Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

HQ for SalesPreso Admins

If you hold a Management Upgrade to your SalesPreso licence, you will have access to HQ (<client>.salespreso.com/hq), which will enable you to:

  1. Access activity analytics & reporting

  2. Manage user accounts

  3. Set up Teams

  4. Approve content (should your devs make an update that requires approval and release notes)

The below outlines the ‘off the shelf’, default configuration of HQ. Customisations to user permissions and reporting can be added, in collaboration with SalesPreso and the client.

Accessing HQ

If you have been granted permission to access HQ

Log in with the same credentials you use to log into the SalesPreso App.

NB: If your email address is not recognised, please contact your internal SalesPreso admin.
  

Your SalesPreso Account

This screen will show you how many licences you currently hold, how many are being used, how many upgrades have been granted, and your next renewal date.

Managing users

Your user list allows you to deactivate users (which will also free up their licence) and view last logins.

NB: Deactivated users can be re-activated, should they require use of SalesPreso.

Within each user account, the user’s teams, permissions and login details can be managed.

Permission definitions

Teams

All users must be part of at least one team. Teams are what gives users access to a deck, or decks, of content.

If your instance has no specific teams set up, all users should be set as part of ‘Default’.

Groups

  • Custom slide uploader:
    The ability to add their own slides (as images) to individual presos.

  • Temporary Slide Manager
    The ability to add slides (as images) to the master deck, making them accessible to all users of that deck.

  • Content Creator
    A developer with access to the SalesPreso CDK

  • Content Admin
    A user with access to HQ to approve content decks for publishing (see below)

NB: Users who require PresoManager access will need BOTH Content Creator and Content Admin permissions.

Product Access

Depending on your team’s needs, all users may have access to both LivePreso and TelePreso by default. If not, you can set this access in HQ as required.

Teams

You can create and configure teams to suit your internal structure.

  • Choose the Teams menu item

  • Click ‘Add Team’

  • Name your team, assign users and select the deck/s that team requires access to.

Content approvals and publishing

Whenever your developers have completed new content, ready to be checked and published, the approval process is completed within HQ.

NB: Users who can approve content in HQ will require Content Admin permission.

  1. Test the content in the SalesPreso app via the unapproved deck number given to you by your developer

  2. Log in to HQ

  3. Choose the deck version from the list

  4. If required, write release notes, that will appear to all users as an in-app notification once the deck is available

  5. Change the status to ‘Approved’

  6. Click ‘Save Changes’

  7. The new deck is now available to all users, and will be the version used for all presos created from that point on.


Tracking and reporting

There are several ‘off the shelf’ exportable reports available via the dedicated HQ site. These provide very detailed data in Excel or csv formats on the following tracking stories:

  • User activity – by user, presos created, presented, shared, time stats, partners and contacts presented to, their last login to the platform.

  • Tracking of ‘temporary slides’ (slides added as images by content admins)

  • Content usage data

SalesPreso can also create custom reports if needed, for example, to report on data capture content.

Shared Preso views tracking

In addition to the reporting on customer activity received by users, Admin users can generate a report on customer views from the HQ site:

 

  • No labels