Explore how each section of the dashboard helps your office monitor employee activity, compliance, and connected entities.
The Single Office Manager account provides a centralized dashboard for any office—whether operating independently or as part of a larger group—to manage employee connections and monitor CE compliance. This account allows offices to connect with employees and offer valuable benefits and can also provide full visibility into the team’s continuing education and compliance requirements.
Dashboard Sections:
1. Corporate Connections
If your office is affiliated with a larger organization or corporate structure, this tile displays how many corporate entities your office is currently connected to.
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Click View all to see:
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Detailed list of connected corporate offices along with contact and profile information.
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Search and Connect with corporate offices.
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View pending connection requests and respond accordingly.
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Update or manage your corporate affiliation as needed from this section.
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2. Employee Connections
This tile displays the number of employees currently connected to your office account.
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All connected employees will receive account benefits based on the membership plan your office is subscribed to.
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Click View all to manage employee associations.
3. Employee Statistics (Coming Soon)
This upcoming feature will give you a comprehensive overview of all employee compliance metrics, including:
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CE progress
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License renewal deadlines
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Full tracker access for each employee
This will help your office support CE and license compliance across your entire team.
4. CE Compliance Groups (Coming Soon)
Create custom compliance groups tailored to your office’s internal training needs. Examples include:
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New hire onboarding
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Role-specific CE
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Annual internal training refreshers
5. Federal & State Compliance Groups (Coming Soon)
Track and manage both CE & non-CE compliance requirements such as:
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OSHA
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HIPAA
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CPR certification
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Any other regulatory training required by law for your office
These groups help ensure your team remains compliant with industry and legal standards.