Dashboard
The Dashboard is where you run your account: your organization's details, environments, people, access, billing and developer tools. The Hub is where you run your loyalty program: tiers, offers, rules, flows and customers. The Dashboard links to the Hub where the two meet, so you can move between them without signing in again.
Use the Dashboard when you are managing who can do what, how your organization is set up, or how other systems connect to it. Use the Hub when you are changing what your members earn and receive.
Before you start
What you see depends on your role. A sidebar item only appears when your role includes the permission for that page. If a page is missing, ask an organization admin to check your role.
Sidebar sections
The icon rail on the left switches between sections. Each section has its own menu.
Home
- Home: key metrics, quick actions, recent admin activity and the production-readiness checklist.
- Program Setup and Analytics open in the Hub.
Organization
The same section has a Hub group:
People & Access
Billing
- Billing: overview, usage and invoices.
Developers
Settings
- Settings: your own profile, preferences and security.
Notifications
The bell in the top header opens your notifications. The Dashboard and the Hub share one list for your organization, so something you read in one shows as read in the other.
- Unread items have a dot and bold text. Select Mark all as read to clear them.
- An Action needed badge means the item is waiting on you, such as a workflow approval. Once someone handles it, the badge changes to Done.
- Use the archive button on a row to remove it from the list.
- If the panel says "Notifications aren't available for this environment.", ask your Loom Loyalty contact about turning them on.