Master Dashboard

Introduction

Most clients of Engaging Networks have a single database to store their supporter records and transactional data, and use permission groups to define which parts of their organization have access to various records in the database.

Some larger clients, particularly ones that operate internationally across multiple countries, have individual sub accounts for each country, and each country’s sub account houses their data in their own independent database.

The master dashboard is a top level interface for managing multiple sub-accounts that operate their own independent database, but are all part of one organisation.

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Master Dashboard functionality overview

Since the master dashboard access is the top level of your account structure, the main login for your master dashboard will be set up by your Engaging Networks account manager.

Once you have a login for the master dashboard you can:

  • Manage master dashboard user access and their sub-account allocation
  • Manage sub-accounts within a single master account
  • Log in to individual sub-accounts from the master account
  • Transfer data records between sub-accounts on a one-off or recurring basis
  • Rollup aggregate reporting across sub-accounts
  • Create content to share down to the sub-accounts (template blueprints and page blueprints)

When you first log in to your master dashboard account you’ll land on the Accounts page and see an overview of the sub-accounts available to manage.

 
 
 

In addition to searching for a sub-account and sorting the account order, on the Accounts page you’ll be able to review the following sections.

All Accounts

The All Accounts section gives you an aggregated overview of all the sub-accounts assigned to your master dashboard account.

The Account Information area of All Accounts section rolls up a total of the number of pages, pages created this month, logins this month and active users across all sub-accounts.

The Vital Statistics area of the All Accounts section rolls up data such as total records, opt-ins, new records, total new opt-in records, opt-in rates and email statistics across all sub-accounts.

Individual Accounts

The Individual Accounts section lists all of the individual sub-accounts assigned to your master dashboard account. You can click on the name of the page to open up an overview of that specific account.

The Account Information area of Individual Accounts section displays a total of the number of pages, pages created this month, logins this month and active users for that specific account

The Vital Statistics area of the Individual Accounts section displays data such as total records, opt-ins, new records, total new opt-in records, opt-in rates and email statistics for that specific account

You can change the Vital Statistics date you want to report to using the chevron date pickers. The stats will show all accumalative data up to the selected date.

Quick report

You can deep dive into more in depth stats for each sub-account using the Quick Report button next to each sub-account listed in your master dashboard.

Sub-Account login

You can log into any of the sub-accounts listed in your master dashboard. Click the login button next to the sub-account you wish to access and you will be taken into that individual sub-account directly. You can operate the sub-account as a standard user and when you log out of the sub-account you will be returned to your master dashboard account.

Master Account administration

The main master dashboard account user is able to set up and manage their own and other master dashboard user accounts from the ‘Hello’ menu.

The main master dashboard user can update their own details and change their password under Hello > User Preferences.

Adding a new Master Dashboard User

Additional master dashboard users can be set up under Hello > Account Settings

To add a new master dashboard user click the button. You’ll be taken to the Add New User form.

To add a new user type in their email, display name, first and last name and create a new password for them. By default we’ll add all the sub-accounts available to the master account to the new user. You can remove or add accounts that you’d like this user to have access to in the Client Scope section.

Once you’re happy with the new user’s settings you can click Save.

Note: Users do not receive notification that a master dashboard account has been created for them. You will need to communicate the login details directly through secure means.

Managing existing Master Dashboard Users

To edit an existing master dashboard user select Hello > Account settings and click on the name of the user to reveal their details panel.

In the existing master dashboard user panel you can :

  • Update the users email
  • Update their display name, first, last names and password
  • Change their status to Active or Inactive (this temporarily disables their account)
  • Update the sub-accounts they have access to in the Client Scope section

To delete the master dashboard user click the icon next to the user you wish to remove.

Deleting a user cannot be undone. If you delete a user by mistake you’ll need to add them as a new user again.

Updated on December 19, 2019

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