The first thing you will see after you log in is your Organization Homepage.
There are four main areas of the Organization setup:
Accessing your profile settings and the account settings
Access the different divisions of your Organization account that contain the individual accounts. By clicking on the name of the account you can open the accounts page.
The navigation bar of the Organization level
Navigate and search for your accounts
Searching for your accounts
Select the dropdown in the top left corner (4)
Use the search bar to Navigate to the account.
Pages of the Organization set up
The left navigation bar allows you to access the different pages of the setup:
Dashboards
Create Dashboards and Reports that give you an accumulated view of data from all your accounts within your Organization.
For more information, click here.
Analytics
Track in real-time data of your account, including survey results.
For more information, click here.
Import & Exports
Access your exports from here.
Database
Overview of the database, filter, and segment the database from here.
For more information, click here.
Customize
Tailor the engagement flow to your account and create new custom fields for the outreach engagement.
For more information, click here.
Users
Add new users, create and manage teams - and review statistics on the performance of your individual users and teams.
For more information, click here.
Leaderboard
Identify your top field organizers at a glance
For more information click here
Surveys
Create a survey with multiple types of questions and assign them to teams.
For more information, click here.
If you have any additional questions on your dashboard, please contact: support@ecanvasser.com