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How to sign into the Ingage Insights App

This document will explain what needs to be set up in order to get the Ingage Insights App


Step 1 - YouDownload mustthe have a Backoffice Log inapp

    Go

  • Ifto ayour userphones doesApp notstore haveand search for "Ingage Insights" and download the app

    Or click on one goof these links to Staffbring -->you Employeesright -->to Add new record

    • Fill out the details tab: Name, email, and Backoffice log in password is required
it

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Step 2 - Sign In

Use your Backoffice log in to sign into the app

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If you do not have a Backoffice log in, or if you do and its still not showing you information then double check these two things.

 

Create a Backoffice Log in

  • Go to Staff --> Employees --> Edit the employee who needs a log in
    • An email address is required for a Backoffice Log in
    • Then click the checkbox for "Backoffice Login"
    • A box will appear for the user to create a password

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You must have the job role right to view the Sales Period Report

  • If you have a log in and you still don't see information it might be because your job role doesn't have the correct access. 
  • Staff --> Job Roles --> Edit the job role you'd like to give this task to
  • Expand Reporting --> Reports --> Sales --> Check the box for "Sales Period Report" --> Click Save 

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Step 3 - Download the app

Go to your phones App store and search for "Ingage Insights" and download the app

Or click on one of these links to bring you right to it

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Step 4 - Sign In

Use your Backoffice log in to sign into the app

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