PalDock keeps the same layout everywhere, so once you can read one screen you can read all of them.
The workspace picker
The top left corner shows which workspace you are in. Switch it and everything changes with it: data, reports, offers, and partners. Nothing is shared between workspaces except the accounts themselves. See One Account, Multiple Workspaces.
Layout
Three areas, on every screen:
- Main menu, the left sidebar. Access to every module. It does not change.
- Top tabs, the horizontal menu. Context for the module you are in, and the tabs differ between preview and edit.
- Top right controls. Workspace, profile, search, payouts, and adding new items.
Preview and edit
PalDock has two modes, and the background colour tells you which one you are in.
- Preview is grey. You are looking, not changing. Data, offers, and settings are visible but nothing you do here saves.
- Edit is green. You are changing something. Details, settings, and tracking configuration are editable.
The colour is the fastest way to answer why a change did not stick. If the background is grey, it was never being saved.
Icons that mean the same thing everywhere
Tables share a set of controls, and each icon does the same job wherever you meet it:
- Column icon: choose which columns are shown. See Advanced columns.
- Layer icon: add a secondary grouping. See Performance reports.
- Target icon: switch the reporting time basis.
- Filter button: open the large filter. See Filters.
- Checkbox icon: select or clear all rows, which is what makes rows plottable in the chart and exportable on their own.
- Trash icon: remove, always with a confirmation step.
