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Navigating the Socialive Portal

In Socialive, the Portal is where you can quickly find and manage the things you use most: your sessions, guest and contributor invites, and recordings. 


This article provides an overview of the Socialive portal and how to navigate it.




Video overview



Dashboard

Once logged in, you’ll be brought to your dashboard. From here, Producers, Creators, or  Admins can access platform areas related to their role. 

  1. The quick actions provide access to recording a video, creating a new session, and uploading a video. 

  2. Upcoming sessions include any sessions you’ve created or been invited to join as a guest or additional host. Click View All to view all open sessions. All sessions includes all sessions within the Space. 

  3. Recent recordings include quick access to recently created recordings. To create a new recording, click "new recording," which opens the Recording Booth. This option is available to all users who can access recordings. 

  4. At the bottom of the dashboard, we have a quick link to product updates that opens to the Socialive Support Center. 

  5. Our support messaging center is in the lower right. You can chat with our support team or browse the center. These two options are available to all users.


Left Navigation Menu

The menu to the left presents all the options for users who are logged into Socialive. This area allows users to access important areas of Socialive. 

  1. Users will select the Space they want to work in using the Space dropdown. 

  2. Home brings users to the dashboard, which is helpful after visiting another page. 

  3. Sessions provides a view of all current sessions in the space available to the user. Whether attending or hosting, the session will be listed here. The space is noted, and sessions can be searched in the search bar. To create a New session in the space and open Studio, click New session. Creating a new session is available to Producers and Admins. 



  1. The Library takes us to the Recordings library, where we can access all the session recordings, recording booth content, and media assets in the space. Producers and Admins have access to all the content displayed here, while Creators and Contributors will only have access to the content they have created. 

  1. The Space details area is for Admins and allows us to manage the Space we currently have open, including user access to the Space, integrations within the Space, distributions set up for the Space, and any available Editor presets. 

  1. The create button, allows us quick access to create something new - a new session, open the Recording Booth to quickly make a recording, send a recording booth invite to a Contributor, or upload a video from our desktop. 

User Account Area

On the lower left, our role within the system is listed, which can be helpful when working with other users in Socialive to confirm they have been granted correct access. 

Account settings are used to manage users, Spaces, and any integrations within the account. 

  1. Within the users' tab, admins can search users by name or role, update a user's role within Socialive, add users, or view licensing information. 

  1. Within the Spaces tab, admins can add new spaces or update the settings for an existing Space, including user access to the Space, integrations within the Space, distributions set up for the Space, and any available Editor presets. 

  1. Within the Integrations tab, admins can view current integrations and add additional integrations if included in the package. 

4. The account settings library provides a view of all sessions across all spaces. 

5. The ellipsis next to your user name allows you to view your account name and access common support areas, including the help center for support documentation, the socialive learning hub for courses, the knowledge center for quick support links, socialive.us, and links to download the Socialive mobile apps. Here, you can reset your password or log out. 


Still, looking for an answer?

Contact Socialive Support via live chat, email at [email protected], or submit a support ticket.

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