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The Dashboard

by
Ben Gremillion
Ben Gremillion

All work begins in the Dashboard, your account overview screen. The UXPin Dashboard lets you organize project folders, find projects and prototypes, and manage your account.

Dashboard overview

Prototypes

Each prototype belongs to one project folder, and can be edited by several contributors.

As with project folders, you can view prototypes in the dashboard as tiles or a list. Hover over the three-dot icon for options:

  • Export: Save the prototype to your computer as clickable PDFs or HTML.
  • Move: Assign this prototype to a different project folder.
  • Duplicate: Make an exact copy of the prototype — handy for using the same elements in a different prototype or branching into side experiments.
  • Iterations: Review previous versions of the prototype.

Editing a project

Organize project folders

Project folders contain prototypes. You can organize project folders themselves into groups. Create and manage groups in the upper right corner of the dashboard. Then drag and drop project folders between the groups.

Organized project folders

Create a new prototype

To create a prototype, go inside a given project folder. Next, click the “Create new prototype” button in the bottom left corner of your screen.

Creating a new prototype

Add team members

Collaborate with other team members on a project by granting them access. To control permissions for viewing and editing prototypes, go to your account options, located under your icon in the upper right corner, and look at the top of the screen for the “Project team” icon.

Profile settings

From there, click “Add new users” to add new users by email, as well as revoke their access via the checkmarks next to their name.

Adding new users

After entering new users’ email addresses, the users will receive an email with a confirmation link. For security reasons they will not be able to view or edit contents of a project folder until they click the confirmation link.

See project activity

The activity feed tracks recent changes across your account, including prototype edits and creation. At the top of the UXPin dashboard, click the “hamburger” icon to open the activity feed. Doing so will also close your profile panel. Click the icon again to show the profile and hide the project folder’s activity feed.

Download plugins

UXPin offers two free plugins to export Sketch and Photoshop files into the app. You can find the plugins when uploading design files at the bottom left corner of the Dashboard.

Download the plugins

References

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Ben Gremillion

by Ben Gremillion

Ben Gremillion is a Content Strategist at UXPin. He’s worked as both a web designer and a back-end developer. On the side he builds and maintains a CMS for webcomic artists, and participates in annual NaNoWriMo challenges.

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