So, you've signed up for Dash? Congratulations! 🎉

You are one step closer to the nirvana of effortless digital asset management. This guide shows you the key next steps to get you up and running, organised as follows:

  1. Getting an overview of Dash and applying your theme

  2. Preparing your asset organisation structure

  3. Importing your assets

  4. Considering your upload workflows

  5. Deploying your assets

  6. Further Dash customisation

  7. Inviting your users

If at any point you need any help, just use the in-app chat and we'll be very happy to help and/or book in a call.


1. Getting started

Overview of Dash

Before we get started, take a look at our overview video that shows you around the main features:

Getting help

If you or your users ever need help, we have plenty of resources for you, from this help centre through to our live in-app chat.

Read more about how to get support.

Theme your Dash

Before you go any further, the first thing you should definitely do is theme your Dash. This makes your Dash more recognisable to your users and gives it a familiar feel.

Learn more about theming in this article.


2. Preparing your Dash organisation structure

Now you've got your head around the basics of Dash, it is time to start getting it set up.

Folders & Attributes

One of the core methods of organising your assets is by using folders and attributes. Folders are your typical hierarchical organisational structure, and attributes are additional information you can store about your assets. Used together, you can make your assets incredibly easy to find by your users.

Folders are special in that they are tied to:

  • Permissions. So if you want to control which users can see or edit which assets, you want to group those different assets into different folders

  • Portals. If you want to create public views of your Dash, this is also tied to folders.

Think about:

  • What search terms your users will use to try and find assets

  • What real-world information you could store about your assets

Make sure that information is available either as a folder or an attribute.

Read more about setting up folders and attributes here.


3. Importing your assets

You can bulk import assets into Dash easily, using a few methods:

We generally recommend importing your assets as a priority. Don't worry about organising them first - it is usually easier to import them into an "Import" folder in Dash, and the re-organise them once there. This gets your assets into Dash faster, and allows them to be instantly more searchable than before as our auto-tags will have been applied to them.


4. Consider your workflows for ongoing uploads

Now you've imported your assets, you want to set things up so that ongoing contributors are submitting assets to your Dash in a way that works for you.

Think about all the ways that colleagues and partners create assets for you, and how they currently submit them to you, and how that would look using Dash.

Some features that are worth checking out are:

  • Upload approvals - requiring specific users to submit assets for approval by an admin before they become searchable by the wider user base.

  • Recommended attributes - ask contributors to complete specific attributes to help keep your data up to date and useful

  • Permissions - control what folders your contributors can see and upload to


5. Deploying your assets

There are many ways you can put your assets to work:

Downloading

  • Consider setting up preset sizes for commonly-used crops and resizes, to save your users time having to do this manually after downloading.

Sharing

Integrations

We have a wide variety of integrations that you can view from the Admin > Integrations page, including:


6. Customise Dash

Just before you start inviting users, take note of a few features that let you customise the appearance of Dash.

  • Choose what attributes are shown on the Filters panel and what order they appear in. Control this from Admin > Filters.

  • Customise what information is shown underneath asset thumbnails on the Browse screen, to make the most useful information immediately available to your users. Customise this from Admin > Attributes > Thumbnail display.


7. Giving others access

By now you will have:

  1. Understood the basics of Dash

  2. Set up some folders and attributes

  3. Imported some assets

  4. Configured your uploading preferences

  5. Learnt about downloading and sharing

  6. Customised how filters and thumbnails are shown

Now you're ready to invite your users!

As before, think about what permissions you'd like your users to have. Should they have full view and edit access to everything, or would you like to restrict access to certain users can only view but not edit certain folders, or not see some folders at all. All of this can be configured using Permissions.

Once you've set up the desired Permission Groups, you can start inviting your users!


You're all set!

Congratulations - you are now well on your way to unlocking the value of your assets 😀 .

If you have any other questions or aren't quite sure how to make the most of Dash, just get in touch using the in-app chat and we'll be very glad to help you.

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