Getting around the app

The OmniBrand app is everything you reach after logging in (every address that starts with /app). Every screen sits in the same frame: a header along the top, a sidebar down the side (on the left in English, on the right in Arabic), and on a phone a bar along the bottom. This article explains each part of that frame. The first address you land on is Today.

The sidebar

The sidebar lists the screens in one of two arrangements: the simple menu, which every new user starts with, and the full menu, which shows every screen in groups. Both open the same pages. You only see the entries your role allows: a screen you cannot use is hidden, not shown and then refused.

The simple menu, from the top:

• Today (what needs you now; see The Today page), Create, Calendar, Inbox, Broadcasts and Analytics. Broadcasts opens one page that lists the five kinds of broadcast (one message sent to many people on one channel): WhatsApp broadcasts, Email broadcasts, Messenger broadcasts, Instagram broadcasts and Telegram broadcasts; see Broadcasts: choosing a channel. While posts are waiting for your approval, Approvals also shows here, under Calendar, with the number of posts waiting. In a workspace with an approval chain it stays here for everyone who decides approvals, with the number only while something waits.
• Set up: Accounts, Brand Brain, Settings and Help and guides (opens this manual).
• More: closed until you click it (click it again to close it). It holds AI Studio, Content, Media, Library, Campaigns, Queues, Approvals, Records, Team chat, Contacts, Leads, Bookings, Inbox bots, Brand Health, Market Watch, Monitor and Workspaces. When the page you are on is one of these, More opens by itself so you can see where you are.

To switch to the full menu, click Show the full menu at the bottom of the sidebar, or click your initials at the end of the header and turn on Full menu. To go back, click Show the simple menu at the bottom of the sidebar, or turn Full menu off. The app remembers your choice in this browser. Articles in this manual give a screen's place in the full menu (for example Measure, then Analytics); in the simple menu the same entry is in the main list, under Set up or under More.

The full menu, group by group:

• Home: Today (what needs you now). See The Today page.
• Create: Create, AI Studio, Content, Media, Library, Campaigns (one goal that groups posts, broadcasts and ads). Right under it, Broadcasts (one message sent to many people on one channel): WhatsApp broadcasts, Email broadcasts, Messenger broadcasts, Instagram broadcasts, Telegram broadcasts.
• Publish: Calendar, Queues, Approvals, Records. When posts are waiting for your approval, a number appears next to Approvals (a dot when the sidebar is folded); it refreshes every minute.
• Engage: Inbox, Team chat, Contacts, Leads, Bookings, Inbox bots.
• Measure: Analytics, Brand Health, Market Watch, Monitor.
• Set up: Accounts, Brand Brain, Workspaces, Settings, Help and guides (opens this manual).

On a computer or tablet the sidebar starts folded: a slim strip of icons, so the page gets almost the whole width. Point at an icon to see its name. Click an icon to go to that page; the sidebar opens with its labels at the same time, and the page moves over to make room, so nothing is hidden under it. The sidebar then stays open, whatever you click, until you fold it again: click the button with three lines at the far start of the header, or the Collapse sidebar button (a panel with an arrow) at the top of the open sidebar. The same three-line button opens it again. Clicking the More icon (three dots) in the folded strip opens the sidebar with More open. The app remembers in this browser whether you left the sidebar open or folded. Pointing at the three-line button shows Expand sidebar or Collapse sidebar. With a keyboard, the first press of Tab on any app page shows Skip to main content in the top corner; press Enter to jump past the header and the menu straight to the page.

