Version 9.1 by melanie@one-count_com on 2016/11/09 14:19
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3 {{id name="Start ScreenSteps Content"/}}
4 //The Dashboards tool allows you and your sponsors/advertisers to review and download lead data collected from your protected and/or sponsored digital assets~-~-or web resources(such as sponsored whitepapers, video, premium content), newsletter campaigns, and banner ad campaigns.//
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6 == **OPENING THE DASHBOARD WINDOW** ==
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8 === Select DASHBOARDS from the main menu. ===
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10 [[image:attach:media_1433450489728.png||align="center"]]
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12 === Select Dashboards from the sub-menu. ===
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14 [[image:attach:media_1433450543134.png||align="center"]]
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16 This will open the Dashboard listing page where all Dashboards are listed in alphabetical order, as shown below. Note the search, page-through, and "Create Dashboard" functionality.
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18 [[image:attach:media_1433795900316.png||align="center"]]
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20 If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.
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22 === Note re: Dashboard Users ===
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24 * There are two types of user accounts in ONEcount: Admin and Dashboard.
25 * Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
26 * A sponsor/advertiser must have a Dashboard-type user account to access their assigne Dashboard.
27 * A Dashboard-type user account allows a sponsor/advertiser permission to access their Dashboard only. They cannot access other dashboards or the ONEcount system.
28 * Admin-type users can access Dashboards if such permission is granted them.
29 * To download demographic detail on known visitors, Admin-type users also need permissions for "Lists and Reports" and "Download".
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31 Backend user accounts are created under Backend Users in the Utilities module.
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33 == **CREATE DASHBOARD** ==
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35 === Click "Create Dashboard". ===
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37 [[image:attach:media_1434655946944.png||align="center"]]
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39 === Add information and make selections. ===
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41 [[image:attach:media_1454431042344.png||align="center"]]
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43 1 – Enter the Dashboard Title. (required)
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45 2 – Enter a description of the dashboard.
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47 3 – Select Web Resources to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of resources will come up. Alternatively, you can begin typing in the blank field to find a resource(s).
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49 4 – Select any Newsletter Lists to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of newsletter lists will come up. Alternatively, you can begin typing in the blank field to find a newsletter(s).
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51 5 – Select the Banner Advertiser(s) to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of banner advertisers will come up. Alternatively, you can begin typing in the blank field to find an advertiser(s).
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53 6 – Select Page Titles from your to include in the Dashboard*. When you start typing the page title in the blank field, a drop-down list of pages will appear.
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55 7 - Select the demographics to be available for selection in a downloadable user report.
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57 *
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59 *** For an advertiser dashboard, select Web Resources, Pages, and Newsletter Lists that the advertiser sponsors. For example, if the advertiser sponsors a section of your web site, videos, and/or whitepapers, select them from the drop-down menu. Only those items selected will be available to pull stats on in the Dashboard. For "Banner Advertiser:", select the advertiser(s) from the drop-down list. Only banner campaigns for the selected advertiser will be available in the Dashboard.
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61 See below for a screenshot of a Dashboard with selections made.
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63 === Save the Dashboard. ===
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65 [[image:attach:media_1454437508338.png||align="center"]]
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67 Click "Save" when you've made all selections.
68 A message, as shown below, will display indicating the Dashboard was saved.
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70 [[image:attach:media_1434656114339.png||align="center"]]
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72 === Click "Go back" button to return to Dashboard main listing page. ===
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74 [[image:attach:media_1434656273356.png||align="center"]]
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76 == **EDIT DASHBOARD** ==
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78 [[image:attach:media_1439477451745.png||align="center"]]
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80 On the main listing page, click on the edit icon to make any changes to a dashboard, i.e. change the Title, Description, Web Resources, Newsletter Lists, and/or Banner Advertisers associated with the dashboard.
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82 == **DELETE DASHBOARD** ==
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84 [[image:attach:media_1439477595181.png||align="center"]]
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86 On the main listing page, click on the delete icon to delete a dashboard from the system.
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90 {{id name="End ScreenSteps Content"/}}