Management Dashboard 101

If you are an Owner or Admin, you have access to the Management Dashboard, where you can help oversee and manage the Team. This article will walk you through the key features of the Management Dashboard.

All team management is handled through the Management Dashboard.

Click the links below to jump to a section:

Invite & Remove Members

Create Groups

Overseeing Newsletters

Pull Engagement & Usage Reports

Set up a Verified Domain

Set up SSO (Single Sign-On)

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Invite & Remove Members

To invite members to your team, go to the Members tab in your Management Dashboard.

There are two ways to invite members:

1. Enter email addresses into the invite box and click Send Invitation. Your colleagues will receive an email invite. 

2. Share the magic link, which automatically adds users to the account when they click it.

   

💡 Pro Tips:

• You can copy and paste a list of emails, and the system will recognize each address to send all invitations at once.
• Individuals with existing accounts must also be invited to the Team Account. Once they accept the invitation, all their newsletters and data will transfer over automatically.

To remove members, click on the 3 black dots next to a member's name and click Remove.

To add another Administrator, click on the 3 back dots next to a member's name and click on 'Change to Administrator.

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Create Groups

To create groups, go to the Management Dashboard by clicking the blue Management Dashboard button on your homepage, then open the Groups tab.

Click + Create New Group, give your group a name, and repeat as needed. As you add groups, they will appear in a list like the one shown below.

To add members, click Manage Group to view the list of current group members.

Enter their email address in the invite box. If they are not yet part of the Team, they’ll receive an invitation by email or a pop-up in their account.

In Smore, an Administrator is a member with access to the Management Dashboard, either for the entire Team or for a specific Group.

To make a member a Group Administrator or remove them from the Group and Team, click the three-dot menu next to their name and select the appropriate option.

Note: A member can only be made an Administrator after they’ve accepted their Smore invitation.

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Overseeing Newsletters

As an Admin, you can oversee all published newsletters in the Team.

You can edit or duplicate any published newsletter, as well as review its analytics.

1. Open the Newsletters tab in the Management Dashboard to see a chronological list of all newsletters created.
2. To duplicate a newsletter, hover over it, click Options, and select Duplicate.
3. To check analytics, hover over the newsletter and click Analytics.
4. Use the search bar to find a specific newsletter by title.
5. To edit the newsletter, open the newsletter and click Edit.

 

You can also view a member’s published newsletters by clicking their name in the Members tab.

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Pull Engagement and Usage Reports

To generate a monthly report of all newsletters created, go to the Reports tab in the Management Dashboard.

From the drop-down menu, select the month you want to report on.

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Set up a Verified Domain

By default, when a newsletter is sent from Smore, recipients see the sender’s email as [e-mail].

With a Verified Sender Domain, you can customize the sender address for your entire Team Account so newsletters come from your district’s domain instead of Smore’s. For example, recipients would see [e-mail].

To set this up, click Verified Sender Domain in the Management Dashboard.

Click Get Started to view your SPF and DKIM records. Then, click Share with IT Department to send this information to your IT team, who will complete the setup process.

Note: Don’t forget to click Enable once it’s ready.

If it's been successfully enabled, it will look like this:

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Set up SSO (Single Sign-On)

With a Smore for Teams account, you can integrate with your Identity Provider (IdP) to enable Single Sign-On (SSO).

Note: Smore does not provide auto-provisioning. All members must be invited to the Team before they can log in via SSO.

To begin, go to the Management Dashboard. Find the Single Sign-On tab.

Copy and paste your SSO URL, Entity ID URL, and Certificate from your SAML IdP.

Alternatively, you can click "+ Click to upload metadata file" if possible at the bottom.

Follow the instructions from your SAML IdP and copy over the required information.

Different IdPs may request different details. Be sure to provide exactly what your Identity Provider requires and confirm that the Attribute Mapping matches the fields provided by Smore.

Click Test and Enable.

Once the SSO setup is complete, share the Smore login URL with your team members.

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Need more help? Reach out to [e-mail]!