MANAGEMENT CONSOLE

The Management Console is a feature of the Consultant & Enterprise Plans.

About the Console

Introduction to the Management Console

Spark Chart provides a Management Console as a feature of the Consultant and Enterprise Plans. The Management Console provides consultants, member organizations and enterprises with a tool to manage their client or department accounts and users....

Avatar

By Mark Sinclair

updated about 1 month ago

Console Dashboard

In the Console Dashboard you can add and manage clients/departments, view current client/department projects, manage tools such as survey templates, and access help and support documentation.View current client projectsIn the Dashboard, the...

Avatar

By Mark Sinclair

updated about 1 month ago

Console User Profile, My Account & Options

In the User Profile in the top right hand menu, a range of Console account settings, user settings and options can be edited. These options and settings apply to the Console and not to the client accounts.Personal Profile SettingsUnder My Account,...

Avatar

By Mark Sinclair

updated about 1 month ago

Clients or Departments

About Client or Department Accounts in the Console

The Management Console provides consultants, member organizations and enterprises with a tool to manage their client or department accounts and users. Client or department accounts can be accessed from the single console login. The Console also...

Avatar

By Mark Sinclair

updated about 1 month ago

Add or Edit a Client or Department Account

To create a client or department, go to the Clients menu and select the + New Client/Department button in the top menu bar. A range of information is entered when creating a client/department including the name, website (if applicable) and contact...

Avatar

By Mark Sinclair

updated about 1 month ago

Delete a Client Account in the Console

Take care when deleting clients/departments as all client/department information, including projects, surveys, survey responses, sparks, analysis and shares, will be deleted with the client/department.To delete a client/department select the...

Avatar

By Mark Sinclair

updated about 1 month ago

Project Defaults in the Console

In the Console, you can set various default settings for each client, including project colours, email settings and participant instructions.Default Project ColoursThe default Project Colour Settings entered here, will be available to be applied...

Avatar

By Mark Sinclair

updated about 1 month ago

Console User Defaults

In the Console, you can set various default settings for each user, including user interface options and help settings.

Avatar

By Mark Sinclair

updated about 1 month ago

Add or Edit Users for Clients or Departments in the Console

Selecting Users will bring up the list of current users where they may be added, edited and deleted. From the Users menu, you can also log directly into their account.Select + New User in the top right menu to bring up the Add User form.

Avatar

By Mark Sinclair

updated about 1 month ago

About Users for Clients or Departments in the Console

Client or Department users can be added and edited from the "Users" button in the All Clients menu.Selecting Users will bring up the list of current users where they may be added, edited and deleted. From the Users menu, you can also log directly...

Avatar

By Mark Sinclair

updated about 1 month ago

Delete Users from Client or Department Accounts in the Console

Selecting the User Delete button alongside a selected user will bring up the Delete User form.

Avatar

By Mark Sinclair

updated about 1 month ago

Tools

About Console Tools

From the Tools Menu in the Console you can copy surveys, email templates and project templates from any client to another client. Select the desired Tool to bring up the Copy form and follow the steps on the form.

Avatar

By Mark Sinclair

updated about 1 month ago

Survey Copy in the Console

In the Management Console, Surveys can be copied from any client account to another client account. Simply select the Copy Survey tool and the Copy Survey form will appear. Complete the form, confirm and then click Copy. The survey will be copied...

Avatar

By Mark Sinclair

updated about 1 month ago

Project Copy in the Console

Projects (meaning the project settings, instructions, etc.) can be copied from any client account to another client account in the Management Console. Simply select the Copy Project tool and the Copy Project form will appear. Complete the form,...

Avatar

By Mark Sinclair

updated about 1 month ago

Mail Template Copy in the Console

In the Management Console, Mail Templates can be copied from any client account to another client account. Simply select the Mail Template Copy tool and the Mail Template Copy form will appear. Complete the form, confirm and then click Copy. The...

Avatar

By Mark Sinclair

updated about 1 month ago