Global Dashboard
Learn how to manage multiple Custr sites from a single dashboard. Explore organisation-wide reporting, shared employees, visitor feedback, and tools to standardise settings, branding and visitor journeys across your organisation.
Getting Started
Learn the fundamentals of the Global Dashboard, including how Global works, who it’s designed for, and how to navigate between your organisation and individual sites.
- What is Global?Learn how Global helps organisations manage multiple Custr sites from a single dashboard, including shared employees, reporting, feedback and standardised settings.
- Switching Between Global and Site ViewLearn how to switch between your Global Dashboard and individual sites, choose your default view, and navigate between locations.
Monitoring Your Organisation
Monitor activity across all your sites from one place. Learn how to use the Global Dashboard, generate organisation-wide reports, and review visitor feedback and performance trends.
- Using the Global DashboardLearn how to monitor activity across all your sites using the Global Dashboard, including visitor activity, staff check-ins, feedback and site performance.
- Running Reports Across Multiple SitesLearn how to generate reports across all of your linked sites using the Global Dashboard, including filtering results, exporting data and saving report templates.
- Managing Global FeedbackLearn how to monitor, manage, and standardise visitor feedback across all your linked sites using Global Feedback.
Managing Employees
Manage employees who work across multiple sites using shared employee records, centralised account management, and organisation-wide directory tools.
- Managing Global EmployeesLearn how to create and manage Global Employees, allowing staff to work across multiple Custr sites while sharing a single employee record, QR code and RFID credentials.
- Managing Employees From the Global DirectoryLearn how to manage employees across multiple sites using the Global Directory. This guide explains how to create Global Employees, assign global permissions, manage site membership, enable dashboard access and…
Organisation Settings
Manage and standardise settings across your organisation using the Global Dashboard. Learn how to configure shared settings, branding, categories and documents, apply changes to multiple sites, and create a consistent experience for visitors, employees and administrators across every location.
- Managing Global SettingsLearn how to manage settings across multiple sites, apply changes in bulk, lock settings to maintain consistency, and configure a default site for new locations.
- Standardising Your SitesLearn how to standardise categories, questions, documents, branding, and settings across all of your sites to create a consistent experience and simplify administration.
- Managing Global CategoriesCreate and manage categories centrally, then apply them across multiple sites to standardise your visitor journeys, questions, documents, emails, and check-in experience.
- Managing Global DocumentsCreate, manage and share documents across multiple sites to keep important policies, procedures and visitor information consistent throughout your organisation.