Getting started & finding your way around

Sign in

1. Open the console URL in your browser. You'll land on the /login page.
2. Enter your work email and request a sign-in code.
3. Check your inbox for the code and enter it to continue.
4. Wait through the brief boot splash. The console holds a neutral loading screen until it knows your role, then drops you on your last-used screen (or Sampling Schedule if that view is no longer available to you).

This is the same email-code login your Brand Ambassadors use — brand staff simply resolve to a console role and land in the brand workspace instead of the ambassador portal. (Longboard's own platform staff sign in a different way, through Microsoft, and never see your brand's screens.)

Find your way around the sidebar

The left sidebar is your map. At the top is your brand's name with the tagline "Field operations", then a Search box, then the workspace groups. Each group heading is a category; the items under it are the actual screens.

• OPERATIONS — running tastings day to day: Sampling Schedule, Schedule Builder.
• RETAIL — where you sample: Locations, Chains, Geography.
• PEOPLE — who's involved: Users, Manager Coverage, Distributors.
• BRAND SETTINGS — how your program is configured: Ambassador Onboarding, Billing, Program (your products), Integrations, Ecommerce (Shopify), Accounting (Acumatica), Notifications, Imports, Branding.
• INSIGHTS — what happened and what to do next: Report Results, Analytics, Report Builder.
• INBOX — Messages from ambassadors on their events.

At the bottom of the sidebar you'll find a tenant badge ("Tenant: --" until it resolves), a "Saved locally" status, and the "Security" and "Sign out" buttons.

Read the top bar

Every screen shares one page header, stacked in three lines:

1. A breadcrumb in the pattern "Group · Screen" — for example, "Operations · Schedule Builder".
2. The H1 title, which is always the specific screen ("Chains", not "Retail").
3. A subtitle describing what the screen is for.

On the list screens, the main action is promoted to the top-right of this header: "Add location" on Locations, "New chain" on Chains, "Invite user" on Users.

Jump between screens fast

1. Press Ctrl+K (or Cmd+K) to jump straight to the "Find a workspace..." search box.
2. Type a workspace name — for example, locations or chains.
3. Press Enter. The console opens the best match and confirms with "Opened <label>."

A few things to expect:

• Prefix matches win, so a few letters usually get you there.
• Only screens you can actually see are searchable. If a screen is hidden by your role or plan, it won't match.
• Empty box shows "Type a workspace name, then press Enter."; no match shows No workspace found for "<term>".

You can also just click any sidebar item, or click a group heading to collapse or expand it — the console remembers your collapsed groups and your last screen for next time.

Who can do this

• Admin / Owner — the full picture: Operations, Retail, People, Insights, Brand Settings, and Inbox. Only Admins and Super Admins see Brand Settings and the "Security" button (for two-factor setup).
• Regional / Territory Managers — scoped write access. They see Operations, Retail, People, Insights, Inbox, but write is bounded to their assigned coverage. They do not see Brand Settings. Coverage is assigned on People · Manager Coverage.
• Viewer — read-only. Same groups as managers (Operations, Retail, People, Insights, Inbox), but the create/edit/delete controls are suppressed on each screen. No Brand Settings.

Nobody on a brand team sees the System group — that's Longboard's platform console, not part of your brand console.