Navigating your account

Where things are

To	Go to
See how your campaigns are doing	Dashboard. See Dashboard.
Find a campaign, list, entry, email or file	Manage, then the Manager for it. See The Manage menu.
Change your name, password or email preferences	Settings → My Profile.
Change your plan, card or statements	Settings → Plan & Billing (account owner only).
Invite a team member	Settings → Team Management.
Get help	Help at the bottom of the navigation menu.
Switch to another team, or log out	Your name at the top right.

The navigation menu

The menu down the left side of every page.

• Dashboard: your starting page. See Dashboard.
• Manage: the Managers for each kind of content. See The Manage menu.
• Settings, at the bottom: your profile, account, team and billing. See The Settings menu.
• Help, at the bottom: help articles, support resources and ways to contact us.

To make more room, click the left-pointing arrow at the bottom of the menu to collapse it.

The Manage menu

Each Manager holds one kind of content. Click Manage, then the Manager you want.

Manager	What it holds	Plan
Campaigns	Every campaign in your account.	All
Emails	Autoresponder, follow-up, scheduled and authentication emails.	All
Hashtag Feeds	Feeds that collect Instagram posts as entries.	All
Entries	Every entry. View, filter, export them and pick winners.	All
Lists	The lists your forms save entries to.	All
Entry Profiles	Export profiles and integration profiles.	All
Exports	The entry exports you've started.	All
Field Library	The custom fields your forms use.	All
Analytics	How your account and each campaign are doing.	All; more detail on Scale and Max
Code Lists	Unique codes, such as coupon or prize codes.	Scale and higher
Connected Sites	The websites you embed campaigns on.	All
Custom Domains	Your own domains that campaigns are published to.	Max and higher
Media	Images, videos and other files for your campaigns.	All
Tags	Every tag in your account.	Max and higher
Templates	Templates you've saved from your campaigns.	Max and higher
Themes	Themes you've saved from the Style Panel.	Max and higher

The Settings menu

Click Settings at the bottom of the navigation menu.

Item	What it's for
My Profile	Your name, time zone, login, two-factor authentication and email preferences. See My Profile.
Account Settings	Deleting old entries automatically. See Account Settings.
Team Management	Inviting team members and choosing what they can do. See ShortStack for Teams.
API Keys	Keys for connecting other systems to ShortStack, such as the Entries API.
Plan & Billing	Your plan, payment details and statements. Account owner only. See Plan & Billing.

The top right

• Notifications (the bell): alerts when an entry export is ready or a winner is picked, and news about new features.
• Your name: shows which account you're working in, yours or a team's. Click it for Switch Team and Logout. See Switching teams.

If something goes wrong

What you see	What to do
A Manager or setting is missing	Some need a higher plan; see the table above. On a team, your role may not include it: ask the account owner.
Plan & Billing isn't in the Settings menu	Only the account owner sees it. Use Switch Team to go to your own account.
You can't find a campaign you made	Check the name at the top right. You may be in a different team. Use Switch Team to change.

FAQs

Where is Plan & Billing?

In the Settings menu. Only the account owner sees it. If you're on someone else's team, it isn't shown.

How do I log out?

Click your name at the top right, then Logout.

How do I hide the navigation menu?

Click the left-pointing arrow at the bottom of the menu to collapse it. Click it again to bring the menu back.

Related resources

• Dashboard
• ShortStack for Teams
• My Profile
• Navigation menu