The dashboard is your home base in Mindsmith. This is where you create new content, manage lessons and courses, and adjust workspace settings. If you’re new to the platform, getting comfortable here will help you move faster and stay organized.
There are four core components to know within the Mindsmith dashboard:
Create Button
Dashboard Sidebar
Settings and Members (within the Dashboard Sidebar)
Your Content
The Create Button
The Create button in the top-right corner is your launchpad for everything you build in Mindsmith.
Click it and you can:
Spin up a new lesson or course
Import existing materials — documents or SCORM packages — to jump-start a lesson
Create a folder to keep your work organized
Reach for it any time you want to build or bring in new content — the Mindsmith Agent is right there to help you draft it.
The Dashboard Sidebar
The sidebar on the left side of the dashboard helps you navigate the rest of your workspace. At the very top, you can click your workspace name to switch between different organizations or teams.
The sidebar includes:
🔍 Search and Recents
Find anything in your workspace in seconds.
Click the search bar to see a list of your most recently edited lessons and courses.
Type a keyword to search across all your titles and folder names.
Click See all results at the bottom of the list to view a full page of matches.
🏠 Home
One click brings you back to your full content dashboard from anywhere — your bird's-eye view of everything in the workspace.
🖼️ Media Library
Your home for every image, video, and file used across your content — browse, reuse, and manage them all in one place.
⚙️ Settings and Members
Your control center for the whole workspace — content defaults, branding, glossary, team members, billing, and more. (See the Settings and Members section below for the full tour.)
🗑️ Trashed
Deleted something by mistake? Recently removed content waits here, ready to restore to your dashboard whenever you need it.
⭐ Favorites
Keep the lessons and folders you reach for most just one click away.
To add a favorite, hover over the content item (in your folder or on your dashboard) and click the star icon. This will make it appear under "Favorites" in the main menu on the left-hand side.
To remove from favorites, hover and click again to remove (you can do this under "Favorites" in the main menu, or over the content piece itself on your dashboard or in a folder).
Settings and Members
The Settings and Members panel in the dashboard sidebar gives you control over how your entire workspace operates. From here, you can adjust default behaviors for new lessons, manage your team, and configure AI and branding preferences.
Settings are organized into three groups. The exact tabs you see depend on your plan and your role — some are admin-only or available on specific plans.
Personal
Settings just for you:
Profile — Manage your name and personal account details.
Notifications — Choose which email and in-app notifications you receive, so you stay in the loop without the noise.
Account Security — Manage your password and keep your login secure.
Content
Set the defaults for everything you create — establish them once and every new lesson and course starts just the way you like (you can still fine-tune any individual lesson):
Default Settings — Decide how learners navigate, how grading and completion work, and how the AI generates content by default. Get your standards in place once instead of configuring them lesson by lesson. 👉 See Lesson & Course Settings.
Branding — Make every lesson unmistakably yours. Add your logo, colors, and fonts so shared and exported content stays on-brand automatically (Professional or Business+). 👉 See Themes & Branding.
Translation Glossary — Keep your terminology consistent across every language. Define how key terms, acronyms, or branded jargon should be translated, and the AI uses your preferred wording every time — invaluable for technical, branded, or regulated content (Professional or Business+). 👉 See How to Use the Glossary.
Narration Glossary — Make AI narration sound just right by controlling how specific words are pronounced, so your audio always reads naturally (Enterprise).
Administration
Manage your workspace and team here. Most of these require an Admin role:
Billing — View your plan, track your AI credits, and manage your subscription.
Access — Manage workspace-level access and permission controls.
Usage — See how your team is putting Mindsmith to work, with usage and AI activity at a glance.
API keys — Generate keys to connect Mindsmith to your own tools through the public API (Business+).
Security — Advanced controls to keep your organization's content and access locked down (Enterprise).
Auto-join — Let new colleagues with your email domain join your workspace automatically — no manual invites needed (Business+).
Members — Build your team: invite teammates, assign roles, and keep track of license usage.
Enterprise — Manage teamspaces and licenses across multiple teams, all from one place (Enterprise).
Member roles
Admin – Full access to settings, billing, and content.
Author – Can create and edit content but cannot manage settings or billing.
Viewer – Read-only access.
👉 See Organization Settings for more about managing roles and working as a team.
Your Content
As you scroll down your dashboard, you’ll see your content organized in folders. This section gives you an overview of everything you’ve built or imported.
Folders
Group your content however makes sense for your team — by topic, project, client, or department — so everything stays easy to find as your library grows.
Example structures:
Internal teams (Sales, Support, HR)
Products or services
Different courses for external learners
Content Types
On your dashboard, you'll see three main content types:
Lessons – interactive training your learners complete in one sitting
Courses – collections of lessons bundled into a guided learning path
Storyboards – outlines for planning a lesson's structure before you build it out
Moving and Organizing Content
Your workspace stays flexible as it grows — reorganize anything in just a couple of clicks. Click the ellipses (...) icon on any lesson, course, or folder to open its menu.
Move content: Select Move to and choose a new folder or course destination. You can use the breadcrumb navigation at the top of the menu to back out to your main workspace.
Duplicate: Select Duplicate on any lesson to create an exact copy.
Convert folders: If you decide a folder of lessons should actually be a structured course, click the ellipses on the folder and select Convert to Course. You can choose to duplicate the project or replace it entirely.
What’s Next?
Now that you're familiar with the dashboard, here are a few helpful articles to guide your next steps:
Creating a Lesson with AI:
Step-by-step guidance on using the AI to generate lessons from instructions, documents, or video.The Lesson Editor:
Learn how to refine, customize, and publish your lessons.Duplicating & Moving Content:
Copy lessons between projects or share them across organizations.