Introduction
For administrators new to Ooooby, accessing the admin dashboard is a critical first step in managing the system efficiently. This process involves a few key steps: being added as a customer in the system, having your roles updated, and creating a password.
Below, we detail each of these steps to help you get started quickly and securely.
1. Add Yourself as a Customer
To gain initial access to the system, you must first be registered as a customer.
For New Hubs: The assistance of an Ooooby team member is necessary for the first admin user to be added as a customer.
For Existing Users: Once the first admin is set up, they can add subsequent admin users themselves.
Steps:
Navigate to the 'Add Customer' section.
Enter the individual's email address, name, and one telephone number (typically a mobile number).
Click 'Create Customer'.
2. Update Your Access Roles
Having the correct roles is essential for full functionality within the admin dashboard.
Steps:
Use the search field to find the person you're adding by typing their name, address or email address. Matching names will appear after typing three characters.
Access their customer overview, go to 'Details', then click 'More Options' and select 'Edit Roles'.
Choose the necessary roles for full access.
3. Create Your Password
To ensure secure access, setting up a strong password is crucial.
Steps:
In the Customers Overview, navigate to 'Customer Details', press 'More Options', and choose 'Edit Details'.
Select 'Reset Password' to initiate a password reset email.
Follow the link in the email to the login page, where you will enter your new password.
Secure Login Practices
When logging in, especially on trusted devices, you might consider selecting the 'Remember me?' option to save your login information for future access. However, remember that the admin dashboard contains sensitive customer information, so it's important to use this feature wisely to prevent unauthorised access.
Navigating to Your Admin Dashboard
After logging in, you can navigate to the 'My Account' tab to change your password if needed. Look for the small green 'Admin' link at the top right of your dashboard to access your admin page, where you will re-enter your email address and password for access.
Conclusion
By following these steps, you'll be able to access and utilise the admin dashboard effectively, ensuring you can manage your hub's operations smoothly.
Always remember to follow best practices for secure login to protect sensitive information.