Navigation
The Portal is organized around two primary navigation surfaces: the top bar for organization-wide tools and the left sidebar for your content and shortcuts.
Top Bar
| Element | What it does |
|---|---|
| Search | Find templates, projects, teams, media, fonts and items in the trash by name |
| Notifications | Mentions, invites, activity |
| Account menu (top right) | Profile, Organizations, help, sign out |
Sidebar
The sidebar is organized top-to-bottom:
| Section | What it contains |
|---|---|
| Recents | Recently opened templates |
| Favorites | Favorite templates/projects (toggle the heart icon to add/remove) |
| Teams | Your teams, grouped by organization when you have teams in more than one (see Teams of another organization) |
| Shared with me | Shared Projects and Shared Templates from other teams/orgs |
| Trash | Items you or teammates have soft-deleted, to restore within 30 days (see Trash) |
Teams of Another Organization
Someone can invite you to a team of an organization you are not a member of. You then work in that team, but not in the rest of their organization.
When your teams belong to more than one organization, the sidebar groups them under the organization's name: your own organizations first, then the others. An organization you are not a member of is marked External. With teams in one organization only, the sidebar lists them as before, without a heading.
Open a team of another organization, and its page names that organization above the team's name, marked External, with a note that the team belongs to that organization: what you make there is theirs, and their administrators decide who has access.
Working Down the Hierarchy
- Pick an organization in the top-left picker.
- Pick a team in the sidebar.
- Pick a project (team → projects list, or create a new project).
- Inside a project you see Templates, Media, Fonts, Clips and Forms tabs.
- Click a template to open it in the Editor.
Going Back Up From a Project
Above a project's name, a breadcrumb shows where the project lives. Click the team's name to go back to the team's projects.
If you were invited to the project but are not a member of its team, the breadcrumb starts at Shared with me instead, where the project is listed for you.
On a phone the breadcrumb works the same way. If you can edit the project, its buttons sit in one row under its name, and Share shows everyone with access.
Organization Tools
Under Organizations → {Your Org}:
- Members, Teams, Apps (OAuth clients), Webhooks, Subscription, Usage
Account Tools
Under your account menu:
- Profile — name, email, preferences
- Language — switch the UI language
Shortcuts
Keyboard shortcuts vary with context. The Editor exposes its own shortcut panel (press ? inside the Editor). Outside the Editor, most navigation is through the UI. The Portal-wide shortcuts open search: / from anywhere outside a text field, and Ctrl+K (⌘+K on a Mac) from anywhere (Searching with the Keyboard).