---
title: Understand the Tapmy dashboard
description: "A tour of the Tapmy dashboard: where to build your store, manage offers, see customers and analytics, connect services and change account settings."
lead:
  - "The Tapmy dashboard is where you build your store, manage offers and customers, check analytics, connect services and control account settings. Remember that a saved draft is not public until you publish it."
tags:
  - digital-products
  - link-in-bio
source: docs/tapmy-wiki/pages/understand-the-tapmy-dashboard--795b00e8.md
---

This guide is for creators and account owners. Which areas you see can vary by plan and permissions.

## How should I start exploring the dashboard? {#before-you-start}

Use a test or low-risk Site while you learn. Keep your public store open in a separate signed-out tab so you can compare what you edit with what visitors see.

Use an email you can access and keep real customer, card and bank details out of screenshots and test notes.

## What are the main areas of the dashboard? {#build-a-mental-map}

Menu labels can change, so learn the jobs, not the positions.

1. **Site and store building.** Public identity, layout, links and offer cards.
2. **Offers or products.** Content, pricing, delivery, access and publish state.
3. **Audience or customers.** Leads, buyers, access and history.
4. **Analytics.** Check the Site, date range, timezone and metric definition before drawing conclusions.
5. **Integrations.** A listed integration is not the same as one that is connected and healthy.
6. **Account, plan, billing and security.** Treat plan changes, disconnections and deletions as serious actions.
7. **Support.** Find the support entry now, and learn what to collect before you ask for help.
8. **Public preview.** After any change to your store, go back and look. The dashboard alone does not prove it is live.

## Checklist {#what-success-looks-like}

You can say where to create an offer, review customers, check performance, manage connections and change account settings. You can also tell whether you are editing a draft or looking at the live page.

When a task affects the public store, check it signed out and in a phone-sized window. A saved draft is not a published, buyer-ready page.

## Common problems {#troubleshooting-and-limits}

- **A menu is missing.** Check the selected Site, your plan, your role and the feature itself before assuming the account is broken.
- **A change is not public.** Confirm it was saved and published, refresh a signed-out preview and check the right URL.
- **Analytics look empty.** Check the date range, the Site, whether there was any real traffic or orders, and whether the activity was a test.

Basic analytics and the Audience/CRM view are on Free, Pro and Max. Advanced analytics is on Pro and Max. Manual audience add and Marketing and Funnels are on Max. Exact labels and metric definitions can change, so trust what you see in the product.

Before a destructive change, note the original value or link so you can undo it. If an error continues, write down the time and time zone, browser, store URL, error text, what you expected and the last thing that worked.

## What next? {#next-steps}

Finish the onboarding checklist, create one offer, and follow it from draft to public preview to buyer access.

If you are still blocked after one careful retry, [contact Tapmy Support](/help/tapmy-support) with redacted screenshots and the steps to reproduce. Never send a password, verification code, full card number, CVV, access token or private key.