This article describes the Klips' left-side navigation menu, the point of access to all of our Klip features and to your account, company, and personal settings.
Note: Clicking the Collapse button collapses the side menu, providing more space to display your Klips.
When you hover your mouse beside the Klipfolio Klips logo, an Edit button displays. This enables you to change the logo to represent your company by either uploading a new logo or typing your account name. See How do I change my dashboard logo? for more details.
From the side menu, you can add assets, such as dashboards and Klips, and access lists of your resources. You can also invite new users, access help articles, change the appearance of your workspace, or access your account page. Continue reading for more details.
Use dashboards to organize and effectively display your Klips in meaningful ways.
- To access and add new dashboards: You can instantly add a new, blank dashboard by clicking the button beside Dashboards. The open dashboard list, displayed in the left navigation bar, gives you fast access to the dashboards you use the most. When you add a new dashboard, it automatically displays there. To see a list of all of your dashboards, click on Dashboards. To learn more about working with Klip dashboards, click here.
Visualize your data in Klips and display them on a dashboard.
- To view and add Klips: Select Klips. This opens the Klips List page, where you can see all Klips. You can build custom Klips either from here or from an open dashboard (where you can also add pre-built Klips from the Klip Gallery). To see specific information for a Klip, select it from the list on your Klips List page.
Connect your Klips to meaningful data by selecting a data source from your list or by creating a new data source.
- To view and add data sources: Select Data Sources to view your full list of data sources. To add a new data source, click the Create a New Data Source button.
The Users tab enables you to access the users, groups, and roles in your account. Click the + button next to Users in the side navigation to invite multiple users at once.
Note: We recently redesigned our homepage. If your account uses our updated design, you'll find user settings by clicking the button in the left navigation sidebar and selecting Users. You'll find your group and role settings by clicking the button in the left navigation sidebar and selecting Account. Then, on the left, you'll click Groups or Roles, depending on the action you're performing.
You have access to a variety of resources to guide you when using Klipfolio.
- To access our in-app help topics: Use the Help icon to access our in-app help, where you can get information on every part of our product.
Use the Themes icon to switch your background theme between slate, light, and dark.
If you have access to both Klips and PowerMetrics, you can switch between them using the product selector located at the bottom of the left navigation sidebar. You can also open MetricHQ. If you don’t see this option, click the button in the left navigation sidebar and select Products.
Account and personal settings
Click on your Account Name to access your general account settings and plan details or to buy a plan. This is also where you sign out of your account.
Note: We recently redesigned our homepage. If your account uses our updated design, click on your Account Name to access your profile and to sign out of the account. Click on the button in the left navigation sidebar to access general account settings and plan details or to buy a plan.