Web Dashboard User Guide

The Merq Web Dashboard is the central control panel for administrators and managers to configure operations, monitor field activity, review submissions, and generate reports.

Who Uses the Web Dashboard

Role	Typical Activities
Super Admin	Full system access, workspace configuration, RBAC management
Admin	Manage principals, projects, teams, outlets, visits, submissions
Manager	Monitor team performance, review visits and submissions
Approver	Approve or reject attendance and submissions

Core Hierarchy

Merq’s data model follows a top-down hierarchy:

Workspace
└── Principals (clients / brands)
    └── Projects (regional or campaign-level programs)
        └── Teams (groups of field staff)
            └── Outlets (store or point-of-sale locations)
                └── Visits (scheduled field activities)
                    └── Submissions (forms filled during a visit)

Understanding this hierarchy is essential for setting up and navigating the dashboard.

Key Modules

Module	Purpose
Dashboard	KPI overview, live activity, performance charts
Principals	Manage client brands
Projects	Manage operational programs
Teams & Users	Manage staff, roles, and team assignments
Outlets	Manage store locations, regions, and types
Visits	Schedule and monitor field visits
Submissions & Reports	Review form data, approve or reject, export
Live Tracking	Real-time GPS map of active field staff
HR Center	Attendance records, approvals, employee management
Import & Export	Bulk data import wizard and async export
Settings & RBAC	Workspace settings, roles, and permissions

Accessing the Dashboard

1. Open https://admin.merq.id in your browser
2. Enter your email and password
3. Select your workspace if you belong to multiple workspaces
4. You will land on the Dashboard home page

Permission-Based Access

Many features and buttons in the dashboard are shown or hidden based on your role and permissions. If a feature is not visible, contact your workspace administrator to check your assigned permissions.