Basic visual cues

In the top-left corner, select the workspace you want to manage. The interface will update accordingly, showing only the data, reports, offers, and partners for that workspace.

Navigation Layout

PalDock’s UI is divided into three key areas:

  • Main Menu (left sidebar) – a persistent sidebar that provides access to all primary modules
  • Top Tabs (horizontal menu) – context-specific tabs for the selected module. These tabs differ between Preview and Edit modes
  • Top Right Controls – quick-access tools for managing workspaces, profiles, search, payouts, and adding new items

Preview vs. Edit

PalDock has two main modes: Preview and Edit. Each mode has a different background color and slightly different functionality.

  • Preview Mode
    • Background: Grey
    • Purpose: View data, offers, and settings without making changes
  • Edit Mode
    • Background: Green
    • Purpose: Edit details, update settings, or configure tracking

👉 Always check the background color to know which mode you are currently in.

Related articles

Getting started > Tracking guide
Getting started > See first results
Getting started > Test the Offers
Getting started > Lead + Sale vs Pending Sale
Getting started > First steps to get started
Getting started > Conversion -> Commission -> Transaction
Getting started > Dashboard
Getting started > One Account, Multiple Workspaces
General tools > Group changes
Modify Field > combine

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