> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifthub.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating Uplift Hub

> A tour of the app shell — the four-level hierarchy, the sidebar, the breadcrumb trail, and the tabs you'll see on every screen.

A tour of the app shell — the four-level hierarchy, the sidebar, the
breadcrumb trail, and the tabs you'll see on every screen. Read this once and
you'll know where everything lives.

Uplift Hub is organised around a single idea: **everything you do happens
inside an Account**. Accounts hold campaigns, campaigns hold line items,
line items hold creatives. Once that hierarchy clicks, the rest of the app
falls into place.

## The hierarchy

<Frame>
  <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/hierarchy-diagram.png" alt="Four-level hierarchy: Account → Campaign → Line Item → Creative" />
</Frame>

<CardGroup cols={2}>
  <Card title="1 · Account" icon="building">
    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.

    <br />

    <br />

    **Where to find it** — Sidebar → Accounts.
  </Card>

  <Card title="2 · Campaign" icon="megaphone">
    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.

    <br />

    <br />

    **Where to find it** — Sidebar → Campaigns, or from an account's row.
  </Card>

  <Card title="3 · Line Item" icon="list">
    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.

    <br />

    <br />

    **Where to find it** — Sidebar → Line Items, or the Line Items table on
    a campaign.
  </Card>

  <Card title="4 · Creative" icon="image">
    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.

    <br />

    <br />

    **Where to find it** — Creatives tab on any line item.
  </Card>
</CardGroup>

## 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.

<Frame caption="Numbered regions are explained in the legend below">
  <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/campaign-detail-clean+(1).png" alt="Annotated Uplift Hub campaign-detail screen showing the eight key regions of the app shell" />
</Frame>

<Steps>
  <Step title="Workspace tag">
    The agency or publisher you're signed in as. Scopes every list below.
  </Step>

  <Step title="Primary navigation">
    Dashboard, Accounts, Campaigns, Line Items, Products, Resources,
    Reporting, Configuration.
  </Step>

  <Step title="Breadcrumbs">
    Where you are, plus a switcher per segment to jump to siblings.
  </Step>

  <Step title="Tabs">
    Sub-views of the current record — Overview, Brief, Creatives, Reporting,
    Comments, Documents, History, Settings.
  </Step>

  <Step title="Status pill">
    Current state of this record. Click to change it.
  </Step>

  <Step title="Notifications">
    Per-record alerts — approval requests, status flips, manual reporting
    reminders.
  </Step>

  <Step title="Save Changes">
    Persist edits to the open record. Disabled until something changes.
  </Step>

  <Step title="Line Items table">
    Children of the current campaign. Click a row to drill in; **Add Line
    Items** creates new ones.
  </Step>
</Steps>

## 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. |

<Tip>
  **Sidebar shortcut** — the toggle in the top-left of the top bar collapses
  the sidebar to icons-only, giving you more room for wide tables on the
  **Line Items** and **Products** screens.
</Tip>

## 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".

Each segment is two controls in one. **Click the name** to jump to that
record. **Click the chevron** next to it to open a switcher — a search box
plus a list of every sibling at that level. Pick one, and you stay in the
same tab on the new record.

<Frame caption="Click the chevron next to any breadcrumb segment to switch to a sibling record at that level.">
  <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/breadcrumbs-switcher.png" alt="Breadcrumb chevron opened to reveal a sibling-record switcher with a search box" />
</Frame>

<Tip>
  **Pro tip** — the chevron switcher works at any depth. From a creative,
  you can hop to a sibling line item by clicking the chevron on the line-item
  segment, no need to back out first.
</Tip>

## 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**  |    ✓    |     ✓    |     —     |     —    |

**Overview** is the form view: edit fields, save changes. **Brief**,
**Creatives**, **Evidence**, **Reporting** and **Documents** are roll-ups —
each one shows the children below it that match that purpose. **Comments**
and **History** are present everywhere; if you ever lose the thread,
History tells you who changed what and when.

<Tip>
  **The tabs roll up.** Open a campaign's **Reporting** tab and you'll see
  every line item below it. Open a line item's **Reporting** tab and you'll
  see just that one. Same data, different scope.
</Tip>

## Three ways to find what you want

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Sideways — use the breadcrumb switcher">
    Already on a record? Use the chevrons in the breadcrumb to hop to a
    sibling without leaving the tab you're on. Fastest way to compare two
    line items in the same campaign.
  </Step>
</Steps>

<Note>
  **What happens next** — once you're comfortable moving around, head to
  [Adding a new account](/setup/add-account) to set up your first
  advertiser, or [Creating a campaign](/setup/create-campaign) if the
  account already exists.
</Note>
