Dashboard Overview
RosterRoyalties shows a different dashboard depending on your user role. Each dashboard is tailored to the most relevant information and actions for that role.
Host Dashboard
When a Host logs in they land on Host Dashboard. The dashboard shows:
- Summary metrics — total artists, total royalty statements, outstanding freelancer balances, and recent statement activity.
- Trial / upgrade prompt — if the account is in trial or has not yet upgraded, a banner or modal prompts them to choose a plan.
- Statement onboarding wizard — shown on first use to guide the Host through creating their first statement.
- Welcome modal — shown once on the first login to orient new Hosts.
- Quick links — direct links to add artists, view statements, and create invoices.
ℹ Period selector
The Host Dashboard includes a period selector so you can view royalty totals and statement activity for a specific accounting period.Artist Dashboard
Artists land on their Artist Portal (/ArtistPortal). The portal shows the artist's statements, recoupment balance, invoices, and any pending split sheets or POs awaiting their signature. Artists cannot see any other artist's data.
Navigation by role
The left sidebar navigation is role-specific and controlled by the Layout.jsxgetNavigation() function. Here is what each role sees:
Host (business user)
The top-level nav shows:
- Dashboard — Host Dashboard
- Invoices — all invoices across artists
- Purchase Orders — freelancer PO management
Below that, a Host Tools section appears with items gated by plan:
- Artists and Freelancers — manage artist accounts (Basic and above)
- Label Settings — label name, logo, PO defaults (Basic Plus and above)
- Team Members — invite and manage sub-users (Professional and above)
- Track Splits — per-track royalty split percentages (Basic and above)
- Royalty Statements — generate and manage statements (Basic and above)
- Manage Invoices — admin view of all invoices (Basic and above)
- Recoupment — recoupable cost ledger per artist (Basic and above)
- Activity Log — audit log of all actions (Basic and above)
- Payment Receipts — Stripe payment receipts (Basic and above)
ℹ Team member permissions
If a team member is logged in under a Host account, the Host Tools section is further filtered by their specific permissions (e.g.,can_view_statements,can_manage_deliverables, can_manage_team_members).Artist
- Dashboard — Artist Portal
- Statements — view own statements
- Invoices — submit and track invoices
- Split Sheets — sign and view split sheet agreements (paid plans only)
- Usage or Upgrade — depending on subscription status
Freelancer
- Dashboard — Freelancer Portal
- Purchase Orders — view and sign POs
- Invoices — submit invoices
Manager
- Manager Dashboard
- Roster — view managed artists
- Statements — read-only view of managed artist statements
- Invoices — read-only invoice view
For a full breakdown of role capabilities, see Multi-User & Permissions.