes private content plans and shows dated activity from its original tools. Creator Library holds private source material you choose to use.

Inside a selected product, Overview explains the next launch action. Content, Sales page, Price & access, Marketing, Customers and Settings each have a different job. Launch review is a separate content-approval destination, available from the editor or product tools; it is not the Overview dashboard or the payment form. Select the product first so edits apply to the intended offer.

Switch products confidently

Use the product selector or the product rail to change context. Product icons and names help distinguish similar drafts; the library is the best place to search or filter a larger collection.

The workspace search opens destinations and products. Check the selected product name before editing a page, preparing a campaign or viewing customer records. Gen opens from the workspace header so its launcher stays clear of editor controls; open assistance when you need it, then return to the current task.

Understand save state

Wait for Saved or Draft saved before leaving. Unsaved changes means your current edits have not reached the server. A failed save keeps the current editor open and gives a retry or recovery route.

Some child panels have their own explicit save action, including reviewed creator context. Read the panel’s save state rather than assuming that saving the product saves every external setting.

Account controls and help

The account menu contains account destinations and Sign out. Creator plan billing, seller payment setup and customer purchases are separate areas. If you are trying to manage an offer you bought, use Your purchases rather than the creator selling settings.