🎯 Dashboard User Guide

Welcome to your command center! This guide shows you everything about managing your employee recognition program through the admin dashboard. No technical expertise needed - just enthusiasm for celebrating your team! 🎉

🏠 Welcome to Your Dashboard

What Is the Dashboard?

Think of it as your mission control!

The dashboard is where you:

• 🎨 Create beautiful recognition campaigns
• 👥 Manage your employee database
• 💬 Moderate comments and engagement
• 📊 Track participation and analytics
• ⚙️ Configure settings and preferences

Access it at: dashboard.emanategreat.com 

🚀 Getting Started

First Login

Logging in for the first time:

1. Go to dashboard.emanategreat.com 
2. Enter your work email and password
3. Click “Log In”

Don’t have an account?

• Contact your HR administrator or account manager
• They’ll send you an invitation email
• Follow the link to create your account

Forgot password?

• Click “Forgot Password?” on login page
• Enter your email
• Check inbox for reset instructions
• Create a new password

What You’ll See

After logging in:

Main sections:

• 🏠 Dashboard Home - Overview and quick stats
• 🎯 Campaigns - Create and manage recognitions
• 👥 Employees - Your team member database
• 💬 Pending Comments - Review and approve feedback
• 👤 Users - Manage dashboard access
• ⚙️ Settings - Configure your system

Navigation tips:

• Click section names in the sidebar
• Use search bar at top for quick finds
• Look for “Create” or ”+” buttons to add new items
• Most pages have help icons (?) for guidance

🎯 Campaigns: Creating Recognitions

What Are Campaigns?

Campaigns are recognition presentations - the beautiful displays celebrating your employees!

Creating Your First Campaign

Step-by-step:

1. Click “Campaigns” in sidebar
2. Click “Create New” or the ”+” button
3. Choose recognition type:
   • Employee of the Month
   • Promotion
   • Team Achievement
   • Work Anniversary
   • Custom Recognition
4. Select employee:
   • Search by name
   • Browse by department
   • Select from list
5. Fill in details:
   • Title: Recognition type
   • Achievement: What they accomplished
   • Message: Congratulatory note
   • Photo: Upload professional headshot
6. Choose template:
   • Standard, Video, or Custom
   • Pick what looks best!
7. Set options:
   • Duration: How long to display (1-4 weeks)
   • Comments: Enable/disable
   • GIFs: Enable/disable
8. Preview - See how it looks!
9. Publish - Make it live! 🚀

Takes 15-30 minutes for your first one!

Campaign Best Practices

Writing effective recognitions:

Make it specific:

• ✅ “Sarah’s leadership increased team productivity by 35%”
• ❌ “Sarah did a good job”

Include impact:

• ✅ “Mike’s new system saved $50K annually”
• ❌ “Mike created a system”

Be authentic:

• ✅ Write genuine appreciation
• ❌ Use generic corporate language

Keep it concise:

• 50-150 words for descriptions
• 25-75 words for personal messages
• Focus on key achievements

Managing Campaigns

Campaign list view shows:

• Status (Draft, Published, Archived)
• Engagement metrics (likes, comments)
• Duration remaining
• Quick actions (Edit, Duplicate, Archive)

Common actions:

• Edit - Modify content or settings
• Duplicate - Create similar campaign
• Archive - Remove from active display
• View Details - See full information

👥 Employees: Managing Your Team

Adding Employees

Individual addition:

1. Click “Employees” in sidebar
2. Click “Add Employee” or ”+”
3. Fill in information:
   • Name (first and last)
   • Email (work email)
   • Job Title
   • Department
   • Photo (optional but recommended!)
4. Click “Save”

That’s it! Employee added! 🎊

Bulk Import

Adding many employees at once:

1. Click “Employees” → “Import” or “Bulk Add”
2. Download template (CSV file)
3. Open in Excel/Google Sheets
4. Fill in columns:
   • Name, Email, Title, Department
   • One row per employee
5. Save file
6. Upload back to dashboard
7. Review for errors
8. Import!

Pro tip: Start with 5-10 employees to test, then import the rest!

