Navigate the dashboard
Every dashboard page shares the same frame: a sidebar for moving between sections, a top bar for creating, searching and reaching your account, and, on a phone, a tab bar at the bottom of the screen. This page explains each part.
Use the sidebar
The sidebar has three tabs at the top. Each one opens its own list of pages:
| Tab | Opens | What the list contains |
|---|---|---|
| Home | The Dashboard | Dashboard, Orders, Products, Customers, Marketing, Whatsapp, Online store, Analytics, Logistics, Payments, Financing, Growth and Channels |
| Apps | The App Market | App Market, My apps with each installed app under it, and app categories |
| Settings | Account settings | General, Communications and Store settings |
Select a section to open its main page. Sections with more pages show an arrow; select it to expand the section and see its pages. The page you're on is highlighted.
Some items carry a label: New for a recent feature, Beta for a feature still being tested, or Soon for one that's coming. A small animated dot marks a section with something new inside.
Collapse the sidebar
Select the sidebar button at the start of the top bar to shrink the sidebar to icons. Point at an icon to see its name. Select the button again to expand it. The dashboard remembers your choice on this browser.
Staff members see every sidebar item. Selecting one they have no permission for shows a message asking them to contact the store administrator. See Staff groups and permissions.
Stores created before 14 October 2026 may still return to the previous Zid dashboard. If yours can, the Home tab ends with Return to Old Dashboard. Select Take me back, answer the short optional survey, and the previous dashboard opens. Stores created from that date on don't have the previous dashboard.
Use the top bar
From the start of the top bar to its end:
| Item | What it does |
|---|---|
| Sidebar button | Collapses or expands the sidebar; on a phone, opens it |
| Zid logo | Returns to the Dashboard home page |
| Add | Creates an order, a product, a customer or a marketing item. See Create from the Add menu |
| Search | Searches orders, products, customers, categories, apps and pages. See Search the dashboard |
| Zid AI | Opens Zid Assistant and the Tools Studio. See Zid AI and Zid Assistant |
| Wallet balance | Shows your Zid wallet balance. See Check your wallet balance |
| Support tickets | Opens your support tickets with Zid. See Support |
| Notifications | Opens your latest notifications. See Notification center |
| Whats new | Opens Zid's product updates |
| Pinned and recent pages | Opens your pinned pages and the pages you visited recently |
| Store logo | Opens the account menu |
Point at an icon to see its name. While the dashboard loads a page, a thin progress bar runs along the bottom of the top bar.
Messages above the top bar
A colored bar sometimes appears above the top bar:
Subscription ending: shows the days left when your subscription ends within 7 days, with Renew subscription. You can close it for the rest of your session.
The store is closed or Orders are disabled: shows when your store is closed or not accepting orders right now, with a link to the Store settings that control your hours and the time left until you open. See Hours of operation and temporary closing.
Your subscription is being updated: shows for up to 10 minutes after you change your plan. Avoid switching plans or buying anything until it disappears.
Chargeback: shows when a Zid Payments transaction has a chargeback that needs your response. See Chargeback disputes.
Create from the Add menu
Select Add in the top bar to create something from any page. Point at Products or Marketing to see their options.
| Option | Description in the menu | What happens |
|---|---|---|
| Orders | Add a new customer order | Creates a manual order and opens it. See Manual orders |
| Products | Add a new product to your store | Choose Single product, Grouped product, Voucher, Digital files or Dynamic Bundle. Zid creates a draft product of that type and opens it. See Add a product |
| Customers | Add a new customer profile | Opens the new customer form. See Customers |
| Marketing | Create a new marketing activity | Choose Affiliate marketer, Marketing bundle, Marketing campaign or Discount coupon |
| Suggest a feature | Suggest a new feature for Zid | Opens Zid's product updates panel, where you can send your idea |
The marketing options open these screens:
Affiliate marketer opens the new affiliate form. See Affiliate marketing.
Marketing bundle opens the new bundle offer form. See Bundle offers.
