I am a Platform Admin
Getting Started
Getting Started
Your first look at the admin dashboard: what each area does and where to read more.
Getting Started as an Admin
Your first look at the admin dashboard: what each area does and where to read more.
Logging in
Sign in with an email code, a password, or your Google account.
Your Admin Profile
Set your name, role and intro message, choose whether prospects can see you, and manage your password.
User Roles and Permissions
What prospects, ambassadors and admins can each see and do on your platform.
Getting to know the Platform
Everything you'll do day to day: ambassadors, prospects, conversations and analytics.
Inviting Users
Invite an ambassador, admin or prospect by email, and know what they see next.
Managing Ambassadors
Find, edit, pin, hide and remove the ambassadors on your platform.
Ambassador Training
Guides and a webinar to share with new ambassadors.
Managing Prospects
See who has signed up, what they told you, chat with them, export the list or remove access.
Managing Conversations
Read every prospect–ambassador chat, step in when a staff answer is needed, and keep the list tidy.
Your Personal Inbox and Notifications
Your own conversations with prospects, ambassadors and admins, and how you're notified.
Understanding Analytics
Track sign-ups, conversations and messages over time, and see how each ambassador is doing.
Prospect Sign-up and Onboarding Questions
What a prospect goes through at sign-up, and where their onboarding answers end up.
Setup & Integrations
Put Tribe on your website and connect your CRM.
Website Implementation & Driving Traffic
Embed the Tribe Iframe, Toasts (pop-ups) and Carousel on your website to bring prospects to your ambassadors.
CRM Integrations
Learn how to sync Tribe with your CRM to automatically manage prospect data and streamline your recruitment workflow.
Troubleshooting
Something not working? Find your symptom and fix it in a few steps.
I Can't Log In
The code doesn't arrive, it's rejected, or sign-in sends you somewhere unexpected.
An Invitation Didn't Arrive
Someone you invited can't find the email, or the activation link doesn't work.
Embed Not Showing on Your Website
The Iframe, a Toast or the Carousel isn't appearing on a page — check these in order.
Languages
Which languages your platform runs in, what you control, and what Tribe configures for you.
Getting to know the Platform
Getting to know the Platform
Everything you'll do day to day: ambassadors, prospects, conversations and analytics.
Inviting Users
Invite an ambassador, admin or prospect by email, and know what they see next.
Managing Ambassadors
Find, edit, pin, hide and remove the ambassadors on your platform.
Ambassador Training
Guides and a webinar to share with new ambassadors.
Managing Prospects
See who has signed up, what they told you, chat with them, export the list or remove access.
Managing Conversations
Read every prospect–ambassador chat, step in when a staff answer is needed, and keep the list tidy.
Your Personal Inbox and Notifications
Your own conversations with prospects, ambassadors and admins, and how you're notified.
Understanding Analytics
Track sign-ups, conversations and messages over time, and see how each ambassador is doing.
Prospect Sign-up and Onboarding Questions
What a prospect goes through at sign-up, and where their onboarding answers end up.
Setup & Integrations
Setup & Integrations
Put Tribe on your website and connect your CRM.
Website Implementation & Driving Traffic
Embed the Tribe Iframe, Toasts (pop-ups) and Carousel on your website to bring prospects to your ambassadors.
CRM Integrations
Learn how to sync Tribe with your CRM to automatically manage prospect data and streamline your recruitment workflow.
Languages
Which languages your platform runs in, what you control, and what Tribe configures for you.
Troubleshooting
Troubleshooting
Something not working? Find your symptom and fix it in a few steps.
I Can't Log In
The code doesn't arrive, it's rejected, or sign-in sends you somewhere unexpected.
An Invitation Didn't Arrive
Someone you invited can't find the email, or the activation link doesn't work.
Embed Not Showing on Your Website
The Iframe, a Toast or the Carousel isn't appearing on a page — check these in order.
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