Workspace landing page

This article outlines the Squirrel365 workspace landing page, and what options it has.

When you open/launch the Squirrel365 designer you are presented with the following landing page

The landing page is split into the navigation menu (left hand panel) and the main content area.

The Squirrel landing page, showing recents and navigation options.

Home

The Home page features two sections: Start New and Recent Projects.

The Start New section contains a quick start 'New project' tile to create a blank project, along with some pre-suggested templates.

Under Your Recent Projects you'll find a list of recently opened or saved projects. You can switch between recently opened files or recently published apps using the toggle in the top right.

Files

File explorer allows you to browse and manage your cloud-saved projects.

Each of these files has more options in ellipses that appear when hovering over them, offering options to rename, delete, and move projects. Projects can also be organised into folders for better management.

Cloud-saved projects also include statistics and information, such as creation dates, creators, file size, and versions. If a project has multiple versions, the 'Versions' option will be available in the More Options dropdown, allowing users to view and restore previous versions.

Project Manager

The Project Manager contains a list of all your published apps. For more information on the Project Manager, see this article.

Image Library

The Image Library allows you to browse and mange all media uploaded to your workspace.

Templates

The Templates page showcases all available templates that can be downloaded and used in Squirrel.

Community

Link to the Squirrel365 Community (opens in new browser tab).

Settings

Settings expands to reveal, Custom Fonts, Add-ons, Integrations, and External Documents.

Custom Fonts

The Custom Fonts section allows you to upload and manage your own fonts (fonts that are not part of the standard font list).

For more information on Custom Fonts, read this article.

Add-ons

Link to Squirrel365 marketplace for Add-ons (opens in new browser tab) More information on Add-ons can be found in this article.

Integrations

Links to the connection manager for you Squirrel365 account where you can manage authentication for Integrations to 3rd parties i.e. Google Drive and Excel OneDrive accounts.

External Documents

Manage and upload documents for use with the PPTX and PDF, Excel and Word Generator bolt-ons.

User Account menu

Clicking on the User name/avatar at the bottom of the navigation panel opens a sub menu of account features

My Profile

Link to view/manage your user profile information

Billing

Opens the subscription management portal where you can view information about upcoming payments, download past invoices, update payment card details and change your plan.

Upgrade

Change your plan. View the upgrade and downgrade options open to you.

Log Out

Logs you out of the Squirrel365 designer.

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