Dashboard

Your post-login hub — continue editing, browse cloud plans, import a file, or start a new plan.

What this is for

The Dashboard is where you land after signing in. It shows you the things you most likely want to do next:

1. Continue editing the plan you were last working on (if your browser has one auto-saved).
2. New plan — start a brand-new plan from the Setup wizard.
3. Build with AI — describe what you make and let the AI Plan Assistant draft the plan with you.
4. Import a file — open a .hpln or .json plan from your computer.
5. Cloud plans — open a plan saved on the cloud.

The Dashboard also shows your license status as a banner at the top if your subscription is expired, in grace period, or missing.

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Common tasks

How to continue editing your last plan

If a saved plan exists in your browser, the Continue editing card at the top shows its name, company, and last-saved time.

1. Click Continue editing.
2. The plan opens at /plan exactly where you left off.

If you want to discard the saved plan instead, click the dismiss (×) icon and confirm.

How to load a plan from the cloud

1. Click the Cloud plans card.
2. The cloud browser expands beneath the action grid.
3. (Admins only) Pick a customer from the dropdown to see their plans.
4. Click any plan to open it.

The plan is downloaded, unpacked (with all images and assets), and you’re taken to /plan. If the plan is locked by another user, you’ll be told who has the lock.

See Cloud Storage for details on saving, versioning, and locking.

How to import a .hpln file

1. Click Import file.
2. A file picker opens. Choose a .hpln or .json file.
3. The file is unpacked and opened.

Use this when you’ve received a plan as an email attachment, or to restore a backup you exported earlier.

How to start a new plan

1. Click New plan.
2. Any saved draft in your browser is cleared.
3. You’re taken to the Setup wizard to define your new plan.

Tip: If you have unsaved work, save it to the cloud or export a .hpln file before clicking New plan — it overwrites the draft.

How to invite teammates (admins)

If your role is admin, the dashboard header shows an Invite Team button. Clicking it opens user management with the new-user form already open. See Invite & manage your team for roles, welcome emails, and everything else.

How to log out

In the dashboard header, open the user menu (your name, top-right) and click Logout.

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Screen reference

Header

Element	What it does
Brand logo	Returns to the dashboard.
Language switcher	Change UI language.
Welcome message	Greets you by name.
Invite Team (admins)	Opens user management with the new-user form ready to fill.
Admin (super admins)	Opens the administration area.
Sign Out	Logs you out.

Continue editing card

Shown only if a saved draft exists in localStorage.

Element	What it does
Plan name + company	Identifies the saved draft.
Last saved	Date/time of the last auto-save.
Continue editing	Opens the saved plan.
× (dismiss)	Discards the saved draft (with confirmation).

Action cards

Card	What it does
New plan	Goes to the Setup wizard.
Build with AI	Opens the AI Plan Assistant to build a plan by chatting.
Import file	Opens a file picker for .hpln / .json.
Cloud plans	Toggles the cloud browser open/closed below.

License banner (when applicable)

Banner	When it appears
License expired	Your customer’s license has expired (read-only mode).
Grace period	License expired recently; full access for ~30 more days.
No license	No license on file. Contact Datahex or your admin.

Super admins do not see license banners.

Cloud plans panel (when expanded)

Element	What it does
Customer dropdown (admin only)	Filter plans by customer.
Plan list	Shows plan name, version, last updated, locked-by indicator.
Plan row click	Loads the plan into the editor.

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FAQs

Why don’t I see the Continue editing card? You don’t have a saved draft in this browser. Either you’ve never edited a plan here, you cleared your browser data, or you signed in on a different device. Cloud-saved plans aren’t shown here — open them from the Cloud plans card.

Why don’t I see the Cloud plans card? The card is shown to everyone with cloud access. If the cloud panel itself is empty, you haven’t saved any plans yet — start one and use File → Save to cloud.

Why do I see plans from other companies? You’re an admin or super_admin viewing the plans for a different customer (use the customer dropdown). Regular users only see their own customer’s plans.

Can I open multiple plans at once? Not in the same browser tab — opening a plan replaces the current draft. You can open a second tab and load a different plan there.

What happens if my license expires while I’m editing? The dashboard shows a warning banner. Plan editing is restricted in expired mode (read-only). Contact your admin or Datahex to renew.