2. Explore SwitchBase

Welcome Home, Sierra!

SwitchBase Home is your daily starting point, highlighting your preferred Resources → ex. Unread Chats, Recently Visited tools, and your available Dashboards.

  • Launch Forms by clicking the +Orange Record creation button in the top-right corner.

Dashboards, Chats, and all of your other Resources can be launched at any time from the green Navigation panel. If the panel is compressed, simply click the titles you wish to view → such as Dashboards, Inboxes or Channels.

The Navigation Panel also hosts Search for immediate access.

Check your Notifications from the Navigation panel as well! (Click to learn all about Managing your Notifications.)

Accept or Ignore New Invitations

If you have multiple organizations, open your Manage Organizations list to bounce between them. If you see a number next to Manage Organizations, it means you have Pending Invitations to accept.

To accept new invitations:

  1. Click Manage Organizations as marked above

  2. Accept (or Ignore) your invitation(s)

  3. Open an Organization by clicking Enter >

  4. Undo any Ignored! invitations to recover an Organization

▲ Top

Navigate Dashboards

View & Filter Dashboards

You can open any Dashboard (such as our Event Command Center) from either:

  • The Navigation panel
  • Your Home page from either the:
    • Recently Visited section
    • Dashboards Section

Which Forms Feed your Dashboards?

  • Use the Home view's Dashboard tiles to learn which Forms are adding records to a Dashboard. For example:

    • This Event Command Center pulls Records from the Event controller and the Issue Form
    • The Lost & Found Dashboard pulls records from the Found and Missing Item Forms
    • This Magic Moments & Budget Dashboard pulls records from the Magic Moments Form

Open Events

Open Events by simply picking them from the Event Controller's drop-down list.

The Date Range filter impacts how far back your list will be displayed. For example, select 60 days, and all events from the past 60 days (and events 60 days in the future) will appear.

Jump quickly to Active events by:

  1. Clicking the green Active button

  2. You'll pop immediately to your Active event

  3. Advance your event by clicking through the Event Markers

New feature to advance Event markers coming soon.

Select & Clear Filters

To select and filter Events and Issue Records:

  1. Click the Date Range filter:

    • Flick between 30-365 Days to eye the changes
    • Select the All Data option (and try step 2)

  2. Click your available filters:

    • A. Event Controller → ex. filter by Event
    • B. Department → ex. Security, Medical, Custodial . . .
    • C. Issue Status → ex. Closed

  3. Select X Clear Filters:

    • Remove all filters, including the Event filter

Search the Navigation Panel

To quickly search for Resources in your Navigation panel — including Forms, Dashboards, Chats, Roles and more:

  1. Click the Search icon

  2. Enter a few Letters to start populating the Results list → ex. Lost

  3. Pick from the list → ex. Lost & Found

Alternative

  • Select Ctrl k to start a Search

Customize SwitchBase Panels

Pin Dashboards & Chats

Use Pins to declutter your Navigation panel:

  • Pin desired Dashboards and Chats → sending them to the top of the list
  • Reorder them → by dragging their Waffle handles up or down
  • Make hidden items visible → by clicking Show more

To pin and unpin your Navigation panel's Dashboards & Chats:

  1. Hover over any Dashboard (or Chat) to reveal its Pin → ex. Game Day Information_

  2. Click the Pin!

  3. Pin additional Dashboards (or Chats)

  4. Click and drag the waffle icon up or down → to reposition

  5. Reverse the process above to remove your Pins

Show more / Show less

  1. Click the Show more → to display the unpinned items

  2. Select Show less → to minimize the list

Collapse the Navigation Panel

To see more of your Dashboard's workspace, collapse the Navigation panel:

  1. Click the Collapse/Expand icon → to make the 'Navigation panel' go away!

  2. Click the Collapse/Expand icon → and pop open the panel

Alternatives

  • Click Ctrl B to Collapse/Expand the Navigation panel
  • Use the Toggle Sidebar left-right arrow ↔ to drag the Navigation panel in and out

Expand the Create Record Panel

Drag the splitter bar left or right to resize the Create Record panel.