Who sees which entries

• Agent (inbox only): only Inbox, Team chat, Bookings, Inbox bots, Accounts (to add the mailbox they answer from; at /app/channels or its older address /app/accounts, which links in the app still use) and Help and guides, plus Your account and their own notifications (See all notifications under the bell). Opening any other address sends an Agent back to the Inbox. An Agent always sees this short list in the full menu's groups, without More and without the Full menu switch.
• Create, AI Studio, Campaigns, Media, Library and Queues need permission to create content (Owner, Admin and Editor have it by default).
• Approvals needs permission to approve (Owner, Admin and Reviewer by default).
• Market Watch and Monitor need market access (every role except Agent by default).
• Analytics and Brand Health need the task Analytics, and Records the task Content, View (every role except Agent has both by default).
• Settings shows for Owners and Admins only. Brand Brain shows for them and for anyone who can create content (Editors by default). Accounts shows for Owners, Admins and anyone who can reply in the Inbox.

Roles are explained in Roles and inviting your team.

The header, from start to end

• Logo: the OmniBrand logo, or your own logo if an administrator uploaded one in Settings. Click it to go back to Today (an Agent goes to the Inbox). On a tablet or a narrow desktop window the logo is only the square O, without the word OmniBrand, to leave room for the switcher and the search.
• Workspace switcher: a button showing the current workspace (the one you are working in). Click it (or press the Down arrow key on it) to open the list, move with the arrow keys and press Enter, or click a workspace; only then the page reloads inside that workspace. On a page about one item (a post, a campaign), you land on that section's list instead (for example Content), since the item belongs to the other workspace. The list is in the order the workspaces were created, oldest first. Esc closes the list without switching, also when the focus is on the link under the list, and puts the focus back on the switcher. Under the list, ＋ New workspace opens Workspaces, where a new workspace is added (Owners and Admins only). When every workspace your plan includes is in use, it reads Workspace limit reached with Plan & usage instead, which opens Plan & usage. On a phone the switcher is inside the menu drawer. If you switch workspace in another browser tab, every other open tab shows "You switched to [workspace] in another tab" with Reload: click Reload to carry on in that workspace. Until you do, the tab cannot be used, so nothing is saved to a workspace its header does not name. The same happens when you sign in as someone else in another tab ("You signed in as someone else in another tab"), open another organisation there ("You opened another organisation in another tab"), both with Reload, or log out there ("You logged out in another tab", with Log in again): the tab never goes on showing one person's menu and pages while it acts as another. If the page you are on holds changes you have not saved, choosing another workspace first asks "Leave this page? What you typed here has not been saved and will be lost."; Cancel keeps you on the page, in the same workspace, with your changes. A tab whose page holds unsaved changes is also not locked when you switch workspace in another tab: it shows a note you can put away until you have saved (see Workspaces).
• Search posts, campaigns, media…: searches the current workspace for content items (by title or caption), campaigns and media files; contacts and conversations are searched in the Inbox and Contacts instead. Type at least 2 characters and wait a moment; move through the results with the arrow keys (the list scrolls to keep the highlighted one in view) and press Enter, or click one. While it looks, the list says Searching…. A content item shows the caption that matched, or else its status (for example Draft or In review), and opens that item; a campaign opens its own page; a media file shows its upload date and time and its size under its name (so files with the same name can be told apart), except a file that is not ready, which shows in place of the size what the Media page shows on its tile: render failed (an AI video that could not be made), rendering… (an AI or ad video still being made), uploading… (an upload still on its way) or did not finish (an upload or video still not done after 30 minutes, which never will be: delete it in Media and try again); the same file uploaded several times (same name and size) is one result that says how many (for example 5 copies), and it opens that file (the newest copy) in Media. A matched caption starts with its platform's name (for example Instagram:) and shows the words around what you typed. Each group shows up to 5 results; when it has more, it ends with Show all matching posts, Show all matching campaigns or Show all matching files: choose it (click, or Enter) to list up to 50 of them in place. Past 50 the list says Showing the first 50. Type more of the name to narrow it down. "No matches" means nothing was found; Search failed. Try again in a moment. means the search could not run (type again or wait a moment). % and _ are searched as those characters, so "50%" finds titles with "50%" in them. Not shown to Agents. The search and Create appear once the app knows your role, a moment after the page opens; their places are kept until then, so for anyone who may create content nothing in the header moves when they appear. For a Reviewer, a Viewer or an Agent, who have no Create, its place is let go once the role is known, and the search box may shift a little.
• Create: opens Create to write a new post. Shown only if you may create content.
• ? (Help for this page; on a phone, in the menu under your picture): opens a panel with the manual article for the screen you are on, without leaving it. On Settings it follows the section you have open: AI providers opens "AI providers: your own keys (optional)", Evergreen recycling the recycling article, and so on. Below the article: Was this helpful? with Yes and No (tells us whether the article worked), Also about this page (other articles about the same screen; click one to read it in the panel), Ask the assistant about this page (opens the assistant with the article title already typed, on every screen including the Inbox and AI Studio) and Open in the help centre (the full article on its own page, for example /help/start-navigation, in a new tab). When the article has a tutorial video, the video comes first, under the article's summary: its picture with the length in the corner, the video's title and Watch on YouTube. Click the picture (the round play button) to play it right in the panel; nothing loads from YouTube until you do. The videos are in English, so in another language the card also says Video in English. Other videos about the same article are listed under More videos on this topic and open on YouTube in a new tab. If the article itself cannot be loaded, the panel shows its summary and "This article could not load. Check your connection and try again." with a Try again button; Was this helpful? appears only once the article is shown.
• Moon / sun (Dark mode / Light mode when you point at it): switches between dark and light mode. Until you click it the app follows your device's setting; after that your choice is remembered in this browser. On a phone it is in the menu under your picture: Switch to dark mode / Switch to light mode.
• Bell: your latest notifications. See Notifications.
• Your initials (the account menu): shows your name, email and organisation, then Your account, Settings (not shown to Agents), Full menu (a switch: on shows the full menu, off the simple menu; not shown to Agents), Switch organisation (only when your email opens more than one organisation; it logs you out and, once you log in again, the list of organisations opens on another organisation than the one you left; see Logging in) and Log out.

