Sign in to your dashboard
There are no passwords anywhere on the dashboard. Every staff role, owner, admin, agent, and finance, signs in the same way: with a link and a code emailed to them, not a password to create, remember, or reset.
Signing in
Section titled “Signing in”From /signin:
- Enter your email address.
- You get one email with a sign-in link and a 6-digit code, use either.
- Clicking the link signs you in. If that’s easier (for example, the link opened in a new tab and you’d rather stay put), type the code instead.
You’re dropped onto your forum automatically. There’s no slug or forum picker to fill in: your email resolves to your one staff forum on its own.
What each role sees
Section titled “What each role sees”Signing in gets everyone into the dashboard, but the dashboard itself still shows only what your role is allowed to touch:
| Section | Owner | Admin | Agent | Finance |
|---|---|---|---|---|
| Billing (plan, usage limits) | Yes | No | No | Yes |
| Analytics | Yes | Yes | No | No |
| Team (invite, remove) | Yes | Yes¹ | No | No |
| Settings: Display (colors, logo, website URL) | Yes | Yes | No | No |
| Settings: Badges | Yes | Yes | No | No |
| Settings: Advanced (custom scripts) | Yes | Yes | No | No |
| Profile (your own name, avatar, badge) | Yes | Yes | Yes | No |
¹ Admin can invite and remove admin and agent teammates, but only the owner can invite a Finance teammate, and the owner can’t be removed by anyone.
Finance is the narrowest role: Billing is the only section in its navigation and the only one it can open. Agents don’t have dashboard sections beyond their own profile. For sections a role can’t reach, the tab shows a notice explaining who can.
Light, Dim, or Dark
Section titled “Light, Dim, or Dark”The dashboard has Light, Dim, and Dark modes, switched from the toggle icon next to your avatar in the top right, click it to cycle through the three. It’s saved in your browser, so each team member picks their own, and it doesn’t change how your portal looks to visitors, that’s a separate setting under Settings.
Where the real work happens
Section titled “Where the real work happens”The dashboard is account-level: billing, team membership, analytics, and portal configuration. Answering questions, moderating content, and everything else your customers see happens on the portal itself, not the dashboard, whatever your role. See Moderate your portal for that side of the job.