What is Global Dashboard?
e-Reception Book provides a powerful and efficient solution for managing visitors across multiple locations with our user-friendly global dashboard. Our platform allows you to customise the visitor experience for each site while maintaining a centralised employee list for seamless staff check-in.
Our global dashboard offers flexibility, enabling you to set up site-specific requirements such as check-in forms, email notifications, and branding elements across all locations. This ensures consistency in the visitor management process and streamlines operations, making it easier to uphold your company’s standards and policies.
With e-Reception Book, you can enhance the visitor experience by tailoring it to each site’s needs, while enjoying the convenience of our centralised system. This approach not only improves efficiency but also helps maintain a professional and cohesive brand image across all your workplaces.
Global Dashboard View Page
The global dashboard enables you to view top-level statistics across all your linked sites with a single login.
To access this global view, follow these steps:
From your dashboard, click on your site name located at the top left-hand side. This will display a dropdown list of the sites you have access to as a global employee.
Select the "Global View" site from the list.
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
To add a single global employee, please follow these steps:
Once you have done this, the global employee will be added to your employees directory, where they will also have the global tab. Please see an example of this below:
To upload a list of global employees, please use the "Import" button next to the "Create" button on the Global Employees screen.
To import Global Employees, please do the following steps:
Click on the site list in the top left corner of the e-Reception Book dashboard.
Click 'Global View'.
Click 'View Employees' in the top left of the Global Dashboard page.
Click the blue 'Import' button next to the 'Create' button in the top right corner of the page.
Upload the employees list file.
Once you have confirmed the employee details are correct, click 'Import' to save the employees to the dashboard.
How to Enable Global For Existing Employees
To enable global employees for your existing staff, please follow the steps below:
By default, when your employees are set to global, they will retain the same role they had as a normal employee. If you wish to change their global role, you can do this by following the steps in the next section.
How to assign a role and give account access to global employees (Individual Sites)
All employees created through the Global View will automatically be assigned an 'Employee' role. Existing employees converted to global employees will retain their previously assigned role.
To assign a new role to a global employee and provide account access, please follow the steps below:
How to assign a role and give account access to global employees (All Sites)
To assign a new role to a global employee and provide account access for all sites, please follow the steps below:
You will only see Admin and Employee from the options list as these two roles are mandatory for all sites. If you wish to select a custom role that you created for all sites, you will need to select the employee and then choose each site individually via the three dots to set the role.
Once confirmed, you will see the role name updated next to the global employee across all sites.
Downloading Global Employee QR Codes
To download your global employee QR codes, please follow the steps below:
If you wish to download a single global employee QR code, follow steps 1 and 2 above, click on the three dots next to their name, and then click "Download QR Code".
How to Delete Global Employees
To delete global employees, please follow the steps below:
How to Disable Global Access For a Role
To disable global access for specific roles, please follow the steps below:
Important: Changes to a role will only apply to the site that you are making changes on. This will NOT change all of the site settings. For example, disabling access for employees at Site A will NOT disable access for employees at Site B.
How to Disable Global Access For Employees
To disable global access for your employees, please follow the steps below:
Important: We recommend checking the role and its permissions on each individual site to ensure satisfaction with the role assigned to your employees.
How to View Global Feedback Breakdown
One of the key features of the global dashboard is the ability to view a breakdown of feedback across your multiple sites. This functionality is crucial for ensuring comprehensive feedback reporting, which you can present to inspectors.
To view your global feedback breakdown, please follow the steps below:
From here, you will be taken to the main global view screen, where you can browse different statistics including check ins, total offsite, sites linked, etc. This will also show you a breakdown of the feedback provided by visitors from that day.
Scroll down until you see a section that looks similar to the image provided below:
Additional Support
If you have any immediate questions, please use our Live Chat on the bottom right-hand side of the page.