▲ Top

Manage the Notifications Panel

Manage and organize your Notifications in your personal Notifications Center.

To open the Notifications Center:

  1. Click the Notifications tab

  2. React to your Notifications → ex. Open, React & Mark as read

  3. Close the Notification Center with the X or by selecting the Notification tab again

Types of Notifications

Notifications can come from your Organization's Chats, Records, and Inbox.

  • A. Counter → number of unread Notifications
  • B. All → display All Notifications
  • C. Unread → show only Unread Notifications
  • D. Chat → filter for Chats only
  • E. Records → filter for Records only
  • F. Inbox → filter for Inbox/SMS messages only

Notification Tools

There are a half-dozen tools to help you manage your Notifications

  • A. Mark all as read → close out your unread Notifications in one click
  • B. Settings → decide which notifications you wish to receive (see Notification Settings)
  • C. X → close your Notifications panel
  • D. → Open → go to the selected Notification
  • E. Mark as read → close a specific Notification
  • F. Closed/reopen → click to mark as unread

Notification Settings

Switch the following settings on or off

  • A. Push notifications → push notifications to your Mobile App
  • B. Chat messages → receive chat notifications
  • C. Inbox messages → receive inbox message notifications
  • D. Record created → receive notifications when records are created
  • E. Resource shared → receive notifications as new Resources are shared

After you make changes to your settings, click Save Changes!

Mobile Notification Center

  • Learn all about notifications in your Mobile App

▲ Top

User Menu Options

The User Menu lets you switch between Light & Dark Mode, Contact Support, Refresh your account’s pages, access your Account Settings, and Sign Out, all from the convenient menu at the bottom of your Navigation panel.

Switch Dark & Light Modes

In semi-dark Command Centers, Dark Mode is the way to go.

  1. Click the User Menu → and pick Dark Mode

  2. Open the User Menu again → to switch back to Light Mode

Contact Support

Consider Chat support

  • Many Organizations use SwitchBase Chat for support.
  • Click the Support conversation to ask your question

  • Ask your Representative about this option

SwitchBase support is a click away:

  1. Click the User Menu → and pick Contact Support

  2. Use any method to get help

    • Our Resource Center can answer nearly any question
    • Email support is available for questions and non-urgent issues
    • Phone or Text if it's urgent!

Refresh your Account’s Pages

Things feel a bit slow? Has SwitchBase been sitting idle for a long time?

Then Refresh!

  1. Click the User Menu → and pick Refresh Account

Same as Refreshing any Browser page

  • 'Refresh Account' is the same as refreshing a page in your Browser.

Sign out

For your security (and that of your venue), Sign Out at the end of each session.

  1. Click the User Menu → and pick Sign Out

▲ Top

Admin Tools

Admin menu access depends on the Privileges set in your Role. Without the proper Privileges, many — if not all — of Admin menu tools will be hidden.

If your Organization designates you as a SwitchBase personnel Access Manager, a Resource Creator/Editor, or a system-wide Admin, you will see the relevant tools in your dropdown menu.

The Admin tools serve as the core building blocks of the SwitchBase platform, allowing you to tailor SwitchBase to your needs:

Check out these How-to Guides to learn all about each option:

  • Forms → create and edit your Record collection tools
  • Roles → limit or expand Admin menu access to your organization's leaders
  • Groups → organize your users into efficient Groups or teams
  • Users → invite, manage, and update your SwitchBase users
  • Public Links → generate links or QR codes to enhance your Record collection
  • Workflows → design system integrations and operational workflows
  • Org Resources → manage your resources, including Groups, Dashboards, and Chats
  • Organization → create or update your organization settings

Access Your Admin Tools

To access the available options:

  1. Click the Admin menu

▲ Top

Explore Chat, SMS, Notifications & Mobile App

Learn all about Chat, SMS and Notifications in separate articles:

▲ Top

2. Explore SwitchBase