Back to BlogGuide

Setting Up Your Company Admin Dashboard: A Complete Guide

Jodly Team·

Overview

The Jodly Company Admin Dashboard is a web-based control panel for Business plan customers. It lets you manage your entire team's digital business cards from one place -- branding, analytics, member management, and more.

Step 1: Create Your Company

After subscribing to the Business plan, log in to the admin portal at app.jodly.in/admin. Click "Create Company" and fill in your company name, logo, and brand colors.

Step 2: Invite Team Members

Navigate to the "Team" tab and click "Invite Members." Enter email addresses of your team, and each person will receive an invitation to join your company on Jodly. You can invite members individually or in bulk via CSV upload.

Step 3: Configure Brand Templates

Under "Branding," set your company's primary colors, logo, and default card layout. These settings are automatically applied to all team member cards, ensuring brand consistency across the organization.

Customizable Elements

  • **Primary and secondary colors** -- applied to card backgrounds, buttons, and accents
  • **Company logo** -- displayed on every team card
  • **Default social links** -- company website, LinkedIn page, etc.
  • **Card layout** -- choose from professional, modern, or minimal templates
  • Step 4: Manage Roles and Permissions

    Jodly supports three roles:

  • **Admin** -- full access to all settings, billing, and team management
  • **Manager** -- can manage team members and view analytics, but cannot change billing
  • **Member** -- can edit their own card and view their personal analytics
  • Step 5: Monitor Team Analytics

    The "Analytics" tab shows aggregate performance data across your entire team:

  • **Total card views** -- how many times all team cards have been viewed
  • **Top performers** -- which team members get the most engagement
  • **Action breakdown** -- calls, emails, website visits, and social follows triggered from cards
  • **Time-series trends** -- weekly and monthly engagement graphs
  • Step 6: Onboard and Offboard Members

    When a new employee joins, invite them via the dashboard. Their card is pre-configured with company branding. When someone leaves, deactivate their account to immediately disable their card and remove company data.

    Best Practices

  • **Update branding quarterly** to keep cards fresh
  • **Review analytics monthly** to identify training opportunities
  • **Use naming conventions** for card titles to maintain consistency
  • **Export reports** for leadership reviews
  • Conclusion

    The Company Admin Dashboard transforms how teams manage their professional identity. Set it up once, and your entire team benefits from branded, trackable, always-updated digital cards.


    Ready to go digital?

    Create your free Jodly card in under 2 minutes.

    Get Started Free