Leaving a page with unsaved changes

On a page where what you type is kept with a button (for example Brand Brain, a broadcast composer, the WhatsApp template builder, Settings → Messaging rules or Scheduled email reports), leaving before you save first asks "Leave this page? What you typed here has not been saved and will be lost." It asks whichever way you leave: a link or the sidebar, a search result, a notification (in the bell or on Notifications), the workspace switcher, Log out or Switch organisation in the account menu, reloading or closing the tab. Choose Cancel to stay with your changes, then save; OK leaves and drops them.

If your session ends while you are on such a page (you were logged out, or the session ran out), the page stays as it is and a window says Your session ended: "Your changes are still on this page, but they could not be saved. Log in again in a new tab, then come back to this tab and save once more." Log in again in a new tab opens the log-in page in a new tab; once you have logged in there with the same account, this tab says You are logged in again ("Your changes are still here. Save them now."): press OK and save again. Log in here instead opens the log-in page in this tab, and your changes are lost. A save refused this way says "Your session ended, so this was not saved. Log in again, then try once more."

The assistant

The round button in the bottom corner opens Maroja, OmniBrand's assistant. It steps aside (fades out) while it would cover a button, a picture or text under it, and comes back once you scroll to a clear spot, at the latest at the end of the page; with the keyboard, press Tab until it shows. It answers only from this manual and links to the articles it used. Type your question in Ask a question… (the box grows as you type) and press Send. Before your first question, the buttons under the greeting start a question about the screen you are on, for example Help me with: Getting around the app. Start a new chat, at the top of the assistant once you have asked something, clears the conversation and starts again. If you need a person, Contact support (under the box) opens an email to support@omnibrand.app that already carries your name, email, organisation, the page you are on and your last question; add what happened and send it. If an answer cannot be fetched, "Something went wrong. Please try again." shows under the conversation and your question goes back into Ask a question…: press Send to try again. On the Inbox, AI Studio and Team chat screens there is no round button, because each has its own box for typing at the bottom; open the assistant there with ? (Help for this page) and then Ask the assistant about this page. ✕ (Close) or the Esc key closes the assistant, and the keyboard goes back to what opened it: the round Open help button, or ? (Help for this page) when you opened the assistant from that panel. When the ? panel is open over the assistant, Esc closes only that panel; press it again to close the assistant.

