The hierarchy

1 · Account
The buying company — usually the advertiser. Sits at the top of the
hierarchy. Holds invoicing details, contacts and any internal Product
IDs. Every campaign belongs to exactly one account.
Where to find it — Sidebar → Accounts.
Where to find it — Sidebar → Accounts.
2 · Campaign
A sold order — usually mirroring a contract or insertion order. Holds
dates, budget, currency and sales probability. Choose Package or Custom
at creation; this is the only field you can’t change later.
Where to find it — Sidebar → Campaigns, or from an account’s row.
Where to find it — Sidebar → Campaigns, or from an account’s row.
3 · Line Item
One row of the media plan — a product against a market for a date range.
Holds product, market, units, rate and pricing model. Uplift Ads or
Uplift Ads+ delivery is configured here, and this is the level at which
line items go Ready → Live.
Where to find it — Sidebar → Line Items, or the Line Items table on a campaign.
Where to find it — Sidebar → Line Items, or the Line Items table on a campaign.
4 · Creative
The ad asset itself — image, video, URL or HTML. Lives under a line item
on its Creatives tab. Carries its own status (e.g. Not Active, Approved)
and inherits dates from its parent line item by default.
Where to find it — Creatives tab on any line item.
Where to find it — Creatives tab on any line item.
The app shell
Every screen in Uplift Hub uses the same layout: a left sidebar for primary navigation, a top bar for breadcrumbs and account-level actions, and the main canvas in the middle. The shell never changes — only the canvas does..png)
Primary navigation
Dashboard, Accounts, Campaigns, Line Items, Products, Resources,
Reporting, Configuration.
Tabs
Sub-views of the current record — Overview, Brief, Creatives, Reporting,
Comments, Documents, History, Settings.
Primary navigation
The sidebar lists the seven primary screens. They’re always one click away — pick the level you want to work at, and the canvas lists every record at that level across the whole workspace.| Item | What it does |
|---|---|
| Dashboard | Workspace summary — counts of upcoming, live, completed and paused campaigns plus your notifications. |
| Accounts | Every advertiser in the workspace. Top of the hierarchy. |
| Campaigns | Every sold order across every account. Filter by status, market or date. |
| Line Items | Every line item across every campaign — the granular delivery view. |
| Products | The catalogue of products you can sell. Read-mostly; managed by your admin. |
| Resources | Workspace-specific links and guides — support forms, internal docs, getting-started material. |
| Reporting | Cross-workspace performance — Campaign Performance, Line Item Performance, Insights, and any custom dashboards. |
Breadcrumbs
Breadcrumbs run along the top of every detail page and do two jobs at once: they tell you where you are in the hierarchy, and they let you jump sideways to a sibling record without going back to a list. A trail looks like this:🏠 / Seaside Resort Group ⌄ / Seaside Resort - Summer 2026 ⌄ / Rich Media Ads (UK) ⌄ / Homepage banner v1
- Account — the advertiser. Coloured to flag the workspace root.
- Campaign — the sold order this record belongs to.
- Line Item — the media-plan row. Truncated when long.
- Creative — the current page. Bold means “you are here”.

Tabs at each level
Open any record — an account, a campaign, a line item, a creative — and the canvas splits into tabs. The tab set is consistent within a level but shrinks as you go deeper.| Tab | Account | Campaign | Line Item | Creative |
|---|---|---|---|---|
| Overview | ✓ | ✓ | ✓ | ✓ |
| Brief | — | ✓ | ✓ | — |
| Creatives | — | ✓ | ✓ | — |
| Evidence | — | ✓ | ✓ | — |
| Reporting | — | ✓ | ✓ | — |
| Comments | — | ✓ | ✓ | ✓ |
| Documents | — | ✓ | — | — |
| History | — | ✓ | ✓ | ✓ |
| Settings | ✓ | ✓ | — | — |
Three ways to find what you want
Top-down — drill from a list
Start at Accounts, click in, drill to a campaign, drill to a line
item. Use this when you know the advertiser but not the line item.
Flat — open the global list
Pick Campaigns or Line Items from the sidebar to see every
record across the workspace. Use the search bar and column filters to
narrow down — handy when you don’t remember which account a line item
lives under.
What happens next — once you’re comfortable moving around, head to
Adding a new account to set up your first
advertiser, or Creating a campaign if the
account already exists.