Employee Management

What you can do:

• Edit information - Update titles, departments, photos
• View history - See past recognitions
• Check participation - Comments, likes, nominations
• Update status - Active, inactive, alumni

Search and filter:

• Search by name
• Filter by department
• View by status
• Sort by recognition history

💬 Comment Moderation

Reviewing Comments

If moderation is enabled:

1. Click “Pending Comments” in sidebar
2. See comment queue with previews
3. Review each comment:
   • Read full text
   • Check appropriateness
   • Verify relevance
4. Take action:
   • Approve - Publish immediately
   • Reject - Remove permanently
   • Edit - Modify before publishing

Most organizations auto-approve to keep engagement flowing!

Moderation Best Practices

What to approve:

• ✅ Positive, celebratory messages
• ✅ Workplace-appropriate content
• ✅ Genuine appreciation
• ✅ Relevant to recognition

What to reject:

• ❌ Inappropriate language
• ❌ Off-topic content
• ❌ Spam or duplicate comments
• ❌ Sensitive information

Moderation tips:

• Review quickly (same day)
• Be consistent with standards
• Edit minor issues rather than rejecting
• Trust your team’s judgment

👤 User Management

Adding Dashboard Users

Inviting new administrators:

1. Click “Users” in sidebar
2. Click “Invite User” or ”+”
3. Enter email address
4. Select role:
   • Administrator - Full access
   • Manager - Create campaigns, view data
   • Viewer - Read-only access
5. Send invitation

They receive email with setup instructions!

User Roles Explained

Administrator:

• ✅ Full access to all features
• ✅ Manage users and permissions
• ✅ Create/edit all campaigns
• ✅ Access all analytics
• ✅ Configure settings

Manager:

• ✅ Create and manage campaigns
• ✅ View employees and comments
• ✅ Limited user management
• ✅ Department-level analytics
• ❌ Cannot change system settings

Viewer:

• ✅ Read-only access
• ✅ View campaigns and comments
• ✅ See basic analytics
• ❌ Cannot create or modify content
• ❌ Limited employee data access

Managing User Accounts

Common tasks:

• Reset passwords - Send reset links
• Change roles - Promote or adjust permissions
• Deactivate accounts - Suspend access
• View login history - Monitor activity

📊 Analytics & Reporting

Dashboard Metrics

Key performance indicators:

Engagement metrics:

• Total likes and comments
• Participation rates
• Comment quality scores
• Peak engagement times

Content metrics:

• Campaign performance
• Template effectiveness
• Recognition frequency
• Employee coverage

Program health:

• Active campaigns
• Employee participation
• Comment moderation rates
• Display uptime

Viewing Reports

Available reports:

• Campaign performance - Engagement per recognition
• Employee analytics - Participation by person/department
• Comment insights - Popular styles, trends
• Time-based - Daily, weekly, monthly views

Export options:

• Download CSV files
• Generate PDF reports
• Custom date ranges
• Specific metrics

⚙️ Settings & Configuration

General Settings

Organization preferences:

• Company name and branding
• Logo and color schemes
• Default templates
• Time zone settings

Display preferences:

• Rotation timing (10-30 seconds)
• Default campaign duration
• Quality settings
• Accessibility options

Comment Settings

Moderation options:

• Auto-approve vs. require review
• Keyword filtering
• GIF restrictions
• Character limits

Engagement features:

• Enable/disable comments
• Enable/disable GIFs
• Allow anonymous comments
• Require comment approval

Authentication Settings

Login configuration:

• Password policies
• Session timeouts
• Two-factor authentication
• Single sign-on (SSO)

🎨 Templates & Branding

Available Templates

Standard Templates:

• Clean, professional layouts
• Photo, name, title, description
• Works on all screen sizes
• Easy to customize

Video Templates:

• Background video with overlay
• More dynamic and engaging
• Requires video file upload
• Best for special recognitions

Custom Templates:

• Flexible layouts
• Brand colors and logos
• Organization-specific styling
• Advanced customization

Customizing Branding

What you can customize:

• Colors - Company brand colors
• Logos - Company logo placement
• Fonts - Typography preferences
• Layouts - Custom arrangements

Branding tips:

