The workspace has a sidebar menu on the left, a top bar with search and account controls, and the page you are working on in the main area.
The Sidebar Menu
By default, the menu is organized like this:
| Menu Item | What It Opens |
|---|---|
| Dashboard | Your overview of upcoming work and recent activity. |
| Orders | All orders. The submenu includes All Orders and Abandoned Checkout. |
| Listings | Property listings, media, delivery, and websites. |
| Calendar | Appointments, reserved spots, and blocked time. |
| Customers | The customer directory. The submenu includes All Customers, Brokerages, Teams, and Loyalty Program. |
| Products | Main products, add-ons, packages, travel fees, taxes, coupons, and pricing plans. |
| Availability | Daypart availability, service areas, booking settings, appointment settings, and assignment routing. |
| Order Forms | Your booking forms. The submenu includes All Order Forms and Order Fields. |
| Reports | Business performance. |
| Team | Team members and roles. The submenu includes Members and, when available, Payroll. |
| Billing | Your RE Media Hub membership, payment method, and receipts. |
| Settings | User Settings, Company Settings, Portal Settings, Customer Portal, Property Websites, Integrations, Notifications, and Referrals. |
The menu only shows pages your role can open. A platform administrator can also rename or reorder menu items, so your labels may differ slightly.
Menus for Specific Roles
Some roles get a shorter, focused menu:
- Photographer: Dashboard, Orders, Calendar, Listings, Library, Payroll, Settings, and Integrations (calendar connections only).
- Editor: Dashboard, Orders, Library, and Settings.
- Accountant: Dashboard, Orders, Payroll, Reports, and Settings.
These roles may also use a role-specific web address. Use the links in your menu rather than typing addresses by hand.
Search
Use the search box at the top (Search orders, customers, listings, settings, and features...) to jump to records or pages. Searching for a feature name, such as "Order Fields", "Library", or "White Label", takes you straight to that page. Searching for a settings tab, such as "Company Settings • Deposits", opens that tab.
Top Bar Controls
- Feature Updates: opens a summary of new and changed features when an announcement is available.
- Theme toggle: switches between light and dark mode on this device.
- Your name: opens your User Settings.
- Logout: signs you out of this browser.
- Exit Impersonation: appears only while an authorized user is viewing the workspace as someone else. See View As a Customer or Team Member.
On a Phone or Tablet
Tap the menu button to open the navigation menu. The mobile menu also includes your account shortcut and Logout. Close the menu with Close or by tapping outside it.
Troubleshooting
- A page I used yesterday is gone. Your role or its permissions may have changed. Ask your workspace owner to review your role in Team.
- A direct link sends me to the Dashboard. You do not have access to that page, or the link points to a page that does not exist in your workspace.
Help for the Page You Are On
Select Help near the top-right of a workspace page to open its guide in a new tab. Sections with more specific setup instructions also have a Help link at the right edge of their heading. This lets you keep the setup page open while following the guide. On a phone, the link may wrap below the heading to keep it easy to tap. Use the Help Center search when you want to learn about a different feature.