Workspace
Marketing's own jobs and requests from staff, kept separate. What is due soonest is at the top.
Tracking
Social media, website visitors, reviews and PR. Fill in each month; figures save as you type.
Finance
Monthly subscriptions and one-off costs, with totals.
Staff
Everyone by provision, with Support Staff at the bottom. Tick boxes save as soon as you click them.
Settings
Only the people listed here can sign in to the back end. Anyone on the list can add or remove others.
People with access
Give someone access
They can then sign in with their email and a code. Nothing is sent to them until they try.
System Handbook
Where everything is (accounts, domain settings, data, emails, files) and what to do if something goes wrong.
Monthly report
A report is emailed automatically to everyone above at 9am on the 1st of each month, covering the month just finished: jobs completed, requests, tracking and finance. Send yourself a preview of any month here; it only goes to you.