After receiving an invitation to an admin account you can login to your company’s new portal. At first, your portal has Zoined's default settings on.
As part of the preliminary setup you should consider the following:
Create teams with specific permissions (eg each sales are or store can have their own team)
Invite new users
Adjust general settings, such as time zone (see instructions below)
Start creating dashboards and reports, and setting up email reports and alerts
When you have some reports set up, consider organizing them in folders
Read, and share with users the general user instructions (filtering, drilling down, sharing settings etc.) and/or watch our series How to Zoined
Book a sparring session to create the best reports
To change these settings navigate to the left panel-> Settings
As an admin you can edit:
Company general settings, such as language, first day of week, date and number formatting, time zone and temperature unit.
You can set up business hours (to support AI forecasts in Pro version), or you can add your Google business URL's for each location to retrieve google business opening hours automatically. Read more about data enhancement actions: https://help.zoined.com/en/articles/10575970-manual-data-uploads-edits
Analytics defaults
Default dashboard settings
What time selection is shown, which KPI's and which charts
Default filters (remove eg. a closed store or shipping revenue by default from all reports, you can always disable the default filter for any individual report)
Analytics library - diable some of the default reports, to clean up the view, if they are unnecessary to your organisation
Configuration:
Rename, reorganize and hide/unhide all relevant time periods, metrics, groupings and filters
Other things admins can do:
Email report subscriptions