Finding your way
Your dashboard lives at dashboard.latticeone.ai.
The left menu
Section titled “The left menu”The menu has three groups. This guide follows the same order.
- Commerce — Dashboard, Orders, Baskets, Products, Inventory, Lots / Batches, COAs / Lab Documents, Customers, Shipping, Discounts
- Store — Content, Media, Emails / Notifications, Analytics, Storefront, Domains
- Organization — Messages, Requests, Compliance, Integrations, Users, Settings
Two items show a count:
- Messages — how many messages from Lattice you haven’t read.
- Requests — how many of your requests are still open.
On a phone or small screen, the menu is behind the ☰ button at the top left.
Jump to a page
Section titled “Jump to a page”Type in the Jump to… box at the top to find any menu page by name. Press Enter to open the first match, or Esc to clear the box.
Switching stores
Section titled “Switching stores”If your organization has more than one store, the Store picker at the top of the menu switches between them. Stores that aren’t live show their status next to their name, like (draft).
Owners and admins can add a store from the same picker: + New store…. An organization can run up to five stores.
Everything you see — orders, products, customers — belongs to the store you have open. The store’s name shows at the top left, under Lattice.
Your menu
Section titled “Your menu”Click your name at the top right for:
| Item | What it does |
|---|---|
| Your account | Change your display name and set up a passkey. |
| What’s new | Recent changes to Lattice. Shows a count when there’s something you haven’t seen. |
| Submit feedback | Report a problem or ask for something. See below. |
| Sign out | Signs you out and takes you back to the sign-in page. |
The menu also shows your email, your organization, and the version of Lattice you’re on.
Submitting feedback
Section titled “Submitting feedback”Use Submit feedback in your menu, or the feedback button at the bottom corner of any page. Pick a type:
- Bug — something isn’t working.
- Feature — something you’d like Lattice to do.
- Modification — a change to something that already exists.
Add a title and details. The page you were on is sent along with it, and you can attach a screenshot. Your feedback becomes a request you can follow under Requests.
How screens behave
Section titled “How screens behave”- Create and edit open in a panel that slides in from the right. If you close it with unsaved changes, it asks Discard your changes? first.
- Pop-up dialogs only ask you to confirm something, like a delete.
- Status is always a word on a coloured badge, never colour alone.
- Members see owner-only controls greyed out. See Users.
When Lattice staff are helping you
Section titled “When Lattice staff are helping you”If Lattice staff open your dashboard to help, they see it exactly as you do. Every visit is recorded, and you can see who visited and what they changed under Settings → Platform access.