0Account & Setup

0.4 First Login & Dashboard Overview

Get oriented with the dashboard, navigation, and mobile-device expectations.

🧭 Quick Guide

Main page: The Projects Dashboard

Main actions: Start a new project, continue a project, or open quick actions from the vertical-dots button

Account panel: Use the menu button in the top-left corner to open organization, plan, billing, and sign-out actions

What you see first

After login, you land on the Projects Dashboard. The main area is a grid of project cards.

  • The first card is the dashed New Project card with a large plus icon.
  • Each project card shows the project name, status, script summary, progress, and updated time.
  • The large button at the bottom of a project card is the main next-step button for that project.

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Projects Dashboard with the New Project card and several project cards

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Figure 0.4.1: Projects Dashboard with the new-project card and existing projects.

Open the dashboard panel

Click the floating menu button in the top-left corner. This opens the dashboard panel.

  • The panel shows your signed-in email.
  • It shows your organization name and role.
  • It links to Projects, Credit Usage, and Credits, Membership & Billing.
  • Owners can also open organization settings from the gear button in the organization card.

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Dashboard side panel opened from the top-left menu button

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Figure 0.4.2: Dashboard panel with organization and billing actions.

Choose the next action

Use the project card that matches your situation:

  • Use New Project if you are starting from scratch.
  • Use a project card's main button if you want to continue the next workflow step.
  • Use the vertical-dots quick actions button if you need upload, analyze, editor, archive, delete, or deployment settings.

FAQ

Common questions for this workflow, based on the current SurtitleLive system.

Why don't I see Team Management in the menu?+

Team Management is role- and plan-dependent. It is intended for Pro and Pro+ organizations and may not appear for lower tiers or restricted roles.

Can I use SurtitleLive on a mobile device?+

Yes for viewing and basic management, but editing and live operation work better on a larger screen.