How To Manage Your Company's OneTapConnect Account - Full Overview

This guide is intended to provide a high-level overview of the admin's account dashboard, complete with links to tips, tricks and technical articles detailing everything you need to manage your company's OneTapConnect account.

Analytics

The Analytics page provides an essential snapshot of your team's interactions with OneTapConnect.

By regularly reviewing your team's analytics, you can gain valuable insights into how your microsites are performing, and you can track this performance on a team-by-team or microsite-by-microsite basis. You can also use filters and preset or custom date ranges to get a closer look, and you can export these insights using the "action" dropdown menu and selecting "Export analytics."

Here's more information on understanding your OneTapConnect analytics.

Users

The Users page is where you can:

• Add or deactivate users/microsites
• Update user profile/microsite information
• Organize your users/microsites into teams to assign template designs.

Essentially, the users page is your primary hub for all things user/microsite management!

Use the links listed above for more information on specific actions you can take from the Users page.

Smart Accessories

The Smart Accessories page lists all of the physical accessories currently associated with your company's account.

If you and your team are new to OneTapConnect, you'll want to start by handing these physical Smart Accessories out to anyone who has an active microsite and needs to activate their Smart Accessories.

So long as a user is listed as "active" on your Users page, that user can:

• Download and log in to the OneTapConnect mobile app
• Watch the OneTapConnect Basics training video
• Activate their NFC Smart Accessories using the OneTapConnect mobile app
• Get started using their new microsite immediately!

Use the links listed above for more information on how to get new users up and running quickly.

Once your users have activated their own Smart Accessories, you'll be able to see exactly who is assigned to what physical items on your Smart Accessories page, which makes it easy to deactivate or reassign these items as needed in the future.

You can also purchase additional or replacement Smart Accessories from the OneTapConnect Smart Accessory Shop.

Company Information

The Company Information page is where you can manage general information about your company, such as your company's website URL, office phone number, company logo, social media links, etc.

By default, everything that is saved to your Company Information profile is considered consistent for every user and microsite on your account, but you can make exceptions to this rule by unlocking specific fields for personalization as needed. 

Here's more information on how to personalize company information on a microsite-by-microsite basis.

Provided that a field is not personalized on any given microsite(s), any updates you make to your company information will be immediately reflected on all of your account's live microsites.

In other words, if you update a URL on the Company Information page, then click "save," the system will update the link that is attached to every instance of that value on everyone's microsites all at once. However, if that URL field is unlocked for personalizations and one or some of your microsites are using personalized values, the updated value will only be reflected on microsites without personalized values. 

In short, your Company Information profile determines the global, fallback values for any new or existing microsites that do not have personalizations or custom values on your account.

Templates

The Templates page is where you can view, assign and manage all of the templates that exist on your account.

Templates are essentially design files containing all the graphic information for your company's microsites. They pull information directly from your Company Information profile, and then personalize that information using microsite profiles (i.e., contact information and any personalized company information values). 

Here's how it works:

1. Users/microsites are organized into teams.
2. Teams are assigned to templates.
3. Templates determine the designs that are assigned to your microsites.

In short, this means that if you'd like to update the way a team's microsites look, all you need to do is use the Visual Editor to update the template that team is assigned to.

To access the Visual Editor, head to the Templates page, then click “…” and select “Edit template” to open the Visual Editor for the template you’d like to update.  

Once you’re in the Visual Editor, you can navigate around using the dropdown menus on the left sidebar to view all the sections and block elements on your microsite, or you can scroll through the live preview in the middle of the screen, then simply click on whichever element you'd like to change. Here’s more information on how to use the OneTapConnect Visual Editor.

You can have multiple teams assigned to the same template, you can have up to six (6) templates on your account, and any changes you publish to a template will be immediately reflected on every microsite that is assigned to that template. 

Here’s more information on how to manage your microsite designs using teams on OneTapConnect.

Settings

The Settings page is where you can manage some basic settings and configurations for your team on OneTapConnect, including:

• The company's URL value for the microsites on your account
• Your users' basic permission settings
  
  • Under default account settings, the only thing a user without admin or manager access levels can update is their own microsite contact information (and any microsite company information fields you have unlocked for personalization).
• The prewritten messages that are auto-populated by the "Share" button on a case-by-case basis
  
  • Here's more information on how to use the "share" button and how it behaves differently depending on how it's accessed.

Account & Billing

The Account & Billing page is where you can:

• Manage your OneTapConnect subscription
• Manage the number of microsite licenses on your account
• Update your billing information
• View order details and invoices
• Manage your users' access levels
  
  

Use the links listed above for more information on specific actions you can take from the Account & Billing page.