Getting Started with the Admin Console: A Quick Guide
This article provides a quick overview of the admin console, highlighting the key tasks that will set you up for success during your first 30 days. We'll cover the navigation menu, workspace settings, and essential actions like connecting brand pages and configuring departments and locations.
Navigating the Admin Console
Once you have admin permissions, you'll see an "Admin" tab in your navigation menu. Here’s a brief overview of what you can access:
- Reporting: Track and analyze user engagement and activity.
- User Management: Manage users, assign roles, and monitor onboarding.
- Post Management: Oversee and organize posts within the platform.
- Configuring Groups: Set up and manage different content groups.
- Sending Invitations: Activate new users by sending invitations.
- Communications: Send messages and content emails to users.
- Leaderboards: Configure and manage leaderboards for gamification.
The primary area to focus on during the initial setup is the Settings section.
Configuring Workspace Settings
1. Departments and Locations:
- Departments: You can customize department names to reflect your organization’s structure, such as Human Resources, Sales, Marketing, or IT. This customization helps both in managing your program and making it easier for users to activate their accounts. Departments can also serve as filters when pulling reports, allowing you to collaborate with various org leaders to drive engagement.
- Locations: Think strategically when configuring locations. Consider regions that may require native content or different languages. This setup ensures that relevant content reaches the right audience. Additionally, you can use locations for gamification, allowing different regions to compete against each other, similar to how departments can have their own leaderboards.
Having a well-thought-out configuration helps in scaling the platform company-wide and makes managing the program more efficient.
2. Connecting Brand Pages
A key task during the initial setup is connecting your brand pages to EveryoneSocial. This is crucial for capturing external engagement data and generating regular reports on who is engaging with your company pages.
- How to Connect: After completing the onboarding or account activation process, navigate to your account settings. If you manage a company page on LinkedIn or X, you will typically use the same login credentials for both your personal profile and your company page. Once connected, you'll see the brand pages you manage. If a page is not relevant, you can remove it by clicking the "X" next to it.
By connecting your brand pages, you enable the platform to pull engagement data and provide insights into which companies and individuals are interacting with your content.
Key Takeaways
To ensure a smooth start with EveryoneSocial, focus on these main tasks:
- Customize your Departments and Locations to match your organizational structure and strategic needs.
- Connect your brand pages to gather valuable engagement data and insights.
These foundational steps will help you set up the platform for success and scale it effectively across your organization.
What’s Next?
Now that you have a solid understanding of the admin console and the essential setup tasks, you can explore further how to manage your team’s accounts. In our next video, we'll dive into the account activation flow and demonstrate how to efficiently manage users, including using the express activation feature. Stay tuned to learn more!
For additional help or support, feel free to contact us at support@everyonesocial.com.