If your organisation manages multiple care homes, schools, offices, or locations, maintaining a consistent visitor experience can quickly become difficult when each site is configured independently.

Custr’s Global Dashboard allows you to standardise your sites by centrally managing categories, questions, documents, branding, and settings.

This reduces administration, ensures consistency, and makes onboarding new sites significantly faster.

Whether you’re rolling Custr out to multiple locations for the first time or bringing existing sites into line, the Global Dashboard provides everything you need to manage your organisation from one place.

Note: This article assumes your organisation has access to the Global Dashboard. If you only have access to multiple individual sites, you won’t see these options until Global has been enabled for your organisation.

Standardising your sites helps ensure every location follows the same processes.

Common examples include:

This creates a familiar experience for visitors and staff, regardless of which location they visit.

Global Categories allow you to create visitor categories once and apply them to one, many, or all of your sites.

This is particularly useful for organisations that want every location to use the same check-in process.

For example, you might create organisation-wide categories such as:

These categories can then be applied across your entire organisation.

Tip: If your sites already have existing categories, applying Global Categories may result in duplicate categories (for example, two Visitor categories).

When standardising an existing organisation, it’s usually recommended to remove old site-specific categories after your Global Categories have been applied.

Global Questions work in the same way.

Instead of configuring questions separately for every site, you can create them once and apply them across your organisation.

This includes:

This ensures visitors are always asked the same information, regardless of which location they visit.

If required, individual sites can still have their own additional questions alongside the global ones.

Global Documents allow you to share important documents across multiple sites.

Common examples include:

Global Documents can also be linked directly to Global Categories, allowing visitors or contractors to automatically receive the correct documents during check-in.

Like Categories and Questions, documents can be applied to all sites or only selected locations.

Organisation Settings allow you to standardise the appearance and behaviour of every site.

This includes areas such as:

Once configured, these settings can be copied to other sites and, if required, locked so they can only be managed by Global Admins.

This helps ensure every site behaves consistently while still allowing Global Admins to make organisation-wide changes whenever needed.

After you’ve configured your organisation, you can nominate one location as the Default Site.

Whenever a new site is added, Custr automatically copies the Default Site’s configuration, reducing setup time and ensuring new locations follow your existing standards from day one.

This is particularly useful for organisations that regularly open new sites.

Although Custr makes it easy to standardise your organisation, you’re not forced to make every site identical.

Individual sites can still have:

This flexibility allows organisations to maintain a consistent foundation while accommodating individual site requirements.

If you’re standardising an existing organisation, we recommend the following approach:

Following this approach ensures both existing and future sites remain aligned while reducing ongoing administration.