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.
Screenshot Placeholder
Projects Dashboard with the New Project card and several project cards
Image neededOpen 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.
Screenshot Placeholder
Dashboard side panel opened from the top-left menu button
Image neededChoose the next action
Use the project card that matches your situation:
- Use
New Projectif 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 actionsbutton 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.
Onboarding Workflow
Continue In This Workflow
Account setup, sign-in recovery, first project steps, and invitation acceptance for new users.
0.5 Creating a New Project
Create a project, choose its status, and stay within active and archived project limits.
0.6 Managing Your Projects
Open, edit, archive, unarchive, or delete projects from the dashboard.
1.2 Uploading a Script
Upload DOCX scripts and understand file, unit, and character limits.
