Navigating the Atarim Dashboard
Every item in the sidebar, in full depth — what it is, how to use it, and where to go for more.
The sidebar is your control center. A workspace switcher sits at the top, then seven navigation items grouped into two blocks, then help and support links at the bottom. Your agency's own identity — or Atarim's, if you haven't white labeled — anchors the very bottom of the panel.
What you actually see depends on your role and permissions. Several items are hidden entirely rather than greyed out, which is the most common reason a new starter can't find something a colleague told them about.
In this guide you'll learn what each item does, the exact click path through it, and which article to read for the full depth on any one of them.
| Item | What it’s for | Who sees it |
|---|---|---|
| Projects | Your landing view — Claro’s chat panel beside the projects grid | Most roles |
| Inbox | Email-based client requests in the same task system as everything else | Most roles |
| Boards | Kanban view of a project’s tasks, arranged by status | Most roles |
| Workflows | Automations — triggers, actions and branching | Not Team Member |
| People | Your team and your clients, with roles and access | Admin only |
| Analytics | Workspace-wide activity and AI performance metrics | Not Team Member |
| Settings | Everything that applies across the whole workspace | Admin only |
Step-by-Step Guide
Step 1: Switching Workspaces
The switcher sits above everything else in the sidebar and shows the workspace you’re currently in.
- Select the workspace name at the top of the sidebar.
- Choose a different workspace from the list.
- The whole screen reloads, scoped to that workspace’s own projects, team, and settings.
Step 2: Projects
The default landing view when you log in, and where most people spend their time. It isn’t a bare project list — Claro’s chat panel sits alongside the projects grid on one screen.
- Select Projects in the sidebar, or use the Atarim logo to return here from anywhere.
- On the left, use the chat panel to talk to Claro. Quick-start prompts sit above the composer if you’re not sure where to begin.
- Type into the composer, or type
/to open the slash-command menu. - On the right, use + Add Website or + Add Design to create a project, or select an existing project card to open it.
- Press Ctrl+K to search, or use the sort and filter controls to reorder the grid.
Step 3: Inbox
Brings email-based client requests into the same task system as everything else, so nothing ends up tracked in two places.
- Select Inbox in the sidebar.
- Use the project selector to filter to one project, or view everything across the workspace.
- Search, sort, and filter by priority, tags, assignee, or status.
- Select any entry to open it — read the original email, reply directly, or convert it into a task.
- Use Go to Task to jump straight to that comment on the visual canvas.
- If the list looks stale, use the refresh control beside the Inbox item to reload it.
Step 4: Boards
A Kanban view of a project’s tasks, arranged in columns by status. Discover How To Use Boards Effectively.
- Select Boards in the sidebar.
- Choose a project to see its tasks laid out in columns.
- Drag a card between columns to change its status — this updates the same status field visible everywhere else the task appears.
- Read each card’s title, assignee, priority, and tags at a glance, or select one to open the full task.
- Use the filter controls to narrow by tag, assignee, priority, or client.
- Select multiple cards to reassign, retag, or reprioritize in bulk.
Drag Cards Between Columns to Change Status
Step 5: Workflows
Automations that fire on a schedule or in response to something happening — assigning tasks, updating statuses, sending notifications, running AI actions.
- Select Workflows in the sidebar.
- Browse the template library, or the workflows already running on your projects.
- Select any workflow to open its canvas and view or edit its steps — triggers, actions, and branching.
- Build a new one from a template, or start from scratch with a custom automation.
- Attach it to the projects it should run on, then turn it on.
Step 6: People
Your team and your clients, with their roles, access, and activity.
- Select People in the sidebar.
- Switch between your internal team and your clients.
- Select a name to open that person’s profile.
- Review or change their role, access, and notification preferences from the tabs on their profile.
- Invite someone new from here, or revoke an existing member’s access.
Step 7: Analytics
Workspace-wide metrics covering both human activity and how the AI layer is performing. Discover How to Track Performance with Analytics.
- Select Analytics in the sidebar.
- Review the headline activity metrics for the workspace.
- Check the AI-specific metrics alongside them for a fuller picture.
- Filter by date range, project, or team member to build a specific report.
Step 8: Settings
Everything that applies across the whole workspace, organised into five categories rather than one flat list. Managing Your Account Settings in Atarim
- Select Settings in the sidebar.
- Find what you need under one of the five headings — AI Web Agency, Workspace, Communication, Connected Apps, or Account.
- Select it. That screen opens in the panel on the right.
- To find something fast, type into the Search settings… field at the top of the menu.
Step 9: Help, Notifications, and Your Agency Identity
The bottom of the sidebar holds support links and your workspace’s branding.
- Select Help to reach the Help Center, or to start a live chat with support.
- Select Resources for further documentation and material, where your workspace has it enabled.
- Use the notification bell to see recent task updates, comments, and client feedback.
- Your agency’s identity sits at the very bottom of the panel — this is what white-labeled clients see in place of Atarim.
FAQs
Where do I land when I log in?
Projects. If workspace chat is enabled for your account, Claro’s chat panel sits on the left with your projects grid on the right; otherwise you’ll see the projects grid on its own.
How do I switch between workspaces I belong to?
Select the workspace name at the top of the sidebar and choose the one you want. The whole view reloads scoped to that workspace.
Why can’t I see the workspace switcher?
It only appears if you belong to more than one workspace, or if you have permission to view workspaces. With a single workspace there’s nothing to switch between.
Does switching workspaces filter my existing view?
No. Each workspace is a fully separate context — projects, team, and settings don’t carry across.
Why can’t I see People or Settings?
Both are restricted to the Account Holder and Administrators. They won’t appear in the sidebar for other roles at all.
A colleague mentioned a sidebar item I don’t have. Is something broken?
No. Items you don’t have access to are hidden rather than greyed out, so two people on the same workspace can see different sidebars depending on their role.
Where do I find my own profile?
Under People. Selecting Personal Settings in the Settings menu takes you there rather than opening a settings screen — it’s the only item in that menu that navigates away.
What happened to Forms and Time Entries?
Both are legacy features. They only appear on workspaces that still have legacy features enabled, so most sidebars won’t show them. If your team relies on either, speak to your administrator.
Conclusion
Projects is where you'll spend most of your time, but Inbox, Boards, Workflows, People, Analytics, and Settings are each one click away, and most have a dedicated article if you need the full depth.
The single most useful thing to internalise is that the sidebar is role-dependent. Items are hidden rather than disabled, so a sidebar that looks different from a colleague's is almost always a permissions difference — not a bug, and not something you've broken.