The first thing you'll see when logging into your account is the dashboard. The page is the main interface where you can find relevant information and settings. You'll find all options consolidated in the menu on the left side, organized into three clusters: Customers, Assets, Analytics. Depending on your role, you'll see different options here. In this small guide, we'll take a look at the different parts of it to help you get started.

In the space list you can get a quick overview of your active spaces. Here you can create new spaces, and access existing spaces. In addition, you can use the search to find the space you are looking for and click on one the header of the table to change the sorting. In addition, you can access additional actions for each space, like archiving and deleting, via the 3-dot-menu on the right hand side of the table.

The Task Dashboard centralises every task across your Mutual Action Plans. Quickly see upcoming due dates, overdue items, and tasks without dates. Filter by owner, status, due date, or space to track progress and take action.

View a continuous stream of updates and notifications from your spaces. Every update includes its date and time, so you stay informed about important activities.

Here, you can manage and create templates. You can create additional templates by using our library or duplicating one of your existing templates. In addition, you can edit Template Names and Descriptions from here. You can also archive templates so they can't be used to create new spaces anymore.

Also here, you can customise the table by adding / removing Table Columns.

Upload, organise, and manage files for the entire organisation in one central location. The library keeps assets version-controlled and ready to use in any space or template.

Space properties let you personalise spaces automatically. Define placeholders such as company name or onboarding date and insert them in template text or automation rules. They are filled during space creation.

Automate routine steps inside your spaces. Workflows can unlock content after customer actions, send reminders when a space becomes inactive, or notify stakeholders when a form is submitted.

Time to Completion Analytics tracks how long projects take to complete. Compare templates on metrics like percentage completed and average completion days, filter by date range or template, and drill into space-level details with Open Details. Data refreshes hourly, so trends are easy to identify.

Content Analytics helps you understand how your customers interact with the content inside your spaces. It gives you visibility into what gets viewed, how often, and by whom — so you can identify which materials resonate most and where improvements may be needed.

You can:

This section is only accessible for users with Administration permissions.

Team Analytics provides visibility into how your team uses Valuecase. Track spaces created, buyer visits, and activity by individual team members. You can quickly see who is creating spaces, how many visits their spaces receive, and identify engagement patterns across the team. This makes it easy to spot top performers, balance workloads, and understand overall adoption.

The My Settings button (when clicking on your profile picture in the upper right corner) takes you to the user settings, where you can customise your account:

This section is only accessible for users with Administration permissions.