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Navigating the Aspire Platform

Learn how to navigate through Aspire and access key areas

Janine Borrega avatar
Written by Janine Borrega
Updated today

This guide will provide an overview of the key areas of the Aspire platform to help you find what you need faster and work more efficiently.

Note: This is an introduction to the basic functionality of the platform. It is intended to be a quick reference, not a comprehensive guide.

Navigation Bar

Use the main navigation bar on the left side to quickly access key areas, such as Home, Projects, Members, Recruit, Inbox, and Reporting.

Members

  • The Members tab offers an easy way to view your full member list or select specific groups.

  • Select "All Contacts" to see the full list of members in your database or select a specific group. You can also create new groups from this side panel by clicking "New".

Reporting

The reporting section is now divided into categories to help you quickly find the dashboard you are looking for.

Here's a breakdown of what dashboards can be found in each section:

Reporting

  • Impact Dashboard

  • Sales Tracking

  • Social Analytics

  • Content

Finance

  • Payments

  • Budget Dashboard

Partnerships

  • Product Fulfillment

  • Contracts

  • Ads Permissions

Settings

To access your settings, click on your initials in the bottom-left corner.

🚀 Pro Tip: If you have multiple accounts, you can toggle between them by using the Switch Accounts button.

Here's an overview of what settings you'll find in each area:

General

My Account

  • Update your display name

  • Change your password

Notifications

  • Enable social post notifications

  • Manage daily digest emails

Team Members

  • Invite or remove team members

  • Manage team member roles

Conversation Privacy (Admins only)

  • Add or manage email domains for conversation privacy

Analytics

  • Customize your Shopify product cost settings

Workspace Settings

New Features

  • Enable or disable new features

Payments

  • Add or remove a credit card

  • Check your current account balance

Budgets

  • Create and manage budget accounts

Contracts

  • Add approved brand signers for your contracts

Content Guidelines

  • Create and manage content guidelines for your projects

Message Templates

  • Create and manage message templates

Product Fulfillment

Products

  • Import your Shopify products

  • Manage inventory and sync settings

Brand Catalog

  • Create and manage brand catalogs

Integrations

  • Connect and manage your Aspire integrations

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