Getting started
This page walks through your first week with the dashboard. You will set the program's rules, add your employers, and get the first participants driving.
1. Sign in
Go to the dashboard address you were given and sign in with your email and password. There are two kinds of account:
- Program staff see the whole program: every employer, every participant, the review list and the settings. Only program staff can change the rules, add employers and mark rewards as sent.
- Employer contacts see only their own employer's people and numbers. They cannot see other employers, change the rules or send rewards.
To add a colleague or an employer contact, open Program settings → Accounts. The new account gets a temporary password, shown to you once, which you pass on; they change it under My account. Reset password there does the same for someone locked out, and signs them out everywhere. Every account added, reset or removed is in the audit log on Review.
2. Check the program's rules
Open Program settings. Four things live here, and participants see all of them in the app:
- Verified shared trips for a monthly reward. Four is a good start: about one shared round trip a week.
- What the reward is, in a phrase that finishes "Make 4 shared trips this month to earn…".
- This month's sponsor, if a local business is providing the reward.
- The support email participants can write to from the app.
Changes reach phones the next time each participant opens the app. See Rewards before changing the threshold in the middle of a month.
3. Add your employers
Open Employers and add each employer you are working with. Each gets a join code, the word its staff type in the app (MONTAGE, BIGSKYRESORT). People who join with an employer's code are counted under that employer, are matched with co-workers first, and appear on that employer's dashboard.
Individuals who don't work for a participating employer join with the program's own code, and are counted as Individuals.
Enter a headcount if you know roughly how many staff the employer has; the dashboard then shows participation as a share of staff. More in Employers.
4. Invite participants
From the Employers page, Print poster makes a one-page poster with the employer's code and the four steps to join. Put it in break rooms, staff housing and at the bus stops at Four Corners and Gallatin Gateway. Your newsletter, the One Less Car web page and new-hire packets are the other good places. More in Participants.
5. Watch the first trips arrive
Trips appear on the Overview within minutes of a participant finishing a drive with signal. A shared trip shows up once both phones have uploaded; a phone that finishes in the canyon's dead zone uploads when it next has signal, so some trips appear an hour or a day later. That is normal.
6. At the end of each month
- Open Rewards, choose the month that just ended, and mark each reward as sent once you have sent it. The participant sees "Sent" in the app, with any note you add (a gift card number, "at the front desk").
- Open Review for anything that needs a look.
- If you report monthly, download the report from Reports.