Manager Roles and Features / Create Teams

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• Teamo User Roles

  As a client you have three main user roles, each role has access to different program functions and reports. The chart below shows you what each user can do: Feature Business Manager Collector Program Setup and Configuration Change system ...

• How to Create and Manage Challenges as a Manager or Administrator

  Using Challenges is a great way to engage your team and to accomplish specific tasks. Users are assigned challenges and check off each task as they are completed. Once a user has completed a challenge, the manager who created the challenge logs into ...

• How to create and manage polls.

  Using polls is a great way to gather feedback about specific topics. You can deploy polls to individual users, departments or to specific locations. Creating A Poll To create a poll: 1. Go to COMMUNICATION on the main menu. 2. Click on MANAGE POLLS: ...

• How To Self Register And Create An Account

  If you are an employee of a client who is using the self-registration system, you will need to follow these steps to create your account: On the login page, on the bottom right, they will see the words Register Account. When they click on Register ...

• Edit User Profile, Change User Role, Remove Users From the Program or View List of Active Employees

  Managing or viewing active users is simple and quick to do. In the system you can: View a list of all active employees and current account balances. Add new users. Modify a user's information including email address, passwords, mailing address and ...