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The dashboard is the home screen of Terminus Hub, the first thing you see after signing in (on a brand-new account, owners and admins see a welcome screen first). It is not a fixed layout: which sections appear depends on how far along your account is and on whether you are an account owner or admin or a member. This page explains how a new account gets set up, then each dashboard section and when it shows up.

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How the dashboard decides what to show

The dashboard adapts along two axes. Account stage. The account as a whole is in one of three stages, and everyone in it gets that stage’s layout:
  • New: no governance-model revision has been published yet. The dashboard is about finishing setup.
  • Ramping: a revision is published, but there is no activity yet. Setup remnants and early numbers share the screen.
  • Operating: a revision is published and there is activity. The dashboard leads with analytics.
“Activity” means a link click in the last 30 days, or any submission that has moved past draft. Because the click half is a rolling window, a quiet account with no post-draft submissions can drop from operating back to ramping after 30 clickless days. Your role. Owners and admins see account-wide numbers plus the operate-the-account blocks (setup, account counts, review queue, seats). Workspace admins also get the review queue for the workspaces they manage. Members see numbers scoped to the workspaces they belong to (those section headings say “Your”), plus a block for resuming their own work that admins never see. Everything is recomputed from live data on every visit. Apart from dismissing the setup checklist, there is nothing to dismiss, pin, or rearrange, and there is no per-user layout: sections appear when they have something to say and disappear when they don’t.

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Set up your account

A new account gets you from sign-up to a first live URL in three places: a welcome screen, a one-screen review that publishes your setup, and a setup checklist on the dashboard. All three are for owners and admins.

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The welcome screen

When an owner or admin opens a brand-new account (no governance model yet, and nothing live: no record, no click, no submission past draft), Terminus Hub shows a welcome screen instead of the dashboard. It offers two ways to bring in your convention:
  • Build it by hand opens the form for a blank governance model.
  • Start from a template shows six recommended templates, each with an example value. Click one to preview it, or click See all templates for the full template gallery.
If you signed up from a template on the public template gallery, a Start from card for that template sits at the top, with Preview this template. Skip for now opens the dashboard and stops the welcome screen from appearing for you. It applies to you only: other owners and admins who have not skipped still see it. You can come back to it with Get started on the setup checklist.

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Review and publish your setup

While your account has no published governance model, importing a template or a JSON file opens a Review your setup screen instead of the designer, as long as the model has at least one taxonomy. The screen is read-only. It shows:
  • How many taxonomies, fields, picklists, and values the model has.
  • One card per taxonomy listing its fields in order. A dropdown backed by a static picklist shows how many values it has; click the count to see the first 50.
  • Every problem that blocks publishing, linked to the taxonomy, field, or picklist to fix when it belongs to one.
  • Suggestions, which never block publishing.
To change anything, click Open in designer on a taxonomy card. While you are still setting up, governance-model pages show a banner with Back to review, which brings you back to the screen with your latest changes. A model you build by hand gets the banner once it has a taxonomy. When the setup looks right, click Publish and start building. In one step, Terminus Hub publishes the model as its first revision, turns on every one of its taxonomies in a workspace with review off, and opens the builder on the first taxonomy. If your account has more than one workspace, choose one under Workspace to build in first.
  • While problems remain, the button is disabled. See what to fix jumps to them.
  • If the setup changed while you were reviewing it, nothing is published and the screen reloads to show the latest version. Check it and publish again.
  • If the model needs a higher plan (for example, it contains an automated picklist), the screen shows the same upgrade prompt as the designer’s publish.
  • If the model is already live, nothing changes and the screen points you to the designer, where later changes are published.
When you create a URL straight from the builder that Publish and start building or the checklist’s Build a URL opens, the Submissions list shows a Your first URL is live band (Your first record is live for a taxonomy that produces no URL) with the link, a copy button, and next steps such as Invite teammates and Set up short links. Close hides it.

