This guide is also available as a PDF-file which you can read online, download and share: The extensive Guide to Getting Started with Napp.
What you will get
This guide is a great place to start for the Napp admin who is logging into his or her account for the first time. You will get thoroughly introduced to central features and afterwards you should feel prepared to start working with Napp. You will get an overview of the platform which will immediately help you work more effectively.
What you need
You need admin rights to be able to manage all the features mentioned in this guide. Besides that you only need a laptop, internet connection and your Napp login credentials, and you are ready to get started.
What to do
- Become familiar with the platform
- Add your people as users
- Create teams and add your users to the teams
- Create categories for your content
- Upload content and create folders
- Customize the front page of your app
- Send a push message
- Create a form
The guide describes all the steps in a cohesive flow.
Overview of Napp®'s menu and features
The first thing you’ll see when logging into your Napp® account is a dashboard. It might look blank and dull the first time but as soon as your organisation starts using Napp®, the sections on your dashboard will be filled up with some basic statistics to give you an overview of the solution. You can always return to the dashboard by clicking Home in the main menu located on the left side of the screen.
In March 2018, Napp®'a administration was updated with a completely new design which you can read about in the Guide to the new Napp® backend to get a sense of the structure and features in the system.
Adding your people as users
A great place to start is adding your people into Napp® as users. There are different ways to do this; you can add users manually one-by-one, import multiple users with Excel, or just make people sign up themselves by using the Napp® app. Read our guide on how to Create a new User. To get an overview of the different roles and permissions of users, see our Guide to User roles and Permissions.
Creating teams and adding members
To get the most out of Napp®, separate your newly added users into different teams. You can add as many teams as you want and a user can also be a member of several teams. Think of teams as a way to “tag” your users to organise them and to give them access the right content. First take a look at our infographic which explains how Teams work then continue to the guide on how to Create Teams.
We highly recommed you structure your teams in a way which makes sense to your organisational structure. You could create teams for your departments, Sales, Marketing and Management, for example. If you’re a big nordic company, you might also want to create teams for Denmark, Norway and Sweden. You can also separate them completely into Sales DK, Sales NO and Sales SE and so on. Teams are also a great way to segment the statistics of your users, so if you have a team of your own with a few people, consider creating that as a team, too. The options are endless and creating teams will make it easier for you to control access to content in your Napp® solution.
How you structure teams is of course up to you – just give it some thought, or contact us if you’d like to get some help. Which teams your users are in will later have an affect on what they have access to when we get to creating categories.
Creating categories for your content
Now we can begin adding your content into Napp® and that starts with creating categories. Using categories is a great way to organise your content which you probably have a lot of; brochures, sales reports, product catalogues, company party pictures, installation manuals, promo videos. But unlike teams and users, one file can only belong to one category, so you may want to carefully consider what to name your categories and how to structure them as well.
Categories in Napp® are also used to control user and team access to content. This is done by adding teams to the category you want to give the team members access to. This could for example be giving team Management access to category Sales Reports. When you upload new files and give them the same category, the teams already added to it will always be able to access the content right away. It's a much faster and easier way than adding teams to each single, separate file you upload.
Uploading content and creating folders
With users, teams and categories in place, you’re ready to upload your content and make it available to your people. Inside 'Publications' under 'Publish' is where the magic happens, there you can create folders and organise your file uploads. Read our guide on uploading content and creating folders.
Tip: PDF Document requirements. We’ve created a list of guidelines and best practices for PDF documents. Read the full list here to get off to a good start with publishing in Napp®!
Customizing the front page of your app
When you’ve uploaded files into Napp® they’re available to your people right away. Depending on the size of your organisation, you might just have a lot of files. To help you help your people find the right materials easily without having to dig around hundreds of folders, Napp® has an “App Designer”. With the App Designer, you can customise what’s on the front page of your Napp® app – files, images, image sliders, links into folders, links to a website and even videos. You can also restrict specific content to specific teams. Check out our guide on How to use the App Designer.
Sending a Push message
Push messages is a great way to notify your people about new materials in Napp®, for example. By sending a Push message, the recipients will get a notification sent from your app straight to their phone, much like when they receive an email in their inbox. See our article on How to send a Push message and also the one on Segmenting Push messages with tags.
Creating a form and adding form fields
Forms in Napp® is a great way to allow your people to use and share a form from the app or web platform. Maybe your sales reps need a signup form for a specific product when they’re out selling at events? Or your installation workers could benefit from a checklist when they’re out setting up your products. A form could also just be for a simple newsletter signup, the possibilities are endless. Check out our guide on Creating a form and adding form fields.
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By now, you’re hopefully more familiar with the features in Napp® and all the fantastic possibilities. And should you forget about it all sometime during your hectic work week, you can always return to this guide and our articles.
Check out our other guides for more help:
- How do Teams work in Napp? (Infographic)
- How do Categories work in Napp? (Infographic)
- What are statistics?
- How to create forms and add form fields
- Guides to the Napp app for Sales Representatives (PDF's)
If you still feel you need help getting into Napp®, please don’t hesitate to send us an email at firstname.lastname@example.org or chat with us directly here on our website. We hope you enjoyed our getting started guide – let us know if we forgot something!