Set up your account in these 4 simple steps so your team can start brushing up on their PK today!
Maneuvering the Dashboard
Welcome to the Dashboard! Consider this the back-end of your employee’s apps. This is where you will manage your team and review team reports. On the far left-hand side, you will find a list of words you can select - this list is the Dashboard menu, and we refer to each word in the list as its own ‘tab’ in the menu.
1. Update your company logo
Your logo represents YOU. It embodies your company, your team, your levels of service, your product, etc. By uploading your logo, you will remind your team members of the in-app of the empire they are helping you build! It will appear on the Dashboard, in-app, and potentially in some of the modules you create.
To upload your logo, sign into the Dashboard. On the homepage, click the square beside your company name in the upper-right-hand corner, select the image in the bottom left and then just drag & drop the logo in, and step 1 is complete! (yes, it’s that easy)
If you need to change your logo, you can easily do so. Click on the image in the top right corner and select ‘Edit Company Logo’ in 'Company Actions'. From here, you will be able to drop your logo into the perforated square in the popout screen.
2. Upload your location addresses
This is a very important step because your locations and role tags are how we deploy modules to your team! To set up locations, visit the locations tab of the Dashboard. From here, you can
Select the ‘Create a New Location’ button at the top of the screen and enter the required mailing address fields.
If you need to modify an existing location, you click into the location option and toggle over to the ‘edit location’ option.
Spiffy Essentials allows a maximum of 1 location. To upgrade, please reach out to info@withspiffy.com.
3. Send invitations to your team members!
Spiffy, only sends email invites to your team members.
To send the invites, click on the ‘Team Members’ tab in the menu.
x) Click the ‘invite team member’ button at the top of the page
y) Enter the required details (Name, email, location and role) and click ‘add team member’
z) To send more than one invite at once, select the ‘invite from CSV’ button at the top of the page, download the template and reupload to invite.
Spiffy Essentials allows a maximum of 10 team members. To upgrade, please reach out to info@withspiffy.com.
4. Browse Marketplace Content
Check out our extensive content marketplace by visiting the ‘marketplace’ tab of the menu.
Browse available modules, filter by product name, or select a brand from the brand filter function! The Marketplace is also available to users via the 'Explore' page of the app. Users can 'choose their own adventure' and learn what they want to learn.
This can be monitored via the reports on the 'Home' page and the 'Locations' tab.
To learn more about Spiffy PRO+ features, please reach out to info@withspiffy.com.