Mosio REDCap Direct - My Dashboard Page

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Getting Started - REDCap Direct Dashboard Page 

REDCap Direct Dashboard

1. Project Picker / Create New Project
2. User Profile
3. Usage
4. Account Overview
5. Account Contacts
6. Account Plan
7. Cancel Account

REDCap Direct Dashboard

Image: REDCap Direct Dashboard

 

 

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The Dashboard is composed of 5 sections (Cards) Along with a project picker and user profile settings.  To learn more about each section, please see the detailed descriptions below.

1. Project Picker / Create New Project: Clicking on this will display a dropdown with all of your current projects as well as an option to create a new project. See Help Page: Mosio REDCap Direct - My Dashboard Page - How to Create a New Project
2. User Profile: Clicking on this will display a dropdown with a profile "Settings" option and a "Logout" option. See Help Page: Mosio REDCap Direct - My Profile - Overview of Settings
3. Usage: Displays SMS usage counts for the project and a report download
4. Account Overview: This shows you the phone number and API Key. (includes video to add API to REDCap)
5. Account Contacts: This displays your Billing and Technical contacts.
6. Account Plan:
   * Basic: Your type of plan.
   * Billing Date: The date that your credit card will be billed.
   * Card Ending in XXXX : The credit card that is being used.
   * Update Card: This button will update the information if you were to change any of it.
   * Billing History: This button will show you the billing history of your credit card.
7. Cancel Account: This will cancel your account at the end of your billing cycle and any outstanding balance charged to the card on file.

3. Usage

The numbered items in Image 3 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 3: Usage

 

 

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1. Usage: Displays SMS usage counts for the project
2. Text History Button: This downloads a CSV report of the project test history.

4. Account Overview

The numbered items in Image 4 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 4: Account Overview

 

 

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1. Account Overview: This shows you the phone number and API Key. Clicking on the button next to the API Key will show the actual API Key rather than the X's. Once you click that button to display the API Key, there will be a button that allows you to copy your API Key so you can paste it into your REDCap project.
2. To Add your API key to REDCap, please see video below:

Please find the video below that walks through the configuration process of Mosio REDCap Direct from inside the REDCap Dashboard

5. Account Contacts

The numbered items in Image 5 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 5: Account Contacts

 

 

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1. Account Contacts: This displays your Billing and Technical contacts. You will see their name, phone number, and email. You can edit their information as well, but make sure to click the "Update" button to save your changes.

6. Account Plan

The numbered items in Image 6 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 6: Account Plan

 

 

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1. Account Plan:
   * Basic: Your type of plan.
   * Billing Date: The date that your credit card will be billed.
   * Card Ending in XXXX : The credit card that is being used.
   * Update Card: This button will provide an option to update the credit card information.
   * Billing History: This button will show you the billing history of your credit card.

7. Cancel Account

The numbered items in Image 7 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 7: Cancel Account

 

 

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1. Cancel Account: This will cancel your account at the end of your billing cycle and any outstanding balance charged to the card on file.