1. Introduction to the Admin Portal

Introduction to the Admin Portal

As an app administrator, you have access to the Results at Hand CMS Admin Portal to maintain your app. This guide will walk you through the basics of the portal and help you get started with your app setup.

Admin Portal Navigation

You have two areas of navigation in the portal: the vertical menu and horizontal menu. Below is an example screenshot of the Admin Portal with each menu labeled.

If you have a membership app or unlimited events, see the section on "membership apps" for additional portal features available.

1. Vertical menu on left side

2. Horizontal menu on the top

3. Menu (hamburger) icon to toggle the vertical menu open and closed

4. Help: our support library filled with instructional help documents

5. Go To App: a link to the front end of your app

Event Dashboard

Your event dashboard includes two areas: Configuration-at-a-Glance and Overview Stats.

1. Configuration-at-a-Glance

1. The Configuration-at-a-Glance screen will serve as your visual app setup guide.
   
2. The first section of this screen is labeled as Basic Settings, which shows an overview of your event’s basic settings. To edit these settings, tap the Edit button within the section.
   
3. Next to Basic Settings is User Portal details, letting you know which teams have the User Portal function enabled. To edit these settings, tap the Edit button within the section. For more details regarding the User Portal for your speakers, exhibitors, and sponsors, please go to Help in the Admin Portal to find the “User Portal” instructions for more details on this feature.
   
4. Below Basic Settings and User Portal are sections that make up your app. Each section is labeled up top and has associated features within. See the screenshot below for an example of this screen.
   

1. As mentioned, this dashboard is a visual representation of your app setup.
   
2. Icons shown in green mean the feature has been setup. Please keep in mind as your event details change, so will your app data. So if you have last minute registrants, don’t forget to add them even though you may have users in there already!
   
3. Orange icons, on the other hand, mean the feature has not been set and requires your attention.
   
4. To edit or set a feature, just click the icon and you'll be taken the feature's setup screen.
   

Any inactive/ unavailable features will be displayed at the bottom. If you are unsure if your app plan came with these features but would like to add them to your app, please contact support@resultsathand.com.

2. Overview Stats

1. The second dashboard provides a report of your stats by the number for before, during, and after your event.
   
2. The tables at the top show your app stats by active users, activity, and app setup.
   
3. Below these tables is your first graph, which shows user activity over time. Toggle between app activities to see where users took action over the course of your event.
   

1. Next comes traffic reporting. Users by team, app version, and access period are all shown in visual pie charts. You can see an example of this screen below.
   

1. The last set of charts are user activity by team. These show total number of users vs. who checked in and who was active in the app by team. You can also toggle between total number of users vs. percentages.
   

Next Steps

Now that you’ve had an introduction to the Admin Portal and an overview of the app’s basic settings, you are ready to begin building your event!

Check out the “Build Your Event App” PDF under Help for a step-by-step guide to setting up your event.

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