What is a Group Account?
A Group Account is a 'high-level' dashboard that allows Group Admins to review all activity and manage their different, individual dashboards, all in one place.
On a Group Account view, the Group Admin will see the following sections:
The Reporting views will show you a combination of data across all the linked dashboards within the Group Account. For example, the X number of prospects shown will be the total number of prospects engaged by all the linked dashboards. If you want to see the individual results for each dashboard, you can use the drop-down list in the top-right corner, where you can toggle between the different dashboards.
If you choose to enter into an individual dashboard from the Group Account, you'll notice that the view is exactly the same as your normal Admin Dashboard, in that you'll have access to monitor Chats, request Content, assign FAQs and manage your Ambassadors.
The main purpose of the Group Account is to allow Group Admins with an easier way of achieving oversight across their different dashboards and how they're performing, all from one place and one login.
However, a Group Account also makes it possible to combine the Ambassador profiles and all their published content and FAQs, across the Group Account (so all the different dashboards), and consolidate it into one Group TAP Page. These Group TAP Pages could for example, be a powerful way to bring all your Ambassadors across different teams together during an online event. Group Admins have access to the Promotion feature where you can promote the Group TAP Page, for example, setting up a pop-card or a tracked link on an events landing page, to direct prospects to speak to all Ambassadors across your institution.
How to link accounts
To have your dashboards linked and set up a Group Account, please get in touch with your Customer Success Manager or email us at email@example.com
Please note that in order to sign up for a Group Account dashboard, you will need an email address which is not currently linked to any of your current admin dashboards.