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Navigating Your Dashboard

Learn where to find core features, menus, and quick links.

Brandon Austin avatar
Written by Brandon Austin
Updated over 2 months ago

Your Dashboard is the command center for all Heritage Web activities—listings, referrals, messages, analytics, and settings. Here’s how it’s organized:


1. Primary Navigation (Sidebar)

  • My Feed: Your personalized content stream.

  • Saved: Bookmarked profiles, listings, jobs, and events.

  • Referrals: Drop-down for Paid Referrals and Pro Bono.

  • Leads: Access the Leads Dashboard for purchased leads.

  • Listings: Manage Profile, Organizations, Jobs, Events.

  • Inbox & Q&A: Messages and community questions.

  • Account Settings: Profile, notifications, billing, and support.

2. Top Bar & Global Search

  • Search All: Keyword search across listings and articles.

  • Notifications icon: Alerts for new matches, messages, and system updates.

  • Help icon: Quick access to the Knowledge Base and live chat.

3. Page Content Area

  • Contextual Tools: Buttons like Add New, Follow, Upgrade, or filter controls.

  • Breadcrumbs & Tabs: See your location and switch between related sub-sections.

Tip: Collapse the sidebar using the hamburger menu to maximize workspace on smaller screens.


See also

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