> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/dashboard/impactcom-ui-tour-for-brands.md).

# impact.com UI Tour for Brands

<a href="https://pxa.impact.com/student/activity/1099652?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=fund-lp-150&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Welcome to impact.com! Take a look around the brand user interface and learn more about where everything is.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FaCqzFOXABXO1KaJe6beA%2FScreenshot%202026-03-25%20at%2013.53.00.png?alt=media&amp;token=7aa3baa7-bf02-4aac-ace7-500e8b3bb59b" alt="" width="563"><figcaption></figcaption></figure></div>

#### Interact with Performance

Use the Left Navigation Menu to move between screens, and use the Dashboard to work with the impact.com [dashboard widgets](/brand/what-would-you-like-to-learn-about/platform-features/dashboard/brand-dashboard-widgets.md).

|                      |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **UI Element**       | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Account Menu         | Use the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** to switch between your accounts and programs.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| Product Switch       | <p>Choose which Performance product you want to interact with. The products represented by these icons, from top to bottom, are:</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media" alt=""> <strong>Engage</strong></p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FLGBlwxuVWsrxNsjYUMjf%2Fdiscover-v2%20(1).svg?alt=media&amp;token=8a0e56eb-ff89-4046-8e72-ad2b503f8bf9" alt=""> <strong>Discover</strong></p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F8bqCvTj35m0v4w2fMoV7%2Foptimize.svg%20(1).svg?alt=media&amp;token=3b8a53da-1dd9-42a7-99eb-767be6fa7da7" alt=""> <strong>Optimize</strong></p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-db1131f1b95ffbfa026aac99b07a7ffe0564b3b6%2F477fa23d9ffe966a6d1191fbd504e9a68f4c3918efe5cee5cb7bbd826e591fea.svg?alt=media" alt=""> <strong>Protect</strong></p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FqsE2GewLxSZ0yRPnifRm%2Faltitude.svg?alt=media&amp;token=87fa049c-84a3-452e-9c92-ce1613fcf2c4" alt=""><strong>Altitude</strong></p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FaKjJxndRdWwugqEUMfp0%2Fcompetitive%20insights.svg?alt=media&amp;token=5d32fe6b-75b7-4324-91f5-8e7bc47b97e8" alt=""> <strong>Competitive Insights</strong></p><p>Not all icons may appear. The icons available to you may vary based on your specific product package.</p> |
| Left Navigation Menu | Use this menu to navigate through the various screens of the platform. Select a product icon to open the menu to that specific product's features.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Dashboard            | You can interact with your *To Do List*, *Program Health*, and *Partners You'll Love* (if recommendations are available) widgets on the Main Screen. These widgets are useful to track your performance and priority tasks, allowing you to monitor metrics and act on growth opportunities.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| Search               | Search for a specific screen or partner using impact.com's Global Search tool.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Notifications        | Stay informed about events happening in your account by accessing your [Notifications](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/notifications/manage-your-brand-notification-settings.md).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| Task Management      | <p>Create and assign tasks to other brand account users or partners, as well as review tasks assigned to you, from the <a href="/brand/what-would-you-like-to-learn-about/account-administration/account-settings/manage-tasks.md">Task Management</a> menu.</p><p>This option may not appear for you depending on your account level or type.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Advocate Referral    | Refer your network to impact.com and get rewarded!                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Need Help?           | Get quick access to help and support. For further information see [Get Help & Support](/other/reference-documentation/get-help-and-support.md).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Finance Menu         | Select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** to view your [*Finance Summary*](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands.md) and access the Finance Menu.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| Profile              | View and edit your profile details, account and program settings, and sign out from impact.com here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/dashboard/impactcom-ui-tour-for-brands.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.