Step 1: Add your users to your TAP Company.
We validate the user email address and let them create their password by emailing an invitation to the SBI Platform.
Step 2: Update the user information in the Merchandising Portal
Assign the user to Volt, set their manager and add information about the user, like Payroll ID, in the Merchandising Portal.
Turning on the Volt Flag starts the Volt Certification process.
Step 3: Assign Store Locations to the User
Users see information for the stores they are assigned to. For in-store TAP Associates, they will be assigned to only the stores they need to service. Managers who need to report on all stores will be assigned to all stores.
Step 4: Create Templates
Templates are the tasks/jobs that you need completed at the stores.
Step 5: Assign and schedule templates to stores
Templates are assigned to location(s) and scheduled when they need to be completed. Tasks are assigned to a store and not a user. Anyone who visits the store will