This guide will explain the basic functions of the Se Puede Organize dashboard. For additional questions or assistance, please send a detailed email to support@unitehere.org. For a downloadable version of this article, please click here.
Video Walkthrough
Understanding Your Dashboard
1. User Information
- Displays Local number.
- Allows for the language of the website to be toggled between English and Spanish.
- Drop-down next to the user’s name allows for signing out of Se Puede.
2. Se Puede Help
- Top help section displays relevant articles to provide additional information about different Se Puede functions.
- Bottom help button allows users to send a message to the Support staff to receive additional help. Use this article to learn more about how to get the best support through the help button.
3. Worker/Shop Information
- The “Name” section allows the user to search the database by name, phone number, employer, or activity.
- Guided Search button
- Uses guiding questions to assist users in building a search for a list.
- Build a Search button
- Provides users the ability to build a search/list from scratch with no guiding questions.
- Saved Search button
- Allows users access to searches, layouts, and filters saved by the user personally or by team members who have shared them across the database.
- “Just My Turf” can be toggled on to limit the searches to only turf assigned to the user. By leaving it off (greyed out) the user can search outside their assigned turf.
4. Fix My List
- Update Leadership Structure
- Users can use this tool to update organizing structure, including leader/follower assignment and leader role assignment.
- Add Worker
- Users can use this button to add new a worker to database.**
- Remove Worker
- Users can use this button to terminate a worker’s classification and remove them from a workplace roster.**
- Edit Worker Department & Classification
- Users can use this button to edit a worker’s department and classification in Se Puede.**
- Update Department Structure
- Users can use this button to edit and update an employer’s department structure.**
5. Turf Information
- Here users will find information on any assigned or tracked turf.
- My Turf: toplines and report links for any turf assigned to the user (needs to be set up by Se Puede administrator)
- Tracked Turf: toplines and report links for any turf tracked by the user (does not need to be assigned, can be edited by user)
6. Worker Details
- Another area of Se Puede to access Add and Remove Worker
- Add Worker (See section 4 above)
- Remove Worker (See section 4 above)
7. Employers
- Dashboard to access employer profiles and details
8. Turf Details
- View by Employer
- View assigned turf organized by employer and then by organizer of this employer.
- View by Organizer
- View assigned turf organized by organizer and then by employer.
9. Activities
- Dashboard
- Allows users to view and edit existing activities.
- Create Activity
- Allows users to create a new activity.
- Add Activity Participation
- This button allows users to utilize the rapid activity data entry tool for use in situations with more unorganized or unclean data (sign-in sheets, local-wide meetings, etc.).
10. Reports
- Build a Report
- Users can build a new report using Se Puede’s built-in layout with guiding questions.
- Saved Reports
- Users can access and run already-built searches.
- Report Templates
- Users are able to define and utilize templates for reporting use in the Build a Report feature.
11. Settings**
- Activity Configuration- Limited to Se Puede administrators
- Staff Structure
- View (and for administrators, edit) organizing staff structure
**Many functions may be limited due to permission settings. Please reach out to the local Se Puede administrator if a function is unavailable to a user.