Global Admin Dashboard

About the Global Admin Dashboard

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The Global Admin Dashboard provides Global administrators a centralized interface to manage settings across multiple locations, with granular control over different regions or territories. 

This dashboard offers the following benefits:

• Centralized management: Global administrators can manage settings from a single, unified dashboard, providing detailed control over various regions.
• Efficiency: Settings can be able to be applied to all locations simultaneously, streamlining the update process and saving time.
• Customization: Supports the configuration of settings specific to different regions.
• Security: Settings are locked at local level when applied via the Global Admin Dashboard, to ensure global settings remain consistent and secure.
• Custom domain for visitor notifications: Administrators can define the domain from which visitor email notifications are sent, ensuring visitors receive emails from a recognizable and trusted domain.
• Audit log: The audit log currently stores basic information about changes made via Global Admin Dashboard. More auditing information is planned for a future release. 

The Global Admin Dashboard is available for certain Eptura Visitor plans. Contact Eptura to find out more.

Contents

• Launching the Global Admin Dashboard
• Multi-site settings
• Audit log
• Company reference
• Custom domain for visitor notifications

Launching the Global Admin Dashboard

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The Global Admin Dashboard is launched from the location drop-down at the top of Eptura Visitor on the web. Click the location drop-down and select your Organization from the top of the list to open the Global Admin Dashboard.

Multi-site settings

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Certain settings can be applied to multiple locations at the same time from the Global Admin Dashboard. The settings that show the 'Copy to all locations' button in the Settings module, can be selected in bulk from the Global Admin Dashboard and applied to the specific locations you select.

To get started, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

The Global Admin Dashboard is launched and displays your managed locations. (To return to the local dashboard for a location, click View local dashboard).

1. Select the locations to apply the settings to. You can click the check box at the top of list to select all locations or select individual locations.
   
2. Select Settings from the menu on the left of the Global Admin Dashboard to show the settings that can be applied to multiple locations
   
3. Change the required settings and click the toggle 'on' for each setting that you want to apply to the locations selected in the previous step. The toggle is blue when enabled. Learn more about these settings in the Modules section of this guide.
4. When you've made your changes and toggled the settings on that you want to apply to the selected locations, click the Save changes button at the top.
5. A confirmation message is displayed listing the locations the settings will be applied to. Check the locations and click Save to confirm the changes.
   
6. A message confirming the changes have been successfully applied is displayed at the top right of the screen.
   

Audit Log

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The Audit Log shows when and where multi-site settings were applied using the Global Admin Dashboard, and who performed the change.

To view the Audit Log, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

1. Select Audit log from the menu to view the log. You can enter a value in the search box to filter the results by date, time, or administrator.
2. To view which locations the settings were applied to, click View More.
   

Company Reference

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This Company Reference value is for your own purposes and can be useful for reporting or integrations with third-party applications. It is not visible to users. Learn more: Company settings

You can quickly view or edit Company Reference values for each of your locations from the Global Admin Dashboard.

To view the Company Reference values, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

1. Select Company Reference from the menu to view and edit the values.
   
2. Edit the values as required and click Save to apply the Company Reference to the location.

Custom domain for visitor notifications

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Administrators can define the domain from which visitor email notifications are sent, ensuring visitors receive emails from a recognizable and trusted domain. The domain can be set by entering either your SendGrid account credentials or SMTP details.

To set the sending domain, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

1. Select Custom Domain from the menu on the left and enter your SendGrid or SMTP details where indicated.
   1. SendGrid: Enter your SendGrid email address and API key, and click Save. This is the email address that notifications will be sent from. Learn more: SendGrid domain authentication
      
   2. SMTP: Enter your SMTP details, and click Save. See also: SMTP configuration notes
      

If nothing is entered for SendGrid or SMTP, or the connection fails, emails are sent from '@proxyclick.com'.