On a phone

• The three-line button in the header opens the whole menu as a drawer: the workspace switcher, search, the menu (simple or full, as you chose) with Show the full menu or Show the simple menu under it, and at the bottom your name, email and Log out. Tap outside the drawer or the ✕ to close it (or press Esc on a keyboard). The header shows the workspace switcher next to the OmniBrand badge, narrower than on a computer: a long name ends in "…", and tapping it opens the list of workspaces.
• A bar along the bottom keeps Today, Create, Calendar and Inbox one tap away, and More at its end opens the same drawer with More already open. You see the ones your role allows; if only one would be left (an Agent), the bar is hidden.

The app's language

The app has its own language, separate from the public website's. Change it on Your account under Language; that is the only place (Settings has no language list). See Choosing your language.

Banners and pop-ups you may see

• "Your account is waiting for its first payment. Pay, or start free, in the setup steps - publishing and AI unlock at once." An account on a paid plan that is not paid yet (a free account is active from sign-up). Click Continue setup in the banner to pay or to finish the setup steps (on a suspended account the button is See how to pay or See details); see First payment for a paid plan.
• "Your subscription has not been paid, so publishing and editing are paused..." Pay under Settings, Billing and everything comes back.
• "This account is suspended..." Contact the OmniBrand team; see Contacting support.
• A pop-up when a plan limit is reached, with See plans & upgrade. See Plans.

If something goes wrong

• "Couldn't load your workspaces": the app could not reach the server to pick your current workspace. Check your connection and click Retry.
• An entry you expect is missing from the sidebar: in the simple menu, open More first, or switch to the full menu. If it is not there either, your role does not include it. Ask an Owner or Admin of the workspace to change your role or access under Settings, Members.
• Whatever you open, you land on the Inbox with the message "That page is not part of the Agent role": your role in this workspace is Agent (inbox only). Ask an Owner or Admin of the workspace if you need more access. This page is not in OmniBrand: the address you opened (typed, or from an old bookmark) is not a page of the app. The sidebar and header stay; click Go to Today (Go to Inbox for an Agent) or Open the help manual. A post, campaign, template or broadcast you open says, for example, Campaign not found with "It may have been deleted, or it belongs to another workspace.": it was deleted, or it is in another workspace (switch workspace and open it again). The button under it (for example Back to All campaigns) returns to the list. A link to one conversation, broadcast or media file (for example from a notification, /app/inbox?c=..., /app/email?b=... or /app/media?open=...) whose record is gone opens the list with a note at the top instead, for example Conversation not found, Email broadcast not found or Media file not found, with the same sentence (for a conversation: "It may have been deleted, be in another workspace, or be on a channel you can't open."); the link is removed from the address, and the ✕ (Dismiss) hides the note. A page that says We couldn't load this page with Try again is different: the record may be fine, but the connection or the server failed; click Try again. When you are a member of more than one workspace and the item is in one of your other workspaces, the page says so instead - "It is in your (workspace) workspace, not in the one open now." - with Open it in (workspace), which switches to that workspace and opens the item; a conversation link in the Inbox says the same in its note, with the same button. A page that breaks while it is shown says This page couldn’t load with Try again; if it breaks again it says "Trying again did not help. Go back and open the page again. If it keeps happening, send support the error ID under Technical details." and offers Back to (section). Technical details (closed until you click it) holds the Error ID: and the error itself, for support.
• The Help panel says "There is no dedicated article for this page yet": ask the assistant, or open the full manual with Help and guides. If it says "The help could not load. Check your connection and try again." instead, the manual did not reach your browser: click Try again.

Related

• The Today page
• Workspaces: add, switch, archive, delete
• Your account
• Notifications
• Roles and inviting your team