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6 Ways to Optimize Your Salsa Dashboard and Account

Whether you’re new to Salsa or in need of a refresh, there are tons of features in our online organizing platform that we think are worth a shout out for their cool factor or simple convenience. And we’re not just talking about the incredibly useful email outreach,fundraising campaign tools, or event management features. There are also some fundamental features that make Salsa work in a way that’s right for you. We’re talking about the basic, yet important, Salsa dashboard and ccount management features that govern the way your entire Salsa account operates.

Think of these features as your Salsa headquarters. Here are six ways you can get more from these tools and, ultimately, your Salsa experience.

1. Creating Alternate Logins

Each user on your account should have a login that’s unique to them. It's an important security safeguard that's actually required by our Terms of Service.

To create these logins, simply click on “Account” in the upper right hand section of Salsa, then choose “Campaign Managers” in the “Salsa Configuration” box. Next, click the blue “Add Campaign Manager” button, and click on “Details” to fill in more information.

Salsa Alternative Logins 

2. Create Permissions for Logins

If you want to control who has access to what in Salsa, for example, giving campaign managers more control than administrators (so that your admins only see your fundraising and supporter data, then the roles feature is for you.  

Creating roles allows you to define account access levels and from there assign it to any number of users. You can find the feature under the “Roles and Permissions” tab where you’d add campaign managers. Choose the title and description of the new role (e.g., “Interns”) and hit “Save”. Then, you can choose which packages the role has access to, which groups it has access to, and so forth.

Once created you can return to the campaign managers section and assign the role to the right people.

Salsa Permissions

3. Create a Branded Subdomain

When you get started with Salsa, your default URLs look something like this: http://org2.salsalabs.com or http://salsa3.salsalabs.com

But it doesn’t have to be that way. You can easily set up a branded subdomain for Salsa pages that reflect your organization’s actual URL, for example: http://action.yeson123.org orhttp://my.yeson123.com.

To do this, go to the “Account-Wide Settings” tab and look for the “Base URL” setting. You’ll also need to make some changes outside of Salsa and create a CNAME record with your domain registrar pointing your subdomain at Salsa's servers. 

To read more about this, check out this branded subdomain documentation, and contact your registrar for assistance if needed.

How to Create a Branded Subdomain

4. Submit a Ticket Online

Having problems? Submit a ticket online and we’ll troubleshoot the issue for you. In fact, doing it online makes it easier for everyone because the ticket automatically reports information about your local environment. 

To create a ticket, click on “Support” in the upper right hand corner of the screen. In the new tab, choose “Submit New Request.” Add as many details as you can, including the action key (or other relevant key) and screen shots.

Boom! Ticket created.

5. Customize Your Dashboard

Not getting everything you need from the default dashboard? No problem! You can easily add or rearrange reports using the “Add Content” link in the upper right of the dashboard canvas. From here pick the report you want to add.  

Items on the dashboard can be moved about by clicking and dragging, or removed from the dashboard by clicking the corner "X". Your dashboard will "remember" these customizations the next time you log in, but they won't affect anyone else using your Salsa account.

6. Manage your Growing Tags

Tags are great because they let you organize data everywhere in Salsa and they are so easy to create. To find and manage your multiplying tags -- including renaming or deleting them -- click to the “Dashboard” tab, then look for the menu item "Tags" within that tab's navigation.

Get Salsa 101 Training

For more Salsa tips and tricks check out: Salsa 101 Training - An Introduction to Salsa Software.

Topics: Salsa