The basics

Every page in plinth has the same frame: the sidebar on the left, a bar at the top and the content in the middle. This page explains that frame, so you can find your way on any page. It also covers the notices you may see at the top of a page, the in-app help and how to report a problem.

Where to find it

• The start page: click Start at the top of the sidebar, click the logo, or press G then H.
• The top bar, from left to right: the shop name (shop switch), the path of the current page, the search, the background jobs, the help, the appearance and your account.

What you need

Nothing special. Everything here is available to every signed-in person. Which areas you see depends on your role.

How do I use the start page?

The start page greets you and shows the shop you are in.

1. The search box What are you looking for? Page, product, order … opens the search.
2. To do shows work that is waiting for you, for example Failed background jobs or Running background jobs, and the work lists of your areas. If nothing is waiting, it says Nothing is waiting for you right now.
3. Background jobs shows running and recent jobs. History opens the full list. See Jobs.
4. Areas shows one card per area with a one-sentence description, grouped like the sidebar. Click a card to open the area.
5. Activity shows the latest changes by the team. If your role allows it, Audit log opens the full log.

How do I use the sidebar?

1. The sidebar lists the areas in groups: Products, Prices and promotions, Shop and customers, More areas, Reports and Help and administration.
2. Hover over an entry to read what the area does.
3. Press [ or click Collapse sidebar to make room. Press [ again to expand it.
4. On a narrow screen the sidebar is hidden. Click Open navigation at the top left.

How do I switch to another shop?

1. Click the shop name at the top left (Switch shop).
2. Pick a shop. With many shops, type into Search shops or companies… first.
3. plinth switches to the other shop and stays on the same page.

The same menu has Set up this shop and, for people with Manage shops, the entry Manage shops.

How do I search?

1. Press Ctrl K (Cmd K on a Mac), or click the search field in the top bar.
2. Start typing, for example "prices" or an article number. Areas and commands match at once; products, orders and other content are searched from two characters on.
3. Results are grouped: Areas, Shops, Actions, Setup, and results from the areas of the shop such as Products, Orders, Customers, Tasks, Issues or Approvals. You only see what your role allows.
4. Use the arrow keys to select and Enter to open. Ctrl Enter opens the result in a new tab. Esc closes the search.

The search also runs commands: switch the theme or the density, collapse the sidebar, open the help, report a problem or sign out.

Which keyboard shortcuts are there?

Press ? or open the account menu > Keyboard shortcuts for the full list. Everything works without a mouse.

Some pages add their own shortcuts. They appear in the same dialog under Areas and actions.

How do I change the appearance?

1. Click the appearance button in the top bar (Appearance).
2. Choose a Theme: Dark, Light, Paper, Contrast or Match system.
3. Choose a Density: Comfortable or Compact. Compact shows more rows.
4. Choose an Accent color: Iris, Cobalt, Jade, Violet, Rose or Graphite. If none is chosen, the company color applies.

The settings apply only to you. You can also set theme and density under My account. See Signing in.

How do I save a filtered list as a view?

Many list pages have a Views control next to the filters. A view remembers the current filters and sorting.

1. Set the filters the way you need them.
2. Click Save view.
3. Enter a View name. Tick Share with the team if others should see it (only if you are allowed to share), and Make default if the list should always open like this.
4. Save. You see View saved.
5. To use a view, pick it from the list under My views or Team. A star marks the default view.
6. Copy link copies a link to the current list with its filters. Delete view removes the selected view. Reset shows the list without a view.

Where a list has a Columns button, you choose which columns are shown. Reset to default restores the standard columns.

What do the notices at the top mean?

If you need to edit a locked page and are allowed to, click Take over lock and confirm with Take over anyway. Talk to the other person first.

How do I open the help for a page?

1. Press F1, or click the help button in the top bar (Help), or open the account menu > Help.
2. A panel opens on the side with the guide for the area you are in.
3. Click Open page to read it in full size in the knowledge base.
4. Press F1 again or Esc to close the panel.

If there is no guide yet, you see There is no help page for this spot yet. Click Search knowledge to look for related pages. A small dot on the help button means there is a new entry under What's new. See Knowledge.

How do I report a problem?

1. Open the account menu at the top right and click Report a problem. The search (Ctrl K) offers the same command.
2. Describe it under What is the problem?: what you wanted to do and what happened.
3. Optional: add a Short title and a Screenshot. You can also paste an image with Ctrl+V.
4. Click Send. The page, shop and your name are included automatically.
5. You see Thank you! Your report has arrived.

You find your reports and the answers under Help and administration > Knowledge, then Reports. See Knowledge.

Common errors and fixes

See also

• Getting started
• Jobs
• Knowledge
• Signing in
• Glossary