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Navigating Your Dashboard

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

Written by Brandon Austin
Updated over 10 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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