Marketing campaign asks you to choose an SMS campaign or a WhatsApp Campaign. An SMS campaign needs an SMS sender name and SMS balance; a WhatsApp campaign needs an active WhatsApp service and balance. See Campaigns.
Discount coupon asks you to pick a coupon template, then opens the new coupon form. See Discounts and coupons.
Product types that your plan doesn't include show a Zid star; point at one to see which plan unlocks it. Options you have no staff permission for show a permission message instead. In charity (NGO) stores, the menu shows Donations, Donation opportunities and Donors, and the product options are Donation opportunity and Donation product.
Keyboard shortcuts
| Shortcut on Windows | Shortcut on Mac | Action |
|---|---|---|
| Ctrl + K | ⌘ + K | Open the search |
| Alt + Shift + O | ⌥ + Shift + O | Create a manual order and open it |
| Alt + Shift + N | ⌥ + Shift + N | Open Create new product to pick a product type |
The order shortcut does nothing while you're already on a manual order.
Pin pages and find recent pages
Select Pinned and recent pages (the pin icon) in the top bar. The menu has two lists:
Pinned: the pages you pinned. Select a page to open it, drag a page by its handle to reorder the list, or select its filled star to unpin it.
Recent activity: the pages you visited most recently that aren't pinned. Select the star next to a page to pin it.
To pin pages you haven't visited:
Select Add custom pages at the bottom of the menu.
In Manage pinned pages, expand a section with its arrow and select the star next to each page you want.
Select Save.
You can pin up to 15 pages. When you reach the limit, the stars turn off and show You can pin up to 15 pages. Your pinned pages are saved with your account. A page disappears from both lists when you lose permission to open it.
The Quick access card on the home page shows the same recent pages, with a star to pin or unpin each one, and View all opens this menu. See Dashboard home.
Use the account menu
Select your store logo at the end of the top bar.
| Part of the menu | What you find |
|---|---|
| Store name | Your store's name, its Store number: with a copy button, and its Store URL: with buttons to open your store and copy the link |
| Current plan | Your plan's name and Manage subscription, which opens billing. See Subscription, plans and billing |
| Account settings | Your name, phone, email and password. See Account settings |
| Help center | Opens the help desk in a new tab |
| Store settings | Your store's information. See Store information |
| Dark mode | Switches the dashboard between light and dark |
| Language | Switches the dashboard between العربية and English |
| Logout | Signs you out after you confirm |
| Other accounts | Other stores you signed in to on this browser; select one to switch to it |
| Add new store | Opens the sign-in page so you can sign in to, or create, another store |
A colored ring around your store logo reflects your plan. A flame next to the logo means you have a daily order streak; point at it to see your streak and share it. A sad face means the streak was lost, and selecting it opens your abandoned carts.
Switch the language
Open the account menu.
Next to Language, select العربية or English.
The page reloads in the language you chose, and the layout switches between right-to-left and left-to-right.
Turn on dark mode
Open the account menu.
Turn on Dark mode.
The dashboard remembers the mode on this browser.
Switch to another store
Open the account menu.
Under Other accounts, select the store.
The dashboard reloads in that store. To add a store to the list, select Add new store and sign in. See Sign in and create your store.
Check your wallet balance
The wallet button in the top bar shows your Zid wallet balance and currency. Select it to choose:
Add funds, to top up the wallet.
Manage wallet, to see the wallet's transactions and settings.
See Zid wallet.
The wallet button appears only for staff with permission to view the wallet, and Manage wallet only for staff who can manage it. Stores in Egypt don't see the wallet button.
Use the dashboard on a phone
On a phone, a tab bar stays at the bottom of the screen:
| Button | What it does |
|---|---|
| Menu | Opens the sidebar; select the cross to close it |
| Home | Opens the Dashboard home page |
| Orders | Opens your orders |
| Products | Opens your products |
| Search | Opens the search page |
| Zid AI | Opens the Zid AI menu |
The search box moves from the top bar to the Search tab, and the account menu and pinned pages open as panels from the bottom of the screen. On the home page, the add button sits next to the welcome heading.
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