Overview
This article explains the Global Dashboard that can be used in your Custr Dashboard, to view your multiple sites. It will also cover how to add and edit global employees alongside how to set their roles across sites
What is Global Dashboard?
Custr simplifies visitor management across multiple sites with a centralised, user-friendly dashboard. Customise each site’s experience with unique check-in forms, branding, and notifications, while maintaining a unified employee list.
This ensures consistent operations, enhances efficiency, and supports a strong, professional brand image.
Accessing the global dashboard view
The global dashboard enables you to view statistics across all your linked sites with a single login. To access this global view, follow the steps below:
On your dashboard, click on your site name at the top left side.
From the dropdown, click Global View
How to add global employees
Global employees are individuals who are part of multiple sites and have the following capabilities:
Check in across multiple sites
View statistics across multiple sites (if their role permissions allow)
Manage their roles and permissions across multiple sites
Single employee
To add a single global employee, follow the steps below:
On your dashboard, click your site name in the top left corner
Select Global View
Click View Employees
Select Create in the top right corner
Enter the global employees details and click Create
After completing the above steps, the global employee will be added to your employee directory and will include the global tab. See the example below for reference.
Multiple employees
To upload a list of global employees, follow the steps below:
On your dashboard, click your site name in the top left corner
Select Global View
Click View Employees
Click the Import button
Click Upload a file and upload your CSV file
Confirm employee details
Click Import
How to enable global access for existing employees
To enable global access for your existing employees, follow the steps below:
On your dashboard, navigate to Directory > Employees
Click the three dots next to an employees name and click Select to open selection mode
Select the employees you would like to make global
On the right hand side, scroll down and click Set All Employees to Global
Please note: By default, employees set to global will keep the same role they held previously. If you need to update their global role, you can do so by following the steps outlined in the next section.
Assigning roles and access to global employees
Individual Site
Employees created via the Global View are automatically assigned the 'Employee' role. Existing employees converted to global will keep their current role.
To assign a new role for a specific site and grant account access, follow the steps below:
On your dashboard, click your site name in the top left corner
Click Global View
Click View Employees
Select the employee records you want to amend the role for and provide account access
Click the three dots next to your site name
Select Set to Role: ...
All sites
To assign a new role and grant account access to a global employee across all sites, follow the steps below:
On your dashboard, click your site name in the top left corner
Click Global View
Click View Employees
Select the employee records you want to amend the role for and provide account access
Click the three dots not to a selected employees name
Select Make Account for All Sites to provide account access
To assign a different role for all sites, select the employee records you wish to amend
Click Options on the right hand side
Click Set Selected Role to ... for All Sites
Please note: Only Admin and Employee roles appear by default, as they are required for all sites. To assign a custom role, select the employee and set the role for each site individually using the three dots.
Once confirmed, the updated role name will appear next to the global employee’s name across all sites, indicating that the new role has been successfully applied.
Downloading global employee QR codes
To download your global employee QR codes, follow the steps below:
On your dashboard, click your site name in the top left corner
Click Global View
Click View Employees
Select the employees you wish to download QR codes for
Click Options on the right hand side
Select Download Selected QR Codes
These can then be found in the Notification section at the top of your dashboard
Please note: To download an individual QR code for a global employee, follow steps 1 and 2 above, click the three dots next to their name, and select "Download QR Code".
How to delete global employees
To delete global employees, follow the steps below:
On your dashboard, click your site name in the top left corner
Click Global View
Click View Employees
Select the employees you wish to delete
Click Options in the top right hand corner
Click Delete Selected
How to disable global access for a role
To disable global access for specific roles, follow the steps below:
On your dashboard, navigate to Configuration > Settings
Click Roles
Select the role you wish to disable global access for
Scroll down on the right hand side and Disable Global View
Please note: Role changes apply only to the specific site where the update is made. For example, disabling access for employees at Site A will not affect access at Site B. Site settings remain independent.
How to disable global access for employees
To disable global access for your employees, follow the steps below:
On your dashboard, navigate to Configuration > Settings
Click Roles
Select the role you wish to disable global access for
Scroll down on the right hand side and Disable Global View
Click your site name in the top left corner and select Global View
Click View Employees
Select the employee you would like to disable global access for
Click Options in the top right hand corner
Set them as the role you previously disabled global view for
Please note: We recommend reviewing the role and its permissions on each site individually to ensure it aligns with your intended access for employees.
How to view global feedback breakdown
One of the main features of the global dashboard is the ability to view feedback across all your sites. This is especially useful for generating detailed reports to share with inspectors.
To access your global feedback breakdown, follow these steps:
On your dashboard, click your site name in the top-left corner.
Select Global View
You’ll be taken to the main global view screen, where you can explore various stats such as check-ins, offsite totals, linked sites, and a daily breakdown of visitor feedback.