2. Explore SwitchBase

Welcome Home!

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.

About the Navigation Panel

  • 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 Ask AI and AI assisted Search. Use Ask AI to have a conversation with your data — launch it from the Sparkle in the Navigation bar or with Cmd+K for Mac / Ctrl+K in Windows. (Learn the details in our AI Auto-Fill & Ask AI Quickstart article.)

  • Knowledge Base lets you build your venue's Standard Operating Procedures (SOPs) into a searchable, always-updatable resource — and pairs with Ask AI to surface insights across your SOPs, incident records, and SwitchBase support docs. (Learn all about it our Knowledge Basic Guide.

  • Check your Notifications from the Navigation panel as well! (Click here 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

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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

Form Data will populate 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

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

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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.

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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

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User Menu Options

The User Menu lets you switch between Light, Dark & Org Modes, 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.

Themes → Dark, Light & Org Modes

Light Mode is the default setting. However, in semi-dark Command Centers, Dark Mode is the way to go.

  1. Click the User Menu → Themes → Dark

  • Org mode is normally the branded color of the Organization to which you belong
    • The image below displays the world-famous Thunderhawk branded blue (#3783BE)

  1. Click Themes → Org

  2. Open your Themes again → and switch back to Light

    • Welcome back to the traditional SwitchBase Nav. Bar Green

Branded Org Color Codes

  • An organization can ask to change the Org color to it's branded choice

    • Visit our Organization Guide to see how branded colors are applied

  • For reference, here's a few color ideas with the Hexadecimal (Hex), RGB, and HSL, color equivalents:

ColorHexRGBHSL
SwitchBase Branded Green#52C3BD82, 195, 189177, 49%, 54%
SwitchBase Sidebar Green#297F7941, 127, 121176, 51%, 33%
New Green#297F7A41, 127, 122177, 51%, 33%
Flare Orange#F06322240, 99, 3419, 87%, 54%
Signal Blue#B7E4F4183, 228, 244196, 73%, 84%
Carbon Black#3D3D4161, 61, 65240, 3%, 25%
University Blue#002E5D0, 46, 93210, 100%, 18%
University Red#BE0000190, 0, 00, 100%, 37%
Thunderhawk Events Blue#3783BE55, 131, 190206, 55%, 48%

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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

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Admin Tools

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

Access to the Admin menu depends on the Privileges set in your Role.

  • Without the proper Privileges, many — if not all — of Admin menu tools will be hidden

Check out these Guides to learn all about each option:

  • Data Explorer & CSV → view, filter sort, and import & export your data with CSV files
  • 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
  • Landing Pages → 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

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Explore Chat, SMS, Notifications & Mobile App

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

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2. Explore SwitchBase