Skip to main content

Global Dashboard

Learn about Custr's global dashboard and how it can be used across multiple sites.

Updated over 2 weeks ago

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:

  1. On your dashboard, click on your site name at the top left side.

  2. 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:

  1. On your dashboard, click your site name in the top left corner

  2. Select Global View

  3. Click View Employees

  4. Select Create in the top right corner

  5. 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:

  1. On your dashboard, click your site name in the top left corner

  2. Select Global View

  3. Click View Employees

  4. Click the Import button

  5. Click Upload a file and upload your CSV file

  6. Confirm employee details

  7. Click Import



How to enable global access for existing employees

To enable global access for your existing employees, follow the steps below:

  1. On your dashboard, navigate to Directory > Employees

  2. Click the three dots next to an employees name and click Select to open selection mode

  3. Select the employees you would like to make global

  4. 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:

  1. On your dashboard, click your site name in the top left corner

  2. Click Global View

  3. Click View Employees

  4. Select the employee records you want to amend the role for and provide account access

  5. Click the three dots next to your site name

  6. 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:

  1. On your dashboard, click your site name in the top left corner

  2. Click Global View

  3. Click View Employees

  4. Select the employee records you want to amend the role for and provide account access

  5. Click the three dots not to a selected employees name

  6. Select Make Account for All Sites to provide account access

  7. To assign a different role for all sites, select the employee records you wish to amend

  8. Click Options on the right hand side

  9. 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:

  1. On your dashboard, click your site name in the top left corner

  2. Click Global View

  3. Click View Employees

  4. Select the employees you wish to download QR codes for

  5. Click Options on the right hand side

  6. Select Download Selected QR Codes

  7. 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:

  1. On your dashboard, click your site name in the top left corner

  2. Click Global View

  3. Click View Employees

  4. Select the employees you wish to delete

  5. Click Options in the top right hand corner

  6. Click Delete Selected



How to disable global access for a role

To disable global access for specific roles, follow the steps below:

  1. On your dashboard, navigate to Configuration > Settings

  2. Click Roles

  3. Select the role you wish to disable global access for

  4. 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:

  1. On your dashboard, navigate to Configuration > Settings

  2. Click Roles

  3. Select the role you wish to disable global access for

  4. Scroll down on the right hand side and Disable Global View

  5. Click your site name in the top left corner and select Global View

  6. Click View Employees

  7. Select the employee you would like to disable global access for

  8. Click Options in the top right hand corner

  9. 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:

  1. On your dashboard, click your site name in the top-left corner.

  2. 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.

Did this answer your question?