The Global Dashboard

Owned by Onisim Ferche
Last updated: Jun 14, 2022 by Natalie Slaven (Unlicensed)
4 min read

For businesses that have multiple venues / sites, we provide a Global Dashboard. This lets you manage the content of all your venues from a single place, and then simply distribute that content to individual venues.

To navigate between your Global Dashboard and your Venue Dashboard, click the name of your business on the top left hand side of the webpage on http://app.preoday.com and you will be able to select the other.

The flow of information from a Channel (Global Dashboard) to a venue (Individual site Dashboard) is one-directional. For example, a menu created in a Global Dashboard can be “pushed” to individual venues, but a menu from a venue cannot be “pulled” to the Global Dashboard.

User access and permissions

User access follows the same single direction flow of information.

Depending on a individual permissions settings, users from the global dashboard can have access to some or all the venues in the channel. On the other hand, users defined at a venue level can only have access to that venue, even if they have Administrator permissions.

We can turn on Advanced Permissions for your venues that give you greater scope to set a user’s permissions. For example, you could give a member of your Finance/Accounts team to only view the Analytics on your Global Dashboard. Please submit a request to Support@Qikserve.com if you’d like this enabled.

You can read more about the Advanced roles here: Managing User Permissions - Advanced Roles

Settings that can be managed globally

Most of the global dashboard settings mirror the individual venue settings, but often times, rather than applying automatically, they require you to publish the changes to a venue, at which point you can choose which venues you would like to apply those changes to.

Analytics

  • The global dashboard can be used to retrieve the combined data from all (or some) of the venues in a channel in a single place

Operational Hours

  • These are set the same way as the individual venue opening hours, but instead of automatically saving, you can use the “Publish to venues” button to push the changes to individual venues. You can then select which venues the changes should be applied to.

Venues

  • From here you can see all the venues that are in your Global Channel. You have the ability to see which are online and offline, and you can change their status from here. This is a powerful tool, make sure not to turn all venues off line by mistake!

Services

  • The availability of each service (Collection, Delivery, To Seat) can be enabled and disabled directly from the global dashboard for each individual venue.

Tax

  • Taxes are created and managed the same way as those for individual venues. Once created, the changes need to be published to the venues and assigned to the correct menu items. The venue users (without global dashboard access) will not be able to edit the taxes defined at the global level.

Menus

  • You can create menus at channel level, and then push them to each individual venue. It’s possible to have multiple menus, for multiple venues, and you can choose to publish each menu to its correct venue straight from the global dashboard.

    • Venue level users can still make edits to their venue’s copy of a global menu - these edits will not be reflected in the global menu, and will be overwritten the next time the global menu is published to that venue.

Tags

  • Tags behave the same way at channel level as they do at venue level. Each global tag can be assigned to venues as needed.

Promotions

  • Promotions can be defined in the global dashboard and then assigned to specific venues. Global promotions are “locked” for venue-level users, and can only be modified in the global dashboard.

Loyalty Stamp Card

  • For multi-venue businesses, all loyalty settings should be managed from the global dashboard.

Hotline

  • For a business of any size, the Hotline feature is managed from the Global Dashboard

Application Messages

  • Application Messages are a feature specific to Global Dashboards, that allows customers to set a custom pop-up message that displays whenever the app/web orders page is first opened.

Users

  • Users can be added/modified at either channel (global) level or venue level. Depending on individual permissions settings, users from the global dashboard can have access to some or all the venues in the channel. On the other hand, users defined at a venue level can only have access to that venue, even if they have Administrator permissions.

Manage Groups

  • You can decide which venues are visible on your mobile app or channel landing page via Manage Groups. When you edit a group you select which venues you want to show and then under the Advanced tab you decide which app (web app or mobile app) this group applies to. It is likely that you will have one Group for web ordering and another for your mobile apps if applicable.

  • To select a venue to be customer facing make sure the button next to it is BLUE as per the screenshot

Styling

  • Styling defined at global level can be published to individual venues.

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