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The setup checklist

Owners and admins get a setup checklist on the dashboard; members never see it. It tracks four steps, and each one completes on its own as you do the work, so you never tick a box by hand. A progress banner reads “N% set up” and names the Next step, with a button that takes you straight there. Below it, each step is a card with a short description and a button. Once a step is complete, its button is replaced with Done and the title greys out.
1

Bring your convention

Start from a template or build it by hand. Get started opens the welcome screen. This step completes once any governance model exists in your account.See Governance models and the quickstart.
2

Review and publish

Check your setup, publish it, and turn it on for a workspace. Before the first publish, Review opens the review screen described above once your model has a taxonomy (until then, the model’s Taxonomies page). After it, Review opens your workspace’s settings so you can connect a taxonomy. This step completes once a revision is published and a taxonomy is connected to a workspace.See Publish a revision and Workspaces.
3

Build your first URL

Fill in the fields and create a governed link. Build a URL opens the builder for the first taxonomy connected to a workspace (before that, it takes you to the review step). This step completes once a submission is approved and live.
4

Invite a teammate

Add collaborators or reviewers to your account. This step completes once you have a second active member, or once you have sent at least one invitation (it counts even before the invite is accepted).See Team members and roles.

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How the checklist changes over time

  • New stage: the progress banner and the full four-step checklist.
  • After the first publish: the checklist collapses to a one-line Setup N/4 strip with Resume setup, which opens the next open step. At the ramping stage the progress banner stays above the strip; at the operating stage only the strip remains.
  • Dismiss: once a governance model is published, the strip also offers Dismiss. It hides the checklist for the whole account, for every owner and admin.
  • All four done: the banner and checklist disappear at any stage.
Completion is re-checked from live data on every visit, account-wide. Any admin’s progress counts for everyone. If you join an account that is already set up, you see the completed state, not a fresh checklist.

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The sections

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Your account

Admins only, at the new and ramping stages. Three counts: Governance models, Workspaces, and Teammates.

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Last 30 days

The KPI row, shown from the ramping stage on. Four tiles covering a rolling 30-day window: Each tile carries a change indicator against the previous 30-day window: green for up, red for down, and a plain dash when nothing changed or there is no prior data to compare. If the account had no clicks at all in the window, the row is replaced by a single “No link activity yet” card prompting you to share a link. Admins see account-wide numbers; members see their workspaces only, under the heading “Your last 30 days.” Operating stage only. The three most-clicked links of the last 30 days, each showing the short slug, its workspace, and the click count. Members see this as “Your top links.” For per-link history and everything beyond the top three, use Analytics.

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Awaiting review

From the ramping stage, for anyone who can approve submissions: account owners and admins see every workspace, and workspace admins see the workspaces they manage. It lists the five most recent submissions awaiting review, each with Approve and Reject buttons, and the submission name opens it. When more are waiting, See all opens the Approvals page, which lists them all. See Review and approve submissions.

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Pick up where you left off

Members only. Up to five of your most recently touched submissions that are still in draft or were rejected back to you, each with a Continue button. Rejected work lands here too, which makes this the place to catch a reviewer’s send-backs.

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Account

Admins only, from the ramping stage. A seats summary: on a plan with a contracted seat cap, how many are used with a usage bar; otherwise, the member count. A “N invites pending” badge appears while invitations are outstanding, and Manage members jumps to Members.

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Recent activity

From the ramping stage on. The six most recent tracked changes: submissions created or updated, and governance-model revisions published or updated. Each entry names who did it and when. There is no time cutoff, so on a quiet account these can be old. Members see submission activity from their own workspaces only; revision events are account-level and appear only for admins.

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Two member states

  • “Your workspace is ready.” A member of a brand-new account (nothing published, no drafts of their own) sees a single get-started card with a Browse taxonomies button instead of the usual sections.
  • “No workspace access yet.” A member who belongs to the account but to no workspace sees only this notice, whatever the account’s stage. There is no button because the fix is human: an account admin needs to add them to a workspace, from Members.

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Gotchas

  • The stage belongs to the account, not to you. A brand-new member of a long-running account lands on the operating layout on day one.
  • Dismissing is for everyone, skipping is just for you. One admin’s Dismiss hides the setup checklist for every owner and admin. Skip for now on the welcome screen applies only to the person who clicked it.
  • Invitations count before acceptance. “Invite a teammate” is satisfied as soon as you send an invitation.
  • Top links and activity entries are not clickable. Only the explicit buttons and links (Approve, Reject, See all, Continue, Manage members, the setup buttons) take you anywhere. For click-through analysis, go to Analytics.
  • The dashboard can change under you. Because everything is computed live, approving the account’s first submission visibly reshapes the home screen for everyone.