Network View
Using the Network Tab
Manage your downline agents and groups by inviting, monitoring, and managing production, marketing, and compliance
Using the Network Tab
Section titled “Using the Network Tab”The Network Tab provides a centralized workspace for managing your marketing organization, tracking production metrics, coordinating marketing events, and monitoring compliance across linked accounts. This guide covers how to navigate and use the Network Tab features.
Accessing the Network Tab
Section titled “Accessing the Network Tab”To access the Network Tab:
- Ensure you have an active Network to work with
- Click the Network icon in the main navigation
- If you have multiple Networks, you’ll be prompted to select one
Switching Between Networks
Section titled “Switching Between Networks”If you have access to multiple Networks:
- Click the network selector in the sidebar or header area
- Browse the list of available Networks (shows name and description)
- Click Select on the Network you want to work with
- The page will redirect to that Network’s Overview dashboard
Your Network selection persists for your session, so you won’t need to re-select until you want to switch Networks or start a new session.
Network Sidebar Navigation
Section titled “Network Sidebar Navigation”The Network Tab sidebar provides quick access to all Network features. The sections you see depend on your assigned roles:
- Home - Return to the main application dashboard
- Overview - Network summary dashboard (always visible)
- Production - Dashboard, Agents, Reports (requires Production role)
- Marketing - Dashboard, Events (requires Marketing role)
- Compliance - Dashboard, Gap Report (requires Compliance role)
- Linked Accounts - Manage account relationships (always visible)
Network Overview
Section titled “Network Overview”The Overview dashboard provides a quick snapshot of your Network’s key metrics:
- Linked Accounts - Total number of accounts connected to this Network
- Contacts - Total contacts across all linked accounts
- Clients - Contacts categorized as clients
- Products - Open products across the Network
Click on any metric card to drill down into the related data.
Production Section
Section titled “Production Section”Requires Production role to access
Production Dashboard
Section titled “Production Dashboard”The Production Dashboard gives you a comprehensive view of sales and production activity:
Key Metrics:
- Active Agents - Number of agents currently active in the Network
- Open Products - Products with open/pending status
- Open Opportunities - Sales opportunities in progress
- Open Campaigns - Active marketing campaigns
- Appointments - Pending and kept appointments
Production Totals:
- Product Line Totals - Lifetime production broken down by product line
- Network Production - Weekly, monthly, and year-to-date production figures
Agents
Section titled “Agents”The Agents page lists all agents within your Network with filtering capabilities.
Agent List View:
- Search agents by name
- View agent status and basic information
- Click an agent’s name to view their detail page
Agent Detail Page:
- Attendance - Number of events attended
- Appointments - Pending and kept appointment count
- Production - Complete commission amounts
- Weekly Production - Week-by-week breakdown
- Monthly Production - Month-by-month breakdown
- Yearly Production - Year-over-year comparison
- Contact Details - Phone, email, and address information
Reports
Section titled “Reports”Access production analytics and generate reports for your Network’s performance.
Marketing Section
Section titled “Marketing Section”Requires Marketing role to access
Marketing Dashboard
Section titled “Marketing Dashboard”The Marketing Dashboard offers configurable views of marketing performance:
Dashboard Tabs:
- Upcoming Events - View scheduled marketing events with dates and attendance counts
- Recent Performance - Recent activity metrics
- Leaderboard - Rankings of top performers
Configurable Options:
- Date Range - Select the time period for metrics (Month to Date, Quarter to Date, Year to Date, Last 30/90/365 days, All Time)
- Leaderboard Limit - Show top 10, 20, 30, 50, or 100 performers
Your dashboard preferences are saved automatically, so your settings persist between sessions.
Events
Section titled “Events”Manage marketing events associated with your Network:
- Event List - Browse and search all marketing events
- Event Type - Filter by type of event
- Campaign Association - See which campaigns events belong to
- Venue Information - View event locations
- Attendance Counts - Track who attended each event
Compliance Section
Section titled “Compliance Section”Requires Compliance role to access
Compliance Dashboard
Section titled “Compliance Dashboard”Monitor the compliance status of accounts within your Network:
Overview Metrics:
- Linked Accounts - Total accounts in the Network
- Email Accounts - Number of configured email accounts
- Text Accounts - Number of enabled text messaging accounts
Compliance Gaps:
The dashboard highlights accounts with compliance issues. Gap cards appear with warning indicators when issues exist:
- Email Without Archive - Email accounts missing BCC archiving rules
- Email Without Signature - Email accounts without configured signatures
- Text Without Archive - Text accounts without SMS email forwarding enabled
- Text Without Opt-In - Text accounts missing opt-in message configuration
Click on any gap card to view the detailed Gap Report filtered to that specific issue.
Linked Accounts Table:
Below the metrics, a searchable table shows all linked accounts with:
- Account name
- Primary email
- Phone number
- Email accounts count
- Text accounts count
Gap Report
Section titled “Gap Report”The Gap Report provides a detailed view of accounts that need attention:
- Filterable list of accounts with compliance gaps
- Filter by specific gap type (email archive, signature, text archive, opt-in)
- Direct links to account settings for remediation
Linked Accounts
Section titled “Linked Accounts”The Linked Accounts section manages the relationships between accounts in your Network.
Viewing Linked Accounts
Section titled “Viewing Linked Accounts”The Linked Accounts page shows all account links with:
- Search - Find accounts by name
- Active Only Toggle - Show or hide dissociated/disabled links
- Sortable Columns - Sort by name or status
Link Statuses:
- Linked - Active, connected relationship
- Dissociated - Previously linked but currently separated
- Disabled - Link has been deactivated
Managing Link Invites
Section titled “Managing Link Invites”Send invitations to have accounts join your Network:
Creating an Invite:
- Navigate to the invite creation form
- Select the account to invite
- The system generates a unique, secure invite code
- Configure access roles (typically Access and Control)
- Send the invitation
Invite Statuses:
- Pending - Invitation sent, awaiting response
- Accepted - Recipient has accepted
- Linked - Account has been fully connected
- Expired - Invitation is no longer valid
Viewing Invite Details:
The invite detail page provides comprehensive information:
- Account Information - Name, timezone, status
- Production Tab - Weekly, monthly, YTD production and goals
- Marketing Tab - Marketing activity data
- Linked Institutions Tab - Associated institutions
- Contacts Tab - Contact records
- Documents Tab - Attached documents
Approving Invites:
When an account accepts your invitation, you may need to approve the final link through a workflow process that transitions the invite to “Linked” status.
Understanding Roles
Section titled “Understanding Roles”Access to Network Tab sections is controlled by roles. The sidebar navigation shows or hides sections based on your assigned permissions:
| Role | Sections Accessible |
|---|---|
| Production | Production Dashboard, Agents, Reports |
| Marketing | Marketing Dashboard, Events |
| Compliance | Compliance Dashboard, Gap Report |
The Overview dashboard and Linked Accounts section are always visible to users with Network access. Contact your administrator if you need access to additional sections.
Tips for Effective Network Management
Section titled “Tips for Effective Network Management”- Check the Overview regularly - The dashboard provides quick insights into Network health
- Monitor compliance gaps - Address issues promptly to maintain regulatory compliance
- Use the leaderboard - Identify top performers and recognize achievements
- Review production metrics - Track weekly, monthly, and yearly trends to spot opportunities
- Keep linked accounts current - Regularly review link statuses and manage inactive relationships
- Leverage event attendance - Track marketing event effectiveness through attendance data
Related Articles
Section titled “Related Articles”- Setting Up Network Types
- Creating and Managing Networks
- Configuring Email Compliance Settings
- Managing Agent Production