Welcome Team Admins!
As a Team Admin, you are able to:
- Monitor Team Dashboard
- Manage Team Account Profile
- Manage Users and Licenses
- Manage Outcome Chains Inventory
- Manage Template Category Structure
- Manage Graphics
- Monitor Insight Views
To get to the Admin Portal, click on your team name located in the upper right corner of the screen and select Admin from the drop down menu.
How to Monitor Team Dashboard
The first thing you’ll see when you’re in the Admin Portal is the Admin Navigation Menu to your left and a Dashboard to your right.
Let’s take a closer look at the Dashboard.
Up top you can track the # of outcome chains, # of templates, # shared outcome chains, and # of users in your team. Down below you can see a chart of user activities, which includes:
- OCs created
- OCs shared
- OCs updated
- Total OCs viewed
- Unique OCs viewed
How to Edit and View the Users Activities Report(s)?
To edit the date range, select from the drop down menu to the right and click run to update the chart.
Click on the chart area to view the detailed report.
Finally, to edit the chart type, hover over the icon on the upper left of the chart and click on chart types. Select and click on the chart to see the changes.
How to Manage Account Profile
The Account tab is where you will be able to manage your Team’s settings for:
- Account Profile
- User Registration
- Chain Configuration
1. Let’s take a look at the customizable fields within the Account Profile settings.
Team Name: Click on the pencil icon to edit your Team Name.
Team Email Domain Setup: Prevent users from other teams to register in your team by setting your team’s dedicated email domains. Click on the green button to add an email domain. Enter an email domain and click to save. Continue to add as many email domains as needed. If you need to edit or delete an existing email domain, click on the pencil icon to make your changes.
Team Copyright Notice: Click on the pencil icon to add a copyright notice. The text will appear on your copyrighted Links.
Team Date Scrubbing: This setting is mainly for UAT purpose. When conducting UAT, turn this setting to “OFF” to make your actual data available in QA/test environments.
Team Introduction Video URL: Click on the blue edit button to upload your team intro video.
Default Templates & Menu Order: You have the ability to select one or more templates to be used as your team’s Starter templates. These templates will appear when the user clicks on “Create My OC” and selects Starter Templates. Each template can have a unique Link Row structure to accommodate different sales methodology or customer scenario. For example, templates can be established for outcome based selling, challenged based selling, or an existing methodology to conduct a solution assessment workshop.
Click on the green button, select one or more templates by checking the box next to it, scroll to the bottom, and click Done to save. Selected templates will appear in the Default Templates & Menu Order screen.
*If you want to delete a starter template, hover over the name of the template and click on the X to delete.
**If you want to rearrange the order of the templates, click on a template and drag to your desired position.
Link Row Description: After you’ve selected your Starter Templates, you can enter the link row descriptions here. These descriptions will appear when a user clicks to open an outcome chain. Click on the green button to add a new description. Click on the pencil icon to edit an existing description. Click on the “x” icon to delete a description.
2. Now let’s move onto User Registration.
Share any of these URLs to allow internal users to self-register for access to your team. Note: Each URL is unique to a license type.
3. Chain Configuration
Show owner name in chain tile image: Turn this feature on if you would like to display the OC owner’s name in the chain tile image, which appears on the homepage and in my rooms. Turn this feature off if you want hide the owner’s name.
The example below is showing the owner name in the tile image.
Show storyline links only by default in Present mode: Turn this feature on if you wish to make this a default setting at the team level.
The example below is showing all the links in the chain, not just those that are assigned to a storyline.
Open all OCs in Present mode by default when they are opened through My OCs: Turn this feature on if you wish to make this a default setting at the team level.
You have the option to enable or disable sign up requests for your team.
Salesforce Integration: Click on the “Setup” button to explore your options for Salesforce integration. You can choose to do the integration from Salesforce or from Outcome Chains. Click on the “Learn How” button to read the tutorial before you proceed with the integration. Please note that we are more than happy to help you integrate Outcome Chains with your Salesforce. Contact us if you would like to set this up.
