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The Dashboard is the internal-facing side of Assembly. It lives at dashboard.assembly.com and is only accessible to your team — never your clients. Everything you do as an operator happens here: managing the contact list, running built-in apps like Messages and Payments, configuring workspace settings, and building new apps.

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What’s in the Dashboard

The CRM

Contacts, companies, custom fields, and notes. The system of record for who your firm serves.

Apps

Every installed app appears in the left sidebar — built-in or custom-built, internal-only or client-facing. They all live here for your team.

Add App

Opens the add-app page. Describe a new app in the prompt box, or under More ways to add choose Browse all apps for ready-made apps and templates, or Embed existing content for third-party tools.

Settings

Workspace branding, custom domains, team members, billing, integrations.

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How custom-built apps appear here

When you build an app, the app builder installs it into your Dashboard the same way a built-in app would. It shows up in your sidebar with the name and icon you chose during the build. Click it and you’re in the app. For client-facing apps, the Dashboard view is your team’s view. Your clients see something different in the Portal — see Apps for how those views relate.

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Who has access

Only internal users — you and your team members. Your clients can’t reach the Dashboard, even if they know the URL. They go to the Portal instead. Within the team, what someone sees depends on their role. See Internal users for how admins and staff differ.
If you ever need to demo Assembly to a client or prospect, do it from a Portal sign-in, not the Dashboard. The Dashboard is your team’s surface and isn’t designed for client-facing context.