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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.

Dashboards, Chats, and all of your other Resources can be launched at any time from the green Navigation panel or 'panel' — which also hosts a Search tool for immediate access.

Launch Forms by clicking the +Orange Record Creation button in the top-right.

Home

Accept or Ignore New Invitations​

If you have multiple organizations, use the Manage Organizations panel to bounce between them. If you see a number next to Manage Organizations, it means you have Pending Invitations to accept.

Select Organization

To accept new invitations:

  1. Click Manage Organizations as marked above

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

    Accept ignore

  3. Open an accepted Organization by clicking Enter >

  4. Undo any Ignored! invitations to recover an Organization

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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 Pick
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

tiles

Open Events​

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

alt text

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 (or events 60 days in the future) will appear.

date range

Jump quickly to Active events by:​

  1. Clicking the green Active button

    green

  2. You'll pop immediately to your Active Event

    Open

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

      Clear Filter

Manage the Navigation Panel​

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!

    Pin

  3. Pin additional Dashboards (or Chats)

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

    waffle

  5. Reverse the process above to remove your Pins

Show more / Show less​

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

    Show more

  2. Select Show less → to minimize the list

    Show less

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

    Search

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

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

    Enter a Few Letters

Alternative
  • Select Ctrl k to start a Search

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!

    Collapse

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

    Expand

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

Toggle

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User Menu​

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.

Menu

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

    Dkt

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

    User Menu options

Contact Support​

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

alt text

  • 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!

    Support

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

    Refresh

Same as Refreshing any Browser page

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

    Refresh

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

    Sign Out

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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.

admin all

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

    alt text

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Explore Chat, SMS & Notifications​

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

Mobile App Guide

Explore the Mobile App Too​

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