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
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
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
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
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
Requires Production role to access
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
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
Access production analytics and generate reports for your Network's performance.
Marketing Section
Requires Marketing role to access
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
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
Requires Compliance role to access
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
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
The Linked Accounts section manages the relationships between accounts in your Network.
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
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
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
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
Setting Up Network Types
Creating and Managing Networks
Configuring Email Compliance Settings
Managing Agent Production