Setting up the Bureau Dashboard

Modified on Fri, 31 Mar 2023 at 10:42 AM

This topic details how to set up the EasyBadge Bureau Dashboard which enables you to easily see who is sending ID card data to you using the app across multiple databases.

 

To use the Bureau Dashboard you will need the following pre-requisites

 

  • Bureau version of EasyBadge.
  • More than one database to use within the dashboard
  • Have issues pairing codes for the above databases that you want to see in the dashboard

 

1. Click the Menu button (3 lines top left)

 

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2. Now click settings at the bottom of the menu and select the Bureau from the list and Click ‘Wizard’ as below.

 

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3. Next Click the ‘Create’ Button.

 

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4. Now enter a new email and password of your own. We recommend using a generic email and password like bureau@yourcompany.com rather than personal account linked to one person.

 

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5. Click OK to this message. It is important that the Bureau Database is held on a shared drive or location that anyone who may need to use the Bureau functions has access too.

 

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6. Now pick the database format you want to use for the Bureau Dashboard Database. Remember this database is a special database that holds information about the other EasyBadge databases   you are using.

 

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7. Give the bureau database a name and click ‘Save’ to save it into a folder on your network or PC where you know it will get backed up. This is important.

 

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8. Now click the ‘Create’ button on the Bureau Connection Wizard Page to create the Bureau Dashboard Database.

 

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9. After a few moments the below message will appear telling you the Bureau Database has been created and the Bureau Dashboard is available to use.

 

 

 

10. Once the Bureau Dashboard has been created it will create a default Logon which is User Name = Supervisor, Password = Supervisor.

 

 

 

11.  When prompted click yes to the above message so you can add some databases in to the Dashboard.

 

 

 

12. Tick all the Databases you want to use in the dashboard and click ‘OK’

 

13. To open the Dashboard for the First time move the cursor to the left to lead the side fly out or click the main menu button and select Bureau > Dashboard and enter the Supervisor Log on details provided above.

 

 

To learn about managing the dashboard search the topic Manage Bureau Dashboard

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