Docs
InternalFieldClientGeneral

Internal

  • Campaigns

    • Creating a campaign
  • Staff and invites

    • Inviting staff
  • Submissions and reports

    • Reviewing submissions
    • Building a client report
  • Branding

    • Configuring client branding

Field

  • Calls and schedule

    • Completing a field call
    • Reading your schedule
  • Evidence

    • Uploading evidence
  • Issues and profile

    • Flagging issues
    • Updating your profile

Client

  • Reports and insights

    • Reading a campaign report
    • Understanding visit statuses
  • Team access

    • Granting team access
  • Briefs and requests

    • Requesting a new campaign
    • Downloading weekly briefs

General

  • Getting started

    • Getting started with Switchboard
  • Your account

    • Your account and notifications
    • Keyboard shortcuts
  1. Docs
  2. General
General

General docs

Account basics and cross-portal essentials that apply everywhere.

Getting started

The essentials for new users across every portal.

  • Getting started with Switchboard

    A one-page orientation to the portal you're in and how to find your way around.
    1 min read

Your account

Profile, notifications, and shared account settings.

  • Your account and notifications

    Edit your profile, upload an avatar, and choose what the portal notifies you about.
    1 min read
  • Keyboard shortcuts

    A quick reference to the shortcuts that work across the portal.
    1 min read
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