Switchboard Docs

Help articles for every part of the platform. Pick a section below or use the search in the header.

Sections

Internal

For agency HQ staff running campaigns.

Field

For merchandisers completing store visits.

Client

For brands reviewing reports and briefs.

General

Account basics and cross-portal essentials.

Recently published

Your account and notifications
Edit your profile, upload an avatar, and choose what the portal notifies you about.
Building a client report
Turn approved submissions into a shareable report for the client.
Completing a field call
Open a call, answer the survey, upload evidence, and submit it for review.
Configuring client branding
Set each client's accent colour and logo so their portal feels like theirs.
Creating a campaign
Set up a new campaign, assign a client, and configure brand colours and brief.
Downloading weekly briefs
Find and download the briefs your agency sends field staff each week.