Admin Dashboard

Admin Dashboard Overview

Guide to the Sharkforce admin dashboard for basic organization management

Admin Dashboard

The Sharkforce Admin Dashboard provides basic tools for managing your organization, employees, and system settings. As an administrator, you have access to core features for configuring check-in methods, managing users, and monitoring basic organizational data.

Key Features

Organization Management

The admin dashboard provides basic control over your organization's Sharkforce implementation:

Branding

  • Customize your organization's visual identity
  • Upload logos and brand assets
  • Configure basic color schemes and themes

Member Management

  • Add, edit, and remove team members
  • Assign basic roles and permissions
  • Manage user access levels
  • View user activity and status

Check-in Attendance

  • Configure check-in methods (QR codes, geofences, face recognition)
  • Monitor basic attendance data
  • Set up geofencing and location rules
  • View basic attendance reports

System Configuration

Plans and Billing

  • Manage subscription plans and features
  • Monitor basic usage information
  • Configure payment methods
  • Track organizational limits

Support Management

  • Access basic support resources
  • View system status information
  • Monitor basic system health

Workflow Playground

  • Design and test custom check-in workflows
  • Configure basic verification processes
  • Set up simple business rules
  • Deploy basic organizational workflows

Getting Started

Accessing the Admin Dashboard

  1. Login: Sign in to your Sharkforce account with admin privileges
  2. Organization Selection: Choose your organization from the dropdown
  3. Admin Access: Navigate to the admin section from the main menu
  4. Dashboard Overview: Review the main admin dashboard for basic metrics

Initial Setup

Organization Configuration

  1. Complete your organization profile
  2. Upload branding assets and logos
  3. Configure basic settings and preferences

User Management

  1. Add team members through invitations
  2. Assign appropriate roles and permissions
  3. Configure basic user settings

System Settings

  1. Configure check-in methods and policies
  2. Set up basic workflows
  3. Configure notification preferences
  4. Establish basic security settings

Navigation

Main Sections

The admin dashboard is organized into several key sections:

Branding

  • Visual identity management
  • Logo and asset uploads
  • Basic theme customization

Check-in Attendance

  • Check-in method configuration
  • Policy setup
  • Location management
  • Basic reporting

Members

  • User account management
  • Role and permission assignment
  • Basic team organization
  • Access control

Plans and Billing

  • Subscription management
  • Usage monitoring
  • Payment processing
  • Feature access control

Support

  • Basic help resources
  • System status information
  • Support contact information

Workflow Playground

  • Workflow design and testing
  • Basic process configuration
  • Simple business rule setup
  • Workflow deployment

Quick Actions

Common administrative tasks are easily accessible:

  • Add new team members
  • Generate basic reports
  • Configure system settings
  • Monitor organizational metrics
  • Access support resources
  • Deploy workflow changes

Dashboard Overview

Key Metrics

The main dashboard provides basic insights:

Attendance Metrics

  • Basic check-in status
  • Daily attendance rates
  • Simple trend analysis

User Activity

  • Active user counts
  • Basic login statistics
  • Feature usage metrics

System Health

  • Basic service status
  • Performance metrics
  • Error rates

Organizational Insights

  • Basic productivity metrics
  • Workflow completion rates
  • User engagement levels

Administrative Responsibilities

Daily Tasks

Monitoring

  • Review basic attendance reports
  • Check system status
  • Monitor user activity
  • Verify workflow completion

User Support

  • Respond to user inquiries
  • Resolve access issues
  • Provide basic training assistance
  • Address technical problems

Weekly Tasks

Reporting

  • Generate basic weekly reports
  • Analyze attendance trends
  • Review system performance
  • Assess user engagement

Maintenance

  • Update user permissions
  • Review and update policies
  • Optimize system settings
  • Plan system improvements

Monthly Tasks

Strategic Planning

  • Review organizational metrics
  • Plan feature rollouts
  • Assess training needs
  • Evaluate system performance

Compliance

  • Conduct basic compliance reviews
  • Update security settings
  • Review audit trails
  • Ensure policy adherence

Security Features

Access Control

Role-Based Permissions

  • Define basic administrative roles
  • Set granular permissions
  • Manage access levels
  • Monitor privilege usage

Security Policies

  • Enforce password requirements
  • Configure session management
  • Set up basic audit logging
  • Implement security protocols

Data Protection

Privacy Management

  • Configure basic data retention policies
  • Manage user consent
  • Control data sharing
  • Ensure basic compliance requirements

Best Practices

Administrative Excellence

Regular Maintenance

  • Perform routine system checks
  • Keep user information updated
  • Monitor system performance
  • Review and update policies

User Experience

  • Provide clear communication
  • Offer basic training
  • Respond promptly to issues
  • Gather and act on feedback

Security Awareness

  • Stay informed about security threats
  • Implement security best practices
  • Educate users about security
  • Monitor for suspicious activity

Optimization Strategies

Performance Monitoring

  • Track key performance indicators
  • Identify bottlenecks and issues
  • Optimize system configurations
  • Plan capacity improvements

User Adoption

  • Monitor feature usage
  • Identify training opportunities
  • Encourage best practices
  • Celebrate successes

Getting Help

Support Resources

Documentation

  • Basic admin guides
  • Feature-specific tutorials
  • Best practice recommendations
  • Troubleshooting resources

Training

  • Basic administrator training
  • Feature tutorials
  • Video guides
  • Help documentation

Support Channels

  • Basic admin support
  • Support tickets
  • Email support
  • Help documentation

The admin dashboard is your central hub for managing basic aspects of your organization's Sharkforce implementation. Take time to explore each section and familiarize yourself with the available tools and features.