Home » Docs » Marketers » Navigating Your Roles: How to Use the Dashboard Access Feature

Navigating Your Roles: How to Use the Dashboard Access Feature

In our continuous effort to enhance your experience on Posticy, we have introduced a new feature: “Dashboard Access.” This feature is designed to make your role transition seamless, allowing you to switch between being a “Publisher” and a “Marketer” with ease.

What is Dashboard Access?

Dashboard Access is a new section on the Edit Profile page, aimed at improving your navigation and orientation on the platform. It reflects our commitment to providing a user-friendly interface that caters to your diverse needs.

How to Use Dashboard Access

  1. Locate the Feature: You will find the Dashboard Access section directly underneath the “Billing Address” section on the Edit Profile page.
  2. View Your Current Role: The section displays your current role, either as a Publisher or a Marketer.
  3. Switch Roles Seamlessly: A simple mechanism allows you to switch between roles. Select the role you want to switch to, and a confirmation prompt will appear.
  4. Confirmation Prompt: To ensure that the switch is intentional, you’ll see a prompt in a modal window: “Switching your role will redirect you to the respective dashboard. Do you want to continue?” Select Confirm to proceed or Cancel to stay in your current role.
  5. Real-time Action: Role switching happens in real-time without the need for a page reload or to click “Save Changes.”
  6. Learn More: If you’re unsure about what each role entails, click on “Learn more about different dashboard functionalities and role-specific features here” to visit our help page.

User Story

As a Posticy user with dual roles, this feature allows you to manage your activities efficiently, aligning with your current needs without the hassle of navigating through multiple pages or confusion.

The Dashboard Access feature is seamlessly integrated into our existing UI and UX design, ensuring a consistent and intuitive user experience.

The Dashboard Access feature is a testament to our dedication to providing you with a platform that evolves with your needs. We invite you to explore this new functionality and enjoy the flexibility it brings to your Posticy experience.

Ready to Kickstart Your Publishing Journey?

No subscription fees. Pay only for placement.