The Method Dashboard

Get to know the Method Dashboard

Updated over a week ago

The Dashboard is the first screen you see when you log into Method.

Overview of the Dashboard

  1. The Left menu [≡] has links to favorited apps. It can be minimized and maximized to save screen space.

  2. The plus symbol is a Global Add which adds a new record of your choice (e.g. a new Invoice, a new Customer). 

  3. The magnifying glass is your Contacts Search. When doing a search, only the top 10 results will be returned. You are able to search on:

    1. name (fullname, first name, last name)

    2. email

    3. phone

    4. address.
      Note: a customer's shipping address is not included in the search.

  4. The question mark pops open a right panel to access help center search bar as well as chat.

  5. The upper-right profile icon opens a preferences menu to access:

    1. your user profile

    2. account settings

    3. integrations

    4. signing out

  6. More Apps allows you to access apps which are not starred (favorited).

  7. App Marketplace allows you to install more apps.

Left Menu

The left menu contains icons corresponding to favourited apps. You can maximize and minimize the menu by clicking the '' icon or the 'm' icon respectively.

The next icon, the Dashboard icon, will return you back to the dashboard screen from wherever you are in Method. Returning to the dashboard does not delete work you're doing on a screen.

The other icons are shortcut links to favorited apps. An app will appear here if:

  • you are subscribed to the pack

  • you have permission to the app

  • the app is starred (favorited)

To access your non-starred apps, you can select More Apps which will expand to show the rest of your apps. 

Selecting App Marketplace will allow you add more apps.

Right Menu Preferences

In the upper-right corner is a profile icon which opens up the Preferences menu. Normally, it will be a circle with your username initials, however, you can change it to show a profile picture:

From this menu, you can access your:

  • User Profile: Change your profile pic, sign-in email, password, and more.

  • Account Settings: Depending on your permissions, you can change the settings for your account on a personal level or a company level.

  • Integrations: Common native integrations, Import/Export, Zapier, and the Method API.

  • Switch account: If you have multiple Method accounts, use this function to switch accounts without signing out and signing back in.

  • Sign out: Signs you out of this Method account.

App Tiles

Each app you have installed is represented by a tile: 

Each tile looks different, depending on the app it represents, but on every tile you can:

  • Access the app's most commonly-used screens (e.g. ⊕ New and # Active on the Contacts app).

  • Read a brief description of the app.

  • Use the vertical ellipsis button ( ) to access more options, like the app's preferences. Find more information in the corresponding app documentation.

Note: Users with administrator and manage access can will be able to select the manage link from the vertical ellipsis ( ⋮ ) menu.

App Tile Customization

You're also given three further options from the ( ) menu:

  1. Move the app tile around your dashboard (do this to re-order the way your app tiles appear when you log in):

  2. Change the color of the app tile:

  3. Star and favorite apps you often use:

Removing the star will minimize the app and it moves to the bottom of your dashboard. You'll also know it's icon is no longer in the left menu (but accessible by hitting the down arrow).

You can favourite minimized apps at any time by clicking the ellipsis (⋮) and reselecting the star icon.

Note: These three options only influence the dashboard of the user currently signed in. Each user is free to customize their own dashboards using these options.

Adding New Apps

At the end of the app tile section, there is an outlined box labeled Add / Remove Apps

Clicking this button takes you to a screen where you can add new packs and create your own custom apps (see Subscribe for more information).

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