📖 EBG Admin Dashboard — Complete Guide
Welcome to the Empowered Business Group Resource Center Admin Dashboard. This guide covers everything you need to manage leads, resources, and maintain your Resource Center effectively.
🔐 Accessing the Admin Dashboard
Admin URL
The admin dashboard is accessed by navigating to your website's URL and adding #admin to the end:
yoursite.com/#admin — This URL is private and not linked anywhere on the public site. Keep it confidential.
Logging In
- Navigate to yoursite.com/#admin
- Enter your admin password on the login screen
- Click Unlock Dashboard or press Enter
- The dashboard will unlock and remain accessible for your entire browser session
⚠️ Session Security: Your login session is stored in sessionStorage. Closing the browser tab or window will require you to log in again. This is intentional for security.
Logging Out
Click the Log Out button in the top-right corner of the dashboard at any time. This immediately clears your session and returns to the login screen.
📋 Tab 1: Download Requests (Leads)
Viewing Leads
The Download Requests tab shows every resource download request captured through the Resource Center lead-capture modal. The four stat cards at the top give you an instant summary:
- Total Leads — All requests ever captured
- This Month — Requests captured in the current calendar month
- Most Requested — The resource with the most download requests
- Unique Emails — The number of distinct email addresses in your leads
Searching and Filtering
Use the filter bar above the table to narrow your leads:
- Search box — Filters by first name, email address, or resource title as you type
- Category dropdown — Shows only leads for a specific resource category
- From / To date pickers — Filter by date range (both can be used independently)
- All filters combine — you can search within a category within a date range simultaneously
- Click Clear to reset all filters at once
Deleting a Lead
Each lead row has a Delete button. You will be asked to confirm before the record is permanently removed from storage.
📊 Exporting Leads to CSV / Excel
How to Export
- Apply any filters you want (the export will include only currently visible leads)
- Click the ⬇ Export CSV button
- A file named EBG-Leads-YYYY-MM-DD.csv will download automatically
- Open the file in Microsoft Excel or Google Sheets
The CSV includes columns: First Name, Email, Resource, Category, Date, Time.
Tip: To export ALL leads, make sure all filters are cleared before clicking Export CSV.
📁 Tab 2: Managing Resources
How Resources Work
All resources are stored in your browser's localStorage under the key ebg_resources. The public Resource Center renders cards dynamically from this store — so any changes you make in the admin take effect on the live site immediately without any rebuild.
Adding a New Resource
- Go to the Manage Resources tab
- Click Add New Resource
- Fill in the form:
- Title — The resource name (shown on the card and in the lead capture modal)
- Category — Select an existing category or type a new one in the "New category" field
- Tag / Type — The small badge label (e.g. "Guide", "Checklist", "Template")
- Description — The description shown on the resource card
- Button Text — Text on the download button (default: "Download Free Guide")
- PDF Upload — Upload a PDF file; it is stored as a data URL so downloads work locally
- Active toggle — Active resources appear on the public site; disabled ones do not
- Click Save Resource
- The resource immediately appears on the public Resource Center page
Editing a Resource
- Find the resource in the table and click Edit
- The edit form opens with all fields pre-filled
- Change any fields — including replacing the PDF (upload a new file)
- The current file name is shown if a PDF is already uploaded
- Click Save Resource — changes appear on the public site immediately
Enabling / Disabling a Resource
Each resource row has an Enable or Disable toggle button:
- Disable — Removes the resource from the public Resource Center immediately (the record is kept in admin)
- Enable — Restores the resource to the public Resource Center immediately
Replacing a PDF
- Click Edit on the resource
- Under the PDF field, you will see the current file name (if one exists)
- Click the file input and select a new PDF to replace it
- Save — the new file is stored and download links update immediately
Deleting a Resource
Click Delete on any resource row. You will be asked to confirm. Deleted resources are permanently removed from the store and disappear from the public site.
🔧 Maintenance Recommendations
⚠️ Important: All data (leads and resources) lives in your browser's localStorage. This means data is stored on the specific browser and computer you are using. Clearing browser data, using a different browser, or switching computers will result in data loss unless you have exported it.
Monthly Export Routine (Recommended)
- Log into the admin dashboard at the start of each month
- Go to the Download Requests tab
- Clear all filters so all leads are visible
- Click ⬇ Export CSV
- Save the file to your computer or cloud storage (Google Drive, Dropbox, etc.)
- Name the file with the month, e.g. EBG-Leads-January-2025.csv
PDF File Management
- Always keep original PDF files saved on your computer in a dedicated folder
- Name files clearly, e.g. EBG-Business-Startup-Guide-v2.pdf
- When you update a guide, re-upload the new version through the Edit form in Manage Resources
Browser Recommendations
- Always use the same browser and computer for admin access to maintain data continuity
- Do not use private/incognito mode — localStorage does not persist between incognito sessions
- Avoid clearing browser storage unless you have first exported all leads
Best Practice: Export leads to CSV at least once per month and store the file in a cloud drive folder named "EBG Lead Records." This creates a reliable backup history even if browser storage is cleared.