Company Dashboard

Dashboard Overview

The Company Dashboard is your main workspace within Budgeting Pro. This is where you'll manage your company's orders, budgets, and team members. The dashboard provides a comprehensive view of your organization's spending activities and budget status across all locations.

Key Dashboard Features

  • Real-time Order Tracking: Monitor orders as they flow through your approval process
  • Budget Monitoring: Keep track of spending against allocated budgets
  • Quick Actions: Access frequently used features with one click
  • Notification Center: Stay updated on important events and approvals needed
  • Multi-location Support: Switch between different company locations seamlessly

Available Widgets

Your dashboard includes several widgets that provide instant insights into your company's activity:

Draft Orders Count Widget

  • Purpose: Shows the number of orders synced from Shopify awaiting review
  • What it displays: Current count of draft orders requiring attention
  • Action: Click to view and process pending draft orders
  • Updates: Refreshes automatically as new orders sync from Shopify

Needs Rework Orders Count Widget

  • Purpose: Tracks orders that have been returned for modifications
  • What it displays: Number of orders requiring changes before resubmission
  • Action: Click to review feedback and make necessary adjustments
  • Updates: Updates when orders are sent back for rework

Approved Orders Count Widget

  • Purpose: Shows orders that have been approved and are ready for processing
  • What it displays: Count of orders approved by managers/executives
  • Action: Click to view approved orders and their processing status
  • Updates: Reflects real-time approval decisions

Completed Orders Count Widget

  • Purpose: Displays successfully processed and completed orders
  • What it displays: Total number of orders that have been finalized
  • Action: Click to access order history and completion details
  • Updates: Increases as orders are marked complete in Shopify

Failed Orders Count Widget

  • Purpose: Monitors orders that encountered processing errors
  • What it displays: Number of orders that failed during processing
  • Action: Click to investigate and resolve failed orders
  • Updates: Shows real-time failure notifications

Draft Orders Per Month Chart Widget

  • Purpose: Provides visual trend analysis of order activity
  • What it displays: Monthly breakdown of draft order volumes
  • Features: Interactive chart showing seasonal patterns and trends
  • Benefits: Helps with budget planning and resource allocation

Navigation and Features

Main Navigation Areas

The dashboard provides access to all major system features:

Orders Management

  • View and process all orders from Shopify
  • Manage approval workflows
  • Track order status and history

Budget Management

  • Monitor budget utilization across locations
  • Set and adjust budget limits
  • Generate spending reports

User Management

  • Invite and manage company team members
  • Assign users to specific locations
  • Set role-based permissions and access levels
  • Configure approval hierarchies and spending limits

Reports & Analytics

  • Access detailed spending analysis
  • Generate custom reports
  • Export data for external analysis

Quick Access Features

  • Search: Global search functionality to find orders, users, or budgets
  • Notifications: Real-time alerts for approvals, budget alerts, and system updates
  • Profile Menu: Access account settings, preferences, and help resources

User Interface Elements

Branding

  • Company Logo: Your company logo appears in the header for easy brand recognition
  • Consistent Theme: Teal color scheme maintains visual consistency throughout the application
  • Responsive Design: Works seamlessly on desktop, tablet, and mobile devices

Authentication Features

  • Secure Login: Multi-factor authentication support for enhanced security
  • User Registration: Streamlined onboarding for new team members
  • Email Verification: Ensures account security and proper user identification
  • Session Management: Automatic session handling with timeout protection

Real-time Features

  • Live Notifications: Instant updates when actions require your attention
  • Auto-refresh: Dashboard data updates automatically every 60 seconds
  • Database Notifications: Persistent notifications that remain until acknowledged

Getting Around

Dashboard Layout

The dashboard is organized into logical sections:

  1. Header: Navigation menu, search, notifications, and user profile
  2. Sidebar: Main navigation menu with access to all features
  3. Main Content: Widgets and detailed views for selected functions
  4. Footer: Additional links and system information

Widget Interactions

  • Click any widget to access the related feature area
  • Hover over widgets to see additional details and quick actions
  • Widgets automatically refresh to show current data
  • Customize widget layout through dashboard settings (if available)

Mobile Experience

The dashboard is fully responsive and works on mobile devices:

  • Touch-friendly interface elements
  • Optimized layouts for smaller screens
  • Full feature access on mobile browsers
  • Native app-like experience

Getting Help

  • In-app Help: Access help documentation directly from the dashboard
  • Support Chat: Contact support through the integrated chat system
  • User Guide: Access comprehensive documentation and tutorials
  • Video Tutorials: Watch step-by-step guides for common tasks

Tips for Effective Dashboard Use

Daily Workflow

  1. Check widgets for immediate attention items
  2. Review notifications for approval requests and alerts
  3. Monitor budget status to stay within allocated limits
  4. Process pending orders to maintain workflow efficiency

Best Practices

  • Regular monitoring: Check the dashboard multiple times daily
  • Proactive management: Address issues before they become problems
  • Team communication: Use notifications to stay coordinated
  • Data analysis: Review trends in the monthly chart widget for insights

Customization

  • Configure notification preferences for your role
  • Set up dashboard shortcuts for frequently used features
  • Organize your workflow based on widget priorities
  • Utilize search and filters for efficient navigation

Company User Management

User Management Overview

As a company user with appropriate permissions (CompanyAdmin or BudgetAdmin), you can manage your organization's team members through the Company Dashboard. This includes inviting new users, assigning them to locations, setting their roles, and managing their permissions.

