In the left column of the platform, you can navigate to all Apsis tools.

In the top right corner you'll find the Information Centre. This is where you reach Account settings, notifications, do searches and User activity.

With the Global Search you can find any created activity in the platform. Use this search bar to keep track of all your recent searches and to search for content by using keywords. When typing and pressing Enter, you will see suggestions based on your input.

Notifications will keep you updated so that you don't miss a thing.

Under the All tab, you will find all your recent notifications. These are either coming with information from your tools or being generated by the system (like maintenance notices, marketing promotions, events and webinars). Notifications from Audience and Insights, however, are not supported at this time.

Click the Unread, tab to see those notifications you haven't read yet. To mark a notification as read, click the eye icon. To delete a notification, click on the trash bin icon.

The User Activity stream will allow you to keep track of what all users in the account are doing.

Here you find all recent actions users have performed anywhere in the platform, from editing an Email template to importing Audience profiles.

Click on the activity link displayed in the stream, to learn more about a specific activity.

The lightbulbs are your leading star to help, guidance and tips. With the top right lightbulb you open the Messenger and access Knowledge base and Checklists for tool guidance and tips.

Behind your Profile icon in the top right corner, you find your Account name and Account ID.

Do you have a user in more than one account?

Go to Switch Account and choose another account from the dropdown menu.

Click Switch Account.

Private Notes are quick user-specific sketches that help users keep track of small bits of information. They appear as circle icons in the Calendar on the Start page.

These can be used for quick reminders, something for the user's eyes only.

1. Open the Information Centre and click on your profile picture.

2. Scroll down to Notes and To-dos, under Notes tab click Add Notes.

3. Give it a headline and a description. Click Save. To scrap the note, click Cancel.

To delete the Note, click the X next to the Note.

To edit a Note, select field you wish to edit, either headline or description and simply edit the text. Your changes will be saved automatically.

To-do's are account-wide task reminders located in your Information Centre. They appear as circle icons in the Calendar on the Start page.

Whenever a User creates a To-do it will be visible to all Users of the account.

1. Open the Information Centre and click on your Profile picture.

2. Scroll down to Notes and To-Do's, under To-Do's tab click Add To-do.

3. Fill out Headline and a Description. Choose a due date for your to-do.

4. Click Save. To scrap the To-Do, click Cancel.

Edit text - Click on the field you wish to edit, either headline or description and simply edit the text. Your changes will be saved automatically.

Edit date - Click on the date field and then select a different date on the calendar. Use the arrows to go back and forth between months.

Complete - mark To-do completed by ticking the circle with a green checkbox. Undo by ticking again.

To Delete a To-do, click the X on the right.

Dashboard