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Admin Portal How-Tos (admin.sitemetric.com, Tableau & SimpleTexting)

Step-by-step procedures for admin.sitemetric.com, Tableau, and SimpleTexting user, site, and group management

Table of Contents

SimpleTexting

Adding a Team Member (SimpleTexting)

Creating Lists(SimpleTexting)

Texting Templates(SimpleTexting)

Uploading Contacts

Sending a Mass Text

Tableau

Creating Customer Groups (Tableau)

Adding Groups (Tableau)

Sitemetric Platform

Adding a Site (admin.sitemetric.com)

New User Creation (admin.sitemetric.com)

Renaming a Site (admin.sitemetric.com)

Client Portal:

Dowloading Reports from Platform: Step-by-Step Guide for Clients

AppRiver

*Creating a new Sitemetric Email*

Create a Sitemetric Email

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Site Photos

Put a customer logo if no site photo is provided

Time Zones

America/New_York

America/Denver

America/Los_Angeles

America/Chicago

Table of Contents

Adding a Worker

Follow these steps when adding a new worker to the admin.sitemetric portal. *What is the difference between workers and users?*

1. Click "Admin" tile

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2. Click "All Workers" tab

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3. Click "Add" button

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4. Enter Worker Information

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Adding a New User

Follow these steps when adding a new worker to the admin.sitemetric portal.

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Setting up a new user:

  1. Setup new user in admin.sitemetric.com
    1. Confirm which site user will have Sitemetric portal access to (Tableau view for all or select sites).
  2. Add new user Sitemetric Portal Login Credentials to this page Login Credentials (SMP, Displays, Tableau, etc)
  3. Test that BOTH the new users Sitemetric Portal Tableau login credentials work sending the New User their login credentials email. The Tableau login credentials may take up to 3 hours to populate – but they Tableau login credentials should work within 6 hours – if the tableau login credentials dont work within 6 hours, then contact CTO.

AND

BEFORE

  1. When testing if the New User's Tableau login credentials are working you:

MAKE SURE

  1. Log out of Tableau (because when you click on the Tableau Tile in the Sitemetric Portal, it will pull out whatever Tableau account you have logged into on your computer; OR
  2. you can test the New User's Tableau login credentials by opening up an "Incognito Page" in your web browser
  3. Send the New User the below email and CC: brian@sitemetric.com
  • EMAIL SUBJECT LINE: SITEMETRIC // INSERT NEW USER COMPANY NAME* // Sitemetric Platform Login
  • CC: brian@sitemetric.com*
  • INSERT NEW USER NAME*

Your Sitemetric Platform login for your *INSERT NEW USER COMPANY NAME* ****projects is ready to go. To login, please use the following credentials:

Go to: https://go.sitemetric.comUsername: *INSERT NEW USER LOGIN NAME*Password: *INSERT NEW USER LOGIN NAME***Tableau: You can use the same credentials above to login to Tableau (if prompted)*

If you have some availability, it would be great to meet for about 15 to 30 minutes to walk through the Sitemetric Platform. As we continually release new product updates — please do not hesitate to let us know if there are any additional features/reports that might help you and your team.

Thank you,

  • *INSERT YOUR NAME***

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Display Type User

This is for the 43" monitors that go in the construction trailer, etc. You will be creating a new Sitemetric Portal user that will be used for the purpose of the displaying the Tableau dashboard.

1. Go to [admin.sitemetric.com](http://admin.sitemetric.com/)

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2. Click on Admin tile

3. Click on "All Users"

4. Click on "+ Add New User"

5. Enter Field Values:

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5. Enter Field Values (cont.):

6. Click "Submit"

7. Save the login credentials – example shown below

8. Add these login credentials to: [Login Credentials (SMP, Displays, Tableau, etc)](https://confluence.sitemetric.com/pages/viewpage.action?pageId=951156)

9. Typically, the Sitemetric data should populate the new user created immediately. But it takes at least 3 hours for the Tableau data to start populating. If 8 hours passes and no Tableau data surfaces with the new user created, then reach out to the Chief Technology Officer to see what data is not populating to validate the new user creation is populating correctly.

When a site is renamed in the Admin Portal, it will break the SimpleTexting connection. This is due to the SimpleTexting's API not providing UUIDs for each list. Steps are as follows

  1. Pause creating new Workers or assigning workers access to the site to be renamed.
  2. Login to the Admin Portal
  3. Rename site in Admin Portal
  4. View the site's details and note the SimpleTexting card
  5. Login to SimpleTexting
  6. Rename contact list to match #4
  7. (optional) Run the readd texting --site=  to sync the contact list
    1. Located here https://gitlab.sitemetric.com/sme/libsitemetric/-/blob/master/cmd/readd/main.go

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Adding New Groups

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Assigning Permissions 1

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Assigning Permissions 2

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Otto: The process for creating new customers is more than just a single step due to Tableau access controls and silos of data on a per customer and per site basis. This guide will walk you through creating a customer start to finish

  1. Login to the Admin Portal
  2. Create the new customer where you need to provide the name of the company
    1. Shouldn't include LLC or Co type suffix
    2. Direct link https://admin.sitemetric.com/customers/all
    3. A LDAP group will automatically be created
  3. Login to Tableau
  4. Add a group from Active Directory
    1. The group name will be prefixed with "tableau-" and spaces replaced with "-" and in all lowercase
    2. Direct link https://tableau.sitemetric.com/#/groups
    3. Video: Tableau-AddingLdapGroup.mp4

Tableau-AddingLdapGroup.mp4

  1. Add permissions to the new group to the Core OnSite Dashboards
    1. Your browser does not support the HTML5 video element

Screen Recording 2021-06-10 at 2.16.36 PM.mov

Naming Lists: GC NAME -- SITE NAME -- LIST NAME

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PowerPoint

20210506_Sitemetric_Mass_Texting_Custom_List_Creation.pptx

PDF

20210506_Sitemetric_Mass_Texting_Custom_List_Creation.pdf

Creating Texting Templates

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Here are the steps for each subscriber to add templates:

  1. Log in and click the small circle next to 'Campaigns' on the left side toolbar.
  2. Click the 'Ribbon' icon
  3. Click 'Add template'
  4. Type your template name and template text. Click 'Add template' when finished
  5. You will now see your template added to the list.
    1. To add more templates, click 'Add template' and repeat
    2. To insert a template into a message, click on the message
    3. To exit, click the 'X' on the top right

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Powerpoint

2020604a_Sitemetric_Mass_Texting_Template_Steps.pptx

PDF

Sitemetric_Mass_Texting_Template_Steps.pdf

Sitemetric_Mass_Texting_Steps_2022_04_29.pdf

New Sitemetric Email (When not adding to Slack)

Subject: Sitemetric Email // *FIRSTLASTNAME*

Body: Hi *WORKER_NAME*, Your Sitemetric email is ready for you to set up.

Email:

  1. Go to https://portal.office.com
  2. Enter your email: *NEW_EMAIL*
  3. Click ‘Next’
  4. Enter your temporary password: *PASSWORD*
  5. Once you have logged in, click the gear icon in the upper right corner
  6. Click ‘Change your password —›’
  7. Follow the prompts to set up a new password

If you have any issues getting this all set up let me know. Great to have you on board!

YOUR NAME*

20210506_Sitemetric_Mass_Texting_Custom_List_Creation.pdf

20210506_Sitemetric_Mass_Texting_Custom_List_Creation.pptx

Naming Lists: GC NAME: SITE NAME - LIST_NAME

Sitemetric_Download_Reports_Steps.pdf