Navigation
Finding your way around Collabcy
Learn what each main workspace area is for and where to find common actions.
The Collabcy sidebar contains the main operational areas: Dashboard, Creators, Brands, Collaborations, Deliveries, Invoices, Payments, Expenses, Analytics, and Settings. On smaller screens, the most-used pages also appear in the bottom tab bar.
Where common work happens
- Create or edit people and companies in Creators and Brands.
- Create the deal and connect its records in Collaborations.
- Plan and update content in Deliveries.
- Issue and monitor billing documents in Invoices; reconcile money in Payments.
- Track costs in Expenses and compare performance in Analytics.
- Change identity, email templates, exports, and subscription details in Settings.
Tip:List pages keep filters in the URL, so a filtered view can be bookmarked or shared within your workspace.
Related guides
Getting started with Collabcy
A practical first-day guide to organizing creator collaborations, deliveries, invoices, and payments.
Account, plans, and workspace access
Understand the shared workspace, creator scope, and where account and plan settings live.
Understanding the Dashboard
Use the Dashboard to see active work, upcoming deadlines, outstanding invoices, recognized revenue, and recent activity.