Need some help to set up your Salesfloor user account? Follow these steps below to get started!
- Step 1: Invite Email
- Step 2: Access the app or web portal
- Step 3: Token
- Step 4: Username/Password
- Step 5: Email, Phone Number, Personal URL (web address)
- Step 6: Name, Location, About Me
- Step 7: Profile Picture
- Step 8: Specialties
- Step 9: Import Contacts
- Step 10: Social Media links
1. Once you have been invited to the system by your manager, you will receive an invite email in your inbox.
2. You can activate your account either in the mobile app or in a web browser - choose whichever option is more convenient for you!
Mobile App: Download the Salesfloor app from the App Store (Apple) or Play Store (Android). When first opening the app, enter your Retailer ID then click "Set up your Account".
Note: If your organization uses SSO (Single Sign-On), do not select "Set up your Account." Instead, tap "Sign In" then "Sign in with Azure AD" and enter your company credentials to proceed. For more details, please see: How to Onboard SSO
What's my retailer ID? Your retailer ID is simply your retailer’s name, no caps, no punctuation. It may also be the short form version of your retailer's name. You can also contact your Manager to provide this information.
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Web Browser: Simply click on the Create Account link in your invite email or enter your retailer's URL followed by /setup into your browser's address bar.
- e.g. subdomain.domain.com/setup
Note: If your organization uses SSO (Single Sign-On), please use /app instead and click "Sign in with Azure AD". For detailed instructions, please see: How to Onboard SSO
3. Next, you will need to enter your token. Your token is your employee ID unless specified otherwise. This token can also be found in the invite email you received.
4. Enter your work email and then choose your username and a strong password.
Remember: A good username & password is both easy to remember for you & difficult to guess for others. You can change your password at any time in your account settings.
5. Review your work email and choose your web address (personal URL)
6. Just a few more steps to go! To start building your profile, add in your name and confirm your store location (by default it should already be set to your store). You also have the option to customize your About Me section to give your clients an introduction to you and your experience:
7. Greet your clients with a smile by adding your profile picture or select I'LL UPLOAD LATER if you plan on taking a new picture at a later time.
8. Select your Specialties and press next to continue.
Note that this step may be optional depending on your retailer's setup preferences.
9. Select Import your contacts to add your contacts now, or I'LL UPLOAD LATER
Note that this step may be optional depending on your retailer's setup preferences.
10. Add in your social media accounts to help grow your audience and reach clients where they look most:
Note that this step may be optional depending on your retailer's setup preferences.
Congratulations! You've now completed your account set up & onboarding. Select Start managing your Storefront to log in and start customizing your Storefront: