Tribe 101: A Guide for New Admins

First of all—welcome! We're glad you're here.

This guide provides an overview of the fundamentals of using Tribe, resources to deepen your understanding, and directions on where to go for additional support.

So, let's get started!

Your Admin Account

If you’re reading this, you are likely already set up as an admin! If not, a colleague can invite you via the Invite Users button, or you can contact your Tribe Account Manager. Once registered, you can access your Organization Dashboard here.

Your Admin Dashboard consists of six key sections, each designed for a specific purpose:

This is your control centre with regards to who represents your institution. Here, you can invite, hide/unhide, edit, or delete ambassadors.

For a detailed overview on how to manage your ambassadors, consult our Managing Your Ambassadors guide.

The Prospects tab is where you can keep track of all prospects who have signed up on your platform, whether through website integrations or a direct invitation. This tab displays all available information on a prospect, including:

Actions: By clicking on the three vertical dots next to a specific user, you are able to:

The Conversation Dashboard tab allows you to monitor and review all conversations taking place on the platform. It combines all conversations across all your ambassadors, ordered from most recent to oldest.

Unread Indication:

The red dot 🔴 at the top right corner of a conversation indicates that your ambassador has not yet read the new messages in that conversation. By clicking on the name of the ambassador or prospect in the conversation, you are able to reach out to them yourself. This can be useful if you want to give your ambassadors a quick nudge to respond or feel you want to provide the prospect with relevant information.

Conversation Status:

To keep the inboxes clean and clear, we have added an archive function. The Conversation Dashboard and your Personal Inbox always open on the ‘active’ conversations tab, displaying conversations currently in progress. Once a conversation has ended, ambassadors can ‘archive’ it to remove it from their active inbox. All archived conversations are listed under the ‘Archived’ tab for reference. If a new message is sent in an archived conversation, it will automatically jump back to the ‘Active’ tab.

Keep track of engagement across the entire platform, including:

As well as being able to follow up per ambassador: You can view the individual engagement for each ambassador to see how many conversations and messages they have personally handled.

The My Inbox tab is your personal inbox as an admin. From here, you can respond to and send messages to prospects, ambassadors, and other admins. Your inbox works exactly like a standard ambassador inbox, meaning:

You will receive notifications: If you receive new messages to your personal profile, you will receive a notification in two ways:

Archiving: In your personal inbox, you can archive finished conversations to keep your inbox clean. To archive a conversation, go into the relevant chat and click the ‘Archive’ button at the top right corner. If you want to unarchive a conversation, simply go to the ‘Archived’ tab and click ‘Unarchive’. If you receive a new message in an archived conversation, it will automatically move back to the ‘Active’ tab in your inbox.

The Profile & Settings tab allows you to manage your public ambassador profile and account. It is built up of three sections:

Updating Your Account Information: To update your account and profile information, simply make your desired edits to the selection or text fields in the Account Information and Profile Information sections. Finish by clicking on the ‘Save Changes’ button at the bottom of the page to make your edits visible (if you forget to click on the ‘save changes’ button, your edits will be lost).

The Traffic Drivers tab allows you to easily integrate our platform throughout your organization's website. We support two types of implementations:

📖 Ready to set these up? For a step-by-step walkthrough on how to add these snippets to your website, check out our Implementing the Tribe Platform & Driving Traffic guide.

Beyond this guide, we have a variety of resources designed to help you and your ambassadors succeed. Whether you need a technical deep dive or help with your recruitment workflow, these tools are available to you at any time:

We want to ensure your experience with Tribe is as smooth as possible. If you walk into any issues, have questions about your dashboard, or simply want to brainstorm new strategies, please don't hesitate to reach out to us.

You can get in touch with our team through the following channels: