Global Settings
The sub menus under this menu item allows platform admins to manage company information and other global settings.
This menu item on the admin panel can be used to manage the company information. There are four sub menus under company information that are explained below:
This menu item on the admin panel can be used to manage the company information. There are four sub menus under company information.
Company address along with the name of the global admin can be entered in the first section.
To edit the company information, click on the notepad with pen icon.
This menu item allows platform admins to add regions to the platform.
To add a region click on the plus icon, this will open the following ‘Add Region’ Screen:
Enter the desired region name in the ‘Region Name’ field and click submit to add a new region.
To Edit a Region name click on the notepad with a pen icon against the region name that needs to be edited, this will open the ‘Edit Region’ screen, edit the name and click submit.
To delete a region, click the bin icon against the region name that needs to be deleted. This will delete the region from the list.
This menu on the admin panel allows platform admins to manage office locations.
To add an Office location - Click on the plus icon, this will open the ‘Add Office Branch’ screen as shown in the screenshot below:
Fill in the branch name, branch type, select the region in which the office is located, enter street, city, state, zip code and country, and click submit to add the office location to the platform.
To edit an office location click on the notepad with a pen icon shown against the office location that needs to be edited. This will open the ‘Edit office branch’ screen. Edit the details and click submit to save the details.
To delete an office location, click on the bin icon shown against the office location that needs to be deleted. Search field can be used to search for a particular office location in the list.
This menu item on the admin panel allows platform admins to add and manage departments on the platform.
Click on the plus icon to add a new department Click on the notepad with a pen icon to edit a department and click on the bin icon to delete a particular department. The search bar can be used to search for a particular department in the list.
This tab is only available to the Global Admins, it shows all the users across all zones on the platform.
The search bar can be used to search for a particular user, for each user there are 3 options available under the Action menu:
- Eye Icon - click this to view full user details.
- Bin Icon - Click this to mark the user for deletion.
- Crossed out Circle - Click this icon to block a user.
This menu item on the admin panel allows platform admins to manage the Company logo and Login Screen Background. Privacy policy link can also be added on this screen.
Click the Change logo button to update the company logo, The specifications for the company logo are
- Size- 165px x 45px
- Format- .png, .jpg, .jpeg
- To change the login screen background click the ‘Change Image’ button and then click upload background image to browse for a file.
- Once the file is selected, click ‘Upload Login Background Image’ to upload the new image.
- The specifications for the login screen background image are:
- Size - 1920px x 1080px
- Format- .png, .jpg, .jpeg
- The remove image button can be used to delete existing image. In case no image is uploaded, a white background will be shown as login screen background.
Privacy policy link can be added as an external link or an attachment.
- Click on the external link radio button and add the external link in the appropriate field and click submit to add privacy policy link.
- Attachment can also be added as a privacy policy link.
- Click on the attachment radio button and browse for the file and click submit.
- Privacy policy link will be shown in the footer of the page.
This menu item allows platform admins to manage global admins on the platform.
A global admin is a user who has access to the whole platform across zones.
The following screenshot shows the ‘Manage Global Admin’ screen:
- To add a global admin click on the plus icon, the following window will appear:
- Only existing users who have already signed up on the platform can be assigned as a global admin.
- Search for the user in the ‘Search User’ field and click submit to add the global admin.
- Click on the bin icon shown against the name of the global admin to delete.
- Search bar can be used to search for a particular global admin in the list.
External partners can be added to events by first adding them to the Organizations module within the Admin Panel.
- To add an organization, click on the blue + button.
- In the resulting window, fill in the following reqiured fields:
- Organization Name
- Organization Tax ID
- Organization Website/URL
- Organization Type
- Address
- Contact Name and Email
- Click Submit to save the organization.
- Group Leads can also add in organization information from the Group Leader view on the platform.
- These organizations will not be able to be used until they are approved.
- All organizations will need to be approved by an Admin before they can be added to events.
- To approve, click the Action button and select "Approve."
- To unapprove, complete the same action but select "Unapprove."
- Before an organization can be utilized, the organization's contact person must confirm the partnership.
- Upon submittal of the organization, the contact person will receive an email requesting confirmation.
- Once confirmation is received, the confirmation status will change from Pending Confirmation to Confirmed.
- Once both Approved and Confirmed, the oganization can be added to an event.
This feature allows admins to enable/disable user catalog categories by zone.
- Each line represents an attribute being pulled from your organization's HRIS feed for each user on the platform.
- To adjust the settings of each attribute, click on Action>Update Zone Visibility.
- Check/Uncheck the boxes to enable/disable the use of the catalog category within that respective zone.
This is the top half of the dashboard and displays the configuration snapshot from the company perspective. The following statistics are displayed on this dashboard:
- Total Zones - Total number of Zones configured for the company.
- Total Regions - Total number of Regions across zones configured for the company.
- Total Office Locations - Number of office locations.
- Total Global Admins - Total number of Global admins configured.
- Total Zone Admins - Total number of zone admins configured.
- Total Users - Total number of users provisioned in the system across all zones.
- Group Unique Members - Number of unique members who have joined at least one group.
- Group Total Members - Sum of members of all groups.
Company statistics is shown in the image below:
Each tile on the dashboard also shows the trend of how the particular statistic has changed over the last one year. To view the trend, simply click on the dashboard tile and it will show the graph.
To access a .CSV of the graph data, simply click the three dots on the upper right corner of the graph to download.
Click the graph again to toggle back to statistics. The following image shows the graph for total ERG members:
This menu item allows the platform admins to manage the various timeout settings on the platform. The following screenshot shows the ‘Global Security Settings’ screen.
The timeout settings for the administration panel, web application and mobile application can be changed by clicking the ‘Update Setting’ button.
