The Admin Dashboard

Overview

• What is the Admin Dashboard?
• Buying more Credits (Points)/Gifts for the store
• Store Types: Credit-Based (points) vs. Gift-Based

Access to the Admin Dashboard

• Who has access to the Admin Dashboard?
• Adding a new 'Admin User' to the Admin Dashboard
• Logging in to the Admin Dashboard
• Logging out of the Admin Dashboard
• Setting your password to the Admin Dashboard

Your Stores Page & Reports

• What is the 'Stores' front page?
• How can I enter a specific store?
• Get Shareable Link to the Store
• Download a report with the information from the Store

Store View

• Submitting an Admin order
• Submitting a Bulk order

The Perfomance Tab

• What is the Performance (Activity) Tab?
• What is the 'Product Reel' feature for?
• Statistics on the last 7 days store sessions
• Reminders Notifications
• The 'Last Activity' box uses

The People & Budget Tab

• What is the 'People & Budget' ('Points') tab?
• See the total amount of pre paid credits available in the store, budget and spent amounts
• See how many credits (points)/gifts each user has in the wallet and spent
• What happens to the credits/points when I remove a profile?

The People & Budget Tab - Users' Profiles

• Adding new 'People' profiles
• Sync with HRIS - HiBob
• Sync with HRIS - BambooHR
• Editing the user's profile information
• Removing people's profiles

The People & Budget Tab - Credits & Gifts

• Add/withdraw credits/gifts (Points) to/from users
• Withdrawing ALL credits (points)/gifts from users

The Rules Tab

• What are the Rules / Automations?
• The 'Onboarding' Rule
• The 'Birthday' Rule
• The 'Anniversary' Rule
• Activate a rule / automation
• Deactivate a rule (automation)

See all 8 articles

Features & Integrations

• Understanding Guest Checkout for Your Store
• Top-up Credit Card Feature. Let users pay with their CC!
• Connect to HubSpot - Step-by-Step Guide
• The Peer-to-Peer (P2P) Feature