• Keep logos subtle (not distracting)
• Use brand colors consistently
• Ensure readability at distance
• Test on different screen sizes

🚨 Troubleshooting

Common Issues

Can’t log in:

• Check email and password
• Try “Forgot Password”
• Clear browser cache
• Try different browser
• Contact HR for account help

Campaign won’t publish:

• Check all required fields filled
• Verify employee exists
• Ensure photo meets requirements
• Check user permissions
• Try saving as draft first

Comments not loading:

• Refresh pending comments page
• Check moderation settings
• Verify user permissions
• Clear browser cache
• Contact support if persists

Display not showing content:

• Check device is powered on
• Verify internet connection
• Refresh display page
• Check device pairing status
• Contact IT for network issues

Getting Help

Support resources:

• In-app help - Click ”?” icons
• Documentation - Full guides available
• Email support - Response within 24 hours
• Phone support - Direct technical help
• HR team - Internal support

📈 Best Practices

Content Strategy

Recognition planning:

• Regular cadence - Consistent schedule
• Diverse coverage - All departments and roles
• Achievement variety - Mix individual and team
• Inclusive approach - Different contribution types

Content quality:

• High-quality photos
• Specific achievements
• Authentic messaging
• Engaging descriptions

User Management

Access control:

• Role-based permissions
• Regular permission audits
• Clear onboarding process
• Prompt offboarding

Training:

• User documentation
• Regular training sessions
• Feedback collection
• Help resources

Engagement Optimization

Encouraging participation:

• Clear guidelines
• Recognition highlights
• Feedback sharing
• Program promotion

Quality maintenance:

• Consistent moderation
• Content standards
• Technical reliability
• Smooth user experience

🎯 Quick Reference

Most Common Tasks

Daily:

• Review pending comments
• Check engagement metrics
• Publish new campaigns
• Monitor display status

Weekly:

• Create recognition campaigns
• Update employee information
• Review participation reports
• Clean up old campaigns

Monthly:

• Analyze program performance
• Plan recognition calendar
• Train new users
• Update system settings

Keyboard Shortcuts

Time-savers:

• Ctrl+S (Cmd+S) - Save draft
• Ctrl+P (Cmd+P) - Preview campaign
• Ctrl+F (Cmd+F) - Search
• Escape - Close modals
• Tab - Navigate forms

❓ Frequently Asked Questions

Dashboard Access

How do I reset a password? Click “Forgot Password?” on login page → Enter email → Check inbox → Follow reset link.

Can multiple people use the same account? Not recommended. Each user should have their own account for security and tracking.

What if I can’t access a feature? Check your user role - you may need Administrator permissions. Contact your HR admin.

Campaign Management

How long does it take to create a campaign? 15-30 minutes for a complete recognition, including photo selection and content writing.

Can I edit a campaign after publishing? Yes! Most elements can be modified, though some changes may require re-approval.

How far in advance can I schedule campaigns? Up to 1 year in advance for long-term planning.

Can I duplicate successful campaigns? Yes! Use the “Duplicate” feature to create similar campaigns with different employees.

Employee Management

What if I don’t have employee photos? You can use team photos, company graphics, or request employees submit appropriate photos.

Can I bulk import employees? Yes! Download CSV template → Fill employee data → Upload → Review → Import.

How do I update employee information? Go to Employees → Select employee → Edit → Update information → Save.

Analytics

How often does data update? Most metrics update in real-time or within 1 hour. Some reports process overnight.

Can I create custom reports? Yes! Use Analytics section to create custom date ranges and filter specific metrics.

How far back does data go? All data is retained indefinitely unless you choose to archive or delete it.

🎉 You’re Ready!

You now know how to:

• ✅ Navigate the dashboard
• ✅ Create recognition campaigns
• ✅ Manage employees
• ✅ Moderate comments
• ✅ Add users and set permissions
• ✅ View analytics and reports
• ✅ Configure settings

Go celebrate your team! Every recognition you create makes someone’s day brighter! 🌟

Questions? Check the FAQ → or contact support!

Want to learn about the kiosk experience? Check out the Kiosk User Guide →!

Quick Start → | Campaign Management → | Best Practices →