Articles on: Getting started

Your dashboard, explained

The dashboard is the first screen in Account Editor. It shows what the app has saved you, a setup guide while you're getting started, your popular features, and how much of your plan you've used. The heading at the top tells you whether customers can actually use the app yet.


What this does


The dashboard answers two questions: is the app working, and is it worth what you pay for it.


The parts


Overview


Your results since you installed Account Editor.


  • Changes by customers — Every change a customer made on their own instead of contacting you. One order can have more than one change.
  • Extra revenue — Money customers spent after checkout by adding items, upgrading them, or buying an offer.
  • Orders edited — How many orders customers changed — items, shipping, or contact details.
  • Notification emails sent — Emails sent to your customers and staff about order changes and cancellations.


These are lifetime totals. For a date range, select View analytics.


Setup guide


Shows while you're getting started, then disappears once you're done. Four steps:


  1. Select a plan
  2. Turn on features
  3. Add the order editing app block
  4. Add the upsell app block


Read the heading. "Account Editor isn't live yet" means customers can't use the app. "Account Editor is live" means they can. That one line is the fastest way to know whether the app is doing anything.


Steps complete on their own. There's nothing to refresh, and nothing to mark done.



Six shortcuts into the features you're most likely to want. Each card carries a status:


  • On — Meaning: Working, and customers can see it — What to do: Nothing
  • Not live yet — Meaning: Turned on, but its app block is missing — What to do: Select Finish setup
  • Off — Meaning: Not turned on — What to do: Select Set up


Not live yet is the one that catches people out. The feature is on, the settings are saved, and customers still see nothing — because the block was never added. See Add Account Editor blocks to your store.


Plan usage


How much of your monthly allowance you've used, and when it resets.


  • Order usage — orders Account Editor has handled this month
  • Address validation credits — address checks used, if you use that feature


When your orders run out, customer editing stops. Customers see a message telling them to contact you. This is the number worth glancing at.


A Plan limit alert appears as you approach the limit, with a link to upgrade. See Plans, order limits and credits.


Need help?


Four ways to reach the team: Book a setup call, Help guides, Live chat support, and Suggest a feature. Every plan includes support.


Good to know


"Account Editor isn't live yet" is not a suggestion. While that heading shows, customers cannot use the app. Settings alone don't make it live — the app block does.


Running out of orders is customer-facing. Passing your monthly limit stops customer edits, so a customer usually notices before you do. Account Editor emails you at 60%, 80% and 100% — make sure those go to an address someone reads.


The Overview counts everything since install, so it won't match a report you run for last month. Use View analytics for a date range.


Troubleshooting


  • Everything reads zero — Why: No customer has used the app yet — Fix: Check the setup guide says Account Editor is live
  • The setup guide won't complete — Why: A step isn't actually done — Fix: Steps complete on their own — the one still open tells you what's missing
  • A feature says Not live yet — Why: Its app block is missing — Fix: Select Finish setup on the card
  • The setup guide vanished — Why: All steps are done — Fix: Expected. It only shows while you're setting up.
  • Select a plan to turn on Account Editor — Why: No plan chosen yet — Fix: Select Start free trial


FAQ


What does "Account Editor isn't live yet" mean?


Customers can't use the app. Usually a plan hasn't been chosen, no feature is on, or the app block hasn't been added. Work through the setup guide until the heading changes.


Why is my Extra revenue zero?


It only counts money spent after checkout — items added, upgrades, and offers bought. If customers are only fixing addresses, it stays at zero and the value shows up in Changes by customers instead.


What happens when I run out of orders?


Customer editing stops until the month resets, you upgrade, or you buy a booster. Customers see a message asking them to contact you, so it's worth acting before you get there.


Can I hide the setup guide?


Yes, you can dismiss it. It also goes on its own once every step is done.



Updated on: 21/08/2026

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