Administrative Dashboard

If you are using your act! database with administrative rights you are able to use the dashboard

In the administrative dashboard you can get information about the latest user log-ins and the remote database status, if you activated the synchronisation. The dashboard will give you a overview across three parts:

  • status of the users
  • sync status of the remote databases
  • information of the remote databases

The first one is useful for the administrator to see the login status of the users. He can see which user is logged in or logged out. This feature only makes sense if you’re using a multi-user database. The other two functions are only useful if the remote sync of databases is used in your main database.

But what if you have more users ? Then the use of the first feature is quite important.
If you’re also using remote databases, the dashboard should be an essential part of Act! for you.

How to use the cockpit:

dashboard in cockpit

On the left side of Act! you can see the navigation bar where you can switch to contacts, companies and for example the cockpit.
You can find the dashboard marked yellow in the upper picture.

If you’re clicking on the dashboard button you will find a dropdown menu on the top of the window. If you want to get to the administrative part of the dashboard you have to choose, like the name says, the administrative dashboard.
Now you can see the overview over the three main parts.

By clicking on the filter button above every part you can filter the users you want to see in the administrative dashboard.

If you have done your configuration it can look like this example of the demo database:

administrative overview

If you want to manage the remote databases you can also use the filter option. This time you can use the name of the database to filter them.

In theory you have the possibility to filter the login information to special users. We don’t recommend that because the useful overview over all users is lost.
It’s much better to leave the standard settings as they are. For an administrative user a good overview is the best way of administration.

If you have to manage a database with enabled synchronisation, it’s very important to have the opportunity to watch the remote databases and their sync.
You can react early enough if a sync isn’t working or a user forgets to sync the database.

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