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Learn how to access and use Analytics DSO Reports in the Analytics-Only portal

DSO Reports: Enterprise Reporting

Learn how to use the Performance Board to view data for multiple locations at once

DSO: Analyze Performance Across All Your Locations

Learn how to use the Collections Board to view data for multiple locations at once

DSO: Track Collections Across All Your Locations

Learn how to create customized reports that focus on the locations and data that you care about most

DSO: Use Scorecards to Turn Data into Actionable Insights Across Multiple Locations

Learn how to use Team Members Scorecards to track the success rates of Team Tasks in Engagement

Track Trends and Multi-Location Team Task Performance with Team Members Scorecards

DSO Dashboards, Scorecards, & Reporting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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