Management Dashboard 101
If you are the Owner or Admin, you have access to the Management Dashboard and can assist in overseeing and managing the Team. This article will cover all the main added features of the Management Dashboard.
All Management of a Team is done via the Management Dashboard.
Invite and Remove Members
To invite members to your team head to the Members Tab of your Management Dashboard.
There are 2 ways to invite members:
- Input email addresses into the invite box and select 'Send Invitation'. Your educators will receive invites via email.
- Send all users the magic link, which will add them to the account as soon as they click the link.
Note: You can copy and paste over a list of emails at once and the system will recognize the separate emails to send all invitations at once.
Note: Individuals with existing accounts need to be invited to the team account too. As soon as they accept their invitation, all their newsletter and data will be transferred over.
To remove members, click on the 3 black dots next to a member's name and click Remove.
To add another Administrator, click on the 3 back dots next to a member's name and click on 'Change to Administrator.
Creating Groups
To create groups head to the Management Dashboard by clicking on the blue Management Dashboard button on your home page, and open up the Groups Tab.
Simply click on the + create new group button and name the group. As you continue creating all your groups you will see a list like below.
To add members click on Manage Group where you will be taken to the list of members in your group.
Simply input their email address into the invite box. If your staff are not yet members of the team they will receive an invite via email or a pop up in their individual account.
In Smore, an Administrator refers to a member who also has access to the Management Dashboard of the whole Team or a specific group.
To change any member to an Administrator of the group or remove them from the group and Team click on the 3 back dots next to to their name and select the preferred option.
Note: You can only make a member an administrator once they have accepted the invite to Smore.
Learn more about Group Admins here.
Overseeing Newsletters
As an Admin you can oversee all the published newsletters in the Team.
Saying this, you can Edit or Duplicate any published newsletter, in addition to checking the Analytics.
There are 2 ways to look at these newsletters:
- Open the Newsletter tab in the Management Dashboard. Here you will see a list of all the newsletters created in chronological order.
To duplicate a newsletter, hover over a newsletter and click options and select Duplicate.
To check the Analytics, hover over the newsletter and click Analytics.
To edit the newsletter open the newsletter and click Edit.
Note: You can search for a specific newsletter by searching a Title in the search bar.
- Click on the name of member in the member tab and see all the newsletters they have published.
Pull Engagement and Usage Reports
To pull a monthly report of all the newsletters created you can head to the reports tab in the Management Dashboard
Click the drop down and select the month you want to pull.
Click Download Report and save the report to your device.
Set up a Verified Domain
When a newsletter is sent out from Smore, your recipients will see the sender's email as yourscreenname@user.smore.com.
With a Verified Sender Domain, you can set up a custom sender domain for all of the members of your Team Account so that emailed newsletters are attached to the district's email domain instead of Smore's domain. For example, your recipients would see the sender's email as yourscreenname@sunshine.edu.
Click on Verified Sender Domain in the Management Dashboard.
Click on Get Started. You will be prompted with with the SPF and DKIM records. Simply click on the "Share with IT Department" button to share this information with your IT department who will then be able to complete the process.
Note: Remember to click Enable.
Set up SSO
With a Smore for Team Account you can integrate your Account to your IDP to allow for SSO.
Note: We do not provide auto- provisioning so all members need to be invited to the team first, before they will be able to log in via SSO.
Go to the Management Dashboard
The button for the Management Dashboard will be on the top left side of the screen when you log in to your account.
Click on the SSO tab
The SSO Tab is the last option on the menu on the left side of the screen.
Copy and paste your SSO URL, Entity ID URL, and Certificate from your SAML IDP
You can also press the button at the bottom that says, "+Click to upload metadata if possible."
Follow the instructions provided by your SAML IDP and copy over the necessary information
Different IDP'S require different information. Copy what your Identity Provider (IDP) requires. Make sure the Attribute Mapping matches those provided by Smore.
Click Test and Enable
Once you have finished the process of setting up your single sign-on, you can share the Smore Login URL with members of your team.