User Roles in Company Panel

The company panel supports several role types that determine user capabilities:

CompanyAdmin

  • Full company management rights
  • Can invite and manage all company users
  • Access to all locations and budgets
  • Can assign roles to other users
  • Full reporting and analytics access

BudgetAdmin

  • Budget management and oversight capabilities
  • Can manage budgets across locations
  • Can approve budget-related requests
  • Access to financial reports and analytics
  • Can manage users within budget scope

OrdererAdmin

  • Advanced order management and approval rights
  • Can approve orders within authority limits
  • Manage order workflows and processes
  • Access to order analytics and reports
  • Can guide and support other orderers

Orderer

  • Standard order creation and management
  • Can place orders within budget limits
  • Submit orders for approval when needed
  • Access to order history and status
  • Basic reporting access for own activities

Requester

  • Basic order requesting capabilities
  • Can create order requests for approval
  • Limited to viewing own order history
  • Basic access to budget status information
  • Cannot approve orders or manage budgets

Managing Team Members

Inviting New Users

  1. Navigate to Users section from the main menu
  2. Click Invite User or Add Team Member
  3. Enter user details:
    • Email address (required)
    • First and last name
    • Role assignment
    • Location assignments
  4. Set permissions and spending limits
  5. Send invitation email

User Invitation Process

  • Invited users receive email with setup instructions
  • They create their own password during first login
  • Automatic assignment to your company tenant
  • Role permissions applied immediately upon acceptance

Location Assignment Users can be assigned to one or multiple locations within your company:

Single Location Assignment

  • User access restricted to specific location
  • Budget visibility limited to assigned location
  • Simplified permission management
  • Clear accountability and responsibility

Multi-Location Assignment

  • User can work across multiple locations
  • Different role levels possible per location
  • Flexible for managers and admins
  • Requires careful permission planning

Location-Based User Management

Assigning Users to Locations

  1. Go to Locations → Select specific location
  2. Navigate to Users tab within location
  3. Click Associate User or Attach User
  4. Select from existing company users
  5. Confirm location-specific role and permissions

Location User Permissions For each location assignment, you can configure:

  • Role Level: What the user can do in this location
  • Spending Limits: Maximum order amounts per user
  • Budget Access: View or edit budget information
  • Approval Authority: Order approval limits and scope
  • Product Restrictions: Specific product category limitations

Shopify Integration Location user assignments automatically sync with Shopify B2B features:

  • Role Assignments: Sync with Shopify customer roles
  • Location Access: Matches Shopify B2B location permissions
  • Order Permissions: Integrates with Shopify draft order access
  • Automatic Updates: Changes reflect in both systems

User Permission Management

Role-Based Access Control Each role has predefined permissions that can be customized:

Permission Categories

  • Order Management: Create, edit, approve orders
  • Budget Access: View, edit, manage budgets
  • User Administration: Invite, manage team members
  • Location Management: Access, configure locations
  • Reporting: Access various reports and analytics

Custom Permission Sets

  • Spending Limits: Set individual user spending thresholds
  • Approval Authority: Define what orders users can approve
  • Time Restrictions: Limit access to business hours if needed
  • Feature Access: Control access to specific features
  • Report Access: Determine available reports per user

Monitoring User Activity

User Activity Dashboard Track team member engagement and productivity:

  • Login Frequency: Monitor user engagement levels
  • Order Activity: Track orders created and processed
  • Budget Utilization: Monitor spending by user
  • Approval Patterns: Analyze approval times and decisions

User Performance Metrics

  • Order Processing Speed: Average time from creation to approval
  • Budget Compliance: Adherence to budget limits and policies
  • Approval Efficiency: Timely processing of approval requests
  • System Usage: Feature utilization and adoption rates

User Security and Access Control

Authentication and Security

  • Email Verification: Required for all new users
  • Two-Factor Authentication: Optional enhanced security
  • Session Management: Automatic timeout and security
  • Access Logging: Track user login and activity patterns

Data Access Control

  • Tenant Isolation: Users only see company data
  • Location Restrictions: Access limited to assigned locations
  • Role Enforcement: Permissions strictly enforced
  • Audit Trails: Complete logging of user actions

Best Practices for Company User Management

Organizational Structure

  1. Clear Role Definitions: Ensure users understand their responsibilities
  2. Location Alignment: Assign users to locations matching their work
  3. Permission Minimization: Grant only necessary permissions
  4. Regular Reviews: Periodically review and update user access
  5. Documentation: Maintain records of role assignments and changes

Onboarding Process

  • Welcome Process: Structured onboarding for new team members
  • Training Materials: Provide role-specific training resources
  • Mentor Assignment: Pair new users with experienced team members
  • Progress Tracking: Monitor new user adoption and success
  • Feedback Collection: Gather input for process improvement

Ongoing Management

  • Regular Check-ins: Monitor user satisfaction and needs
  • Permission Updates: Adjust access as roles change
  • Performance Reviews: Include system usage in evaluations
  • Team Communication: Keep users informed of system updates
  • Support Availability: Provide ongoing help and guidance