Admin Guide: Dashboard & Account Setup

This guide walks you through every step of accessing and using your LaunchKit dashboard. Whether you're a first-time user or need a refresher, this covers everything from login to account management.

What you'll learn:

• How to log in (magic link and Google OAuth)
• Understanding the dashboard layout
• Navigating between sections
• Managing your account settings
• Troubleshooting common login issues

Step 1: Accessing the Login Page

To access your dashboard, navigate to your app's login page:

https://yourdomain.com/login

What you'll see: A clean login form with two options—email (magic link) and Google sign-in.

Step 2: Logging In with Magic Link

Magic links are the easiest way to log in—no password required.

How it works:

1. Enter your email address in the email field
2. Click "Sign in with Email"
3. Check your inbox for an email from the app (check spam if you don't see it within 2 minutes)
4. Click the magic link in the email
5. You're in! The link automatically logs you in and redirects to the dashboard

Important notes:

• Magic links expire after 1 hour—request a new one if expired
• Each link can only be used once—clicking it again won't work
• The link must be opened in the same browser you requested it from

Step 3: Logging In with Google

If you prefer, you can sign in with your Google account.

How it works:

1. Click "Sign in with Google"
2. Select your Google account from the popup (or enter credentials if not already signed in)
3. Authorize the app when prompted
4. Done! You're redirected to the dashboard

Pro tip: Use Google if you want instant access without waiting for an email.

Step 4: Understanding the Dashboard

Once logged in, you'll land on your main dashboard. Here's what each section does:

Dashboard Home

Your dashboard home shows an overview of your account status, subscription tier, and quick actions.

• Subscription status — Shows your current plan (Free, LaunchKit, or Teams)
• Quick stats — Key metrics at a glance
• Navigation menu — Links to Leads, Settings, and other sections

Navigation Elements

Look for these navigation elements:

• Top bar — Contains your account menu (click your email/avatar)
• Sidebar or menu — Links to different dashboard sections
• Breadcrumbs — Shows where you are in the app

Step 5: Accessing the Leads Dashboard

The Leads section is where you manage all captured leads. To access it:

1. Click "Leads" in the navigation menu
2. Or navigate directly to: /dashboard/leads

https://yourdomain.com/dashboard/leads

Note: The Leads dashboard requires admin access. Your email must be in the ADMIN_EMAILS environment variable to view this section.

Step 6: Managing Your Account

To manage your account settings, subscriptions, and billing:

Accessing Account Settings

1. Click your account menu (top-right corner, usually your email or avatar)
2. Select "Account" or "Settings"

Managing Billing

To update payment methods, view invoices, or change your subscription:

1. Click "Billing" or "Manage Subscription"
2. This opens the Stripe Customer Portal
3. From there you can:
   • Update your payment method
   • View and download invoices
   • Change or cancel your subscription
   • Update billing email

Step 7: Logging Out

To log out of your account:

1. Click your account menu (top-right)
2. Click "Sign Out" or "Logout"
3. You'll be redirected to the home page or login screen

Security tip: Always log out when using shared or public computers.

Troubleshooting Common Issues

"I didn't receive the magic link email"

• Check your spam/junk folder — Magic links sometimes get filtered
• Wait 2-3 minutes — Email delivery can be delayed
• Try again — Request a new magic link
• Check the email address — Make sure you typed it correctly

"The magic link says it's expired"

• Magic links expire after 1 hour
• Solution: Go back to the login page and request a new link

"I can't access the Leads dashboard"

• The Leads dashboard is admin-only
• Your email must be listed in the ADMIN_EMAILS environment variable
• Solution: Contact the site owner to add your email as an admin

"Google sign-in isn't working"

• Clear your browser cache and try again
• Disable browser extensions that might block popups
• Try a different browser

"I'm stuck on a loading screen"

• Refresh the page (Ctrl+R or Cmd+R)
• Clear browser cache and cookies for the site
• Try incognito/private mode

Quick Reference URLs

Bookmark these for quick access:

Login:        https://yourdomain.com/login
Dashboard:    https://yourdomain.com/dashboard
Leads CRM:    https://yourdomain.com/dashboard/leads
Book a Call:  https://yourdomain.com/book

Next Steps

Now that you can access your dashboard, check out these guides:

• CRM & Lead Management Guide — Learn to manage leads, use pipeline stages, and export data
• Integrations & Billing Guide — Set up Mailchimp, HubSpot, booking calendars, and manage your subscription