SAML Integration: Click the “Setup” button to explore your options for SSO/SAML integration. Contact your CSM for additional information.
6. API Configuration gives you the ability to access Outcome Chains Consumption APIs.
This feature can be used to integrate consumption data with your own data analytics system. Click here to learn more about Outcome Chains APIs.
7. Security: Refer to this section to configure your security settings.
How to Manage Users and Licenses
The Users & Licenses tab is where you can view your team’s license summary, manage your team’s users and licenses, upload users using files, and create & manage user tags.
Adding users to your team: There are 3 ways to manually create or add a new user to your team.
- Create user: click on the “Actions” button and select “Create User” to create a single user.
- Assign user to team: Click on the “Actions” button and select “Assign User to Team” to add an existing user to your team. An existing user is a user who already belongs in another Outcome Chains team.
- Upload users using files: If you need to add lots of new users, select the “Upload Users Using Files” option to create users in bulk.
1. Click on the “Actions” button and select “Create User” to create a single user.
2. Click on the “Actions” button and select “Assign User to Team” to add an existing user to your team. An existing user is a user who already belongs in another Outcome Chains team.
3. If you need to add lots of new users, select the “Upload Users Using Files” option to create users in bulk.
User Profile: When creating a new user, you will need to set up the user’s profile. The mandatory fields are self explanatory. Let’s take a closer look at some of the optional fields.
A. License Effective Period: Set a date range if you wish to grant this user access to your team for a limited period of time. Use this feature to give your partners, temporary employees, or consultants access.
B. User Tags: Assign this user to one or multiple tags.
C. View Activity Report: Grant this user access to the activity report. This user will be able to access the activity report from their home page.
Disable/Remove User Access: There will be times when you will need to disable a user or remove their access from your team. There are different ways to remove a user’s access depending on whether they belong mutiple Outcome Chains teams. There is a column next to the username called, “Multi-Team”. If this is set to “Yes”, it means that the user belongs to more than one team. If this is set to “No”, it means the user is only part of one team.
To disable a user belonging to one team, click on the username, change their License Type to “Disable”, and save your changes. This will immediately remove the user’s access to your team.
To disable a user belonging in multiple teams from your team, check the box next to the username, click on the Actions button and select “Unassign”. Be sure to confirm your changes. This will disable the user’s access to your team.
Managing Basic Trial Licenses and License Upgrade Requests
New Basic license users created through room invitation or registration URL will be given access for a trial period. The trial period is defaulted at 7 days. (The trial period can by modified by the OCI team upon request.) The user can request for permanent access prior to the trial expiration period. It is up to the admin to approve/deny the request.
Existing users with a permanent license can also request for a license upgrade. A Basic license user may request for an Advance license, an Advance license user may request a Pro license, etc. It is up to the admin to approve/deny the request.
Click on on the individual username or the Actions button and select Approve/Deny… to grant individual access.
To auto approve ALL license upgrade requests, make your selection under “User Settings”.
User tags is a great way to group and identify users. Sample tags:
- Product Group
- Department (Marketing, Sales, Sales Ops, Product, Support)
- Roles (Exec, Sales VP, Sales Directors)
How to Manage OCs
The Manage OCs tab is where you can manage your outcome chains inventory.
At the bottom of the page is where you can see how many outcome chains belong to your team.
Use the search feature to help you look up Outcome Chains and you can check the “Template Only” box if you want your search results to only include outcome chain templates.
How to Change the Owner of an Outcome Chain:
As the Team Admin you also can change the owner of any outcome chains.
1. Select and check the box next to the outcome chain, click on the green “Action” button and select Change Owner.
2. In the “Select An Owner” window, search, select a new owner, and click “Save changes” to save your changes.
How to export data under “Manage OCs”?
There may be times when you will need to be able to access a list of OCs that belongs to your team. Under the “Action” button, there will be an option for you to download a CSV file.
How to Manage Categories
The Categories tab allows you to manage and create new categories and sub-categories for your team’s outcome chain templates. You can also share the outcome chain template categories with other teams.
How to Add a New Category (for OC Templates):
To add a new category, enter the category name, and click to Add.
To edit or delete a category, hover over the category name, click on the pencil icon, and make your changes.
To create a sub-category, click on the category, and drag it to the correct spot.
How to Share a Category:
To share a category with another team, hover over the category name, click on “Share”, enter the team’s name, click to Add, and click Done to save. The category will now be marked as “Shared”. You can share this category with as many teams as you’d like. However, you can only share with Teams that are also using Outcome Chains.
How to Remove a “Share”:
To remove a share, select the category, click on Shared, click the X next to the team’s name and click Done to save.
How to Manage Graphics
The Graphics tab is where you can upload outcome chain background images, room backgrounds, and outcome chain tile graphics.
This is a great branding opportunity for your team. You may choose to upload images that contains your company logo. Uploaded images will be added to your team’s image pick list and can be seen and used by everyone on the team.
How to Upload Graphics:
Select from the navigation menu where you want to upload an image, click on the green button, select a file, and click to save your image.
How to Delete Uploaded Images:
You can delete uploaded images at any time. Click on the Edit button above the image and click the red button to delete.
Alternatively, the quickest way to delete more than one uploaded image at a time is to check the box next to the images that you want to remove and click the trash icon in the upper left corner to delete.
How to Monitor Insight Reports
In addition to the Dashboard, the Insights tab is where you view the OC Activities Report and Login Report.
First, let’s take a look at the Activities Report. You can see who’s creating outcome chains, who’s editing outcome chains, who’s sharing outcome chains, and so on. By default, the report will show data from the last 7 days.
To edit the date range, manually enter it here, and click “run” to update the report.
To export the report, select a file type from the drop down menu and click “Export”.
Now let’s take a look at the Login Activities Report. You can see who’s logging into the Outcome Chains Application and how often they are logging in. By default, the report will show data from the last 30 days.
Salesforce Integration: Installation Instructions
Please find the installation instructions in the PDF file below:
Salesforce Integration: What to Expect After Installation
Once you install the Outcome Chain’s Salesforce package, you’ll see 2 to 3 new tabs in Salesforce depending on your license type.
The user with the Builder or Player license will see the following tabs:
My Outcome Chains
Outcome Chains Templates
The user with the Admin license will see the following tabs:
My Outcome Chains
Outcome Chains Templates
Outcome Chains Admin
My Outcome Chains
Under the My Outcome Chains tab, you will see a complete inventory of all of your OCs. From here you can click on the chain name to see the OC details.
Then you can also click on the URL to view the OC itself.
Outcome Chains Template
Under Outcome Chains Templates, you can view all of the OC templates published by your team. From here you can click on the template name to see the OC details.
Then you can also click on the URL to view the OC template.
Outcome Chains Admin
Under Outcome Chains Admin, you can perform admin duties like syncing Outcome Chains to Salesforce.
Under the Opportunities tab, you’ll be able to associate Outcome Chains to your opportunities.
First click on the opportunity:
Next, click on “Add Outcome Chain”:
Then enter a Chain name or hit “Search” to pull up a list of your OCs. Then add the OCs to your opportunity (click on one or more) and hit OK:
Finally, you will see that the Chains you’ve just added are in the Opportunity.
If you are interested in this integration, please check out instructions on how to install the Outcome Chains Salesforce package from the Help Center.
Templates: How to assign edit access
Allow other team members (Admins & Builders) to edit an OC template when they are not the owner.
From the Home Screen > Share the OC > Who has access > + Add Users > Enter Names or email addresses >ADD TO EDITOR LIST > Click “SAVE”