Chain Admin users access to the Chain Dashboard area, which provides them with a comprehensive view of their data across all the Organizations they belong to.
The Chain Dashboard area is a powerful tool that allows Chain Admin users to easily manage and monitor their data. It provides a centralized location for relevant information, making it easier for users to stay organized and up-to-date.
Access the Chain
Click your name at the top-right of your screen
Click the dropdown arrow
Select Chain
In the dropdown, you will see all the organization names you have access to, along with your user role for each (Read only, Regular, Admin or Custom).
Organization Data
One of the key features of the Chain Dashboard is the ability for Chain Admin users to view data from all the Organizations they belong to in one place. This includes data such as Bookings, Accounts, Contacts & Tasks.
Chain Sidebar
In addition to viewing data, Chain Admin users also have access to certain chain settings. Some of the chain settings that Chain Admin users have access to include User Management, Fields & Document Templates. By having control over these settings, Chain Admin users can ensure that their experience with the Chain platform is optimized for their needs.
Bookings Contacts Accounts Tasks | Beyond the standard organization features—such as filtering, adjusting columns, saving views, exporting, search bar and arranging sorting—you can select which organization's bookings/Contacts/Accounts/Tasks you would like to view. You can select multiple organizations as needed. By default, you will see "All Organizations" in the dropdown. |
Reports | The following standard reports are currently available at the chain level:
Just like with organization-level features, you can save specific reports after applying your filters, columns, and sorting. This allows you to easily access them later under the Saved Reports tab. |
Settings | The following chain level settings can be managed through here:
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Addons | Clicking the Addons page will open a new window where you can request a new property, SSO, PMS integrations, and much more. |