Administrator Guide

Admin User Manual

Complete guide for administrators to manage users, reporting weeks, and oversee the weekly reporting system.

Your Admin Capabilities

Manage Users

Add, edit, delete users

Manage Weeks

Create reporting periods

Login As

View as any user

View All Reports

Access all submissions

User Management
Add team members and assign roles
1

Navigate to User Management

Click User Management in the sidebar under Administration.

2

Add a New User

Click the + Add User button and fill in:

NameJohn Smith
Email[email protected]
RoleManager, Regional Director, or Admin
TitleSales Manager
RegionEAST, WEST, CENTRAL, SOUTH
3

User Actions

Edit - Update user details Login As - View their dashboard Delete - Remove user
Managing Reporting Weeks
Create and manage weekly reporting periods
1

Create a New Week

Go to Manage Weeks → Click + Create New Week

2

Set Week Details

Start DateBeginning of the week
End DateEnd of the week
Due Date & TimeWhen reports are due
3

Week Status

Open - Accepting reportsClosed - No new submissions

Use Edit to change dates or status, Delete to remove a week.

Login As (Impersonation)
View the app as any user for support

Tip: Use this feature to troubleshoot issues or see exactly what a user sees on their dashboard.

Go to User Management and click Login As next to any user

An orange banner will show you're viewing as that user

Click Return to Admin to switch back

Role Permissions
Quick reference for what each role can do
FeatureManagerRegional DirectorAdmin
Submit Weekly Report
View Team Reports—
Generate Executive PDF—
Create Reporting Weeks—
Manage Users——
Login As (Impersonate)——

ADT Dealer Weekly Reporting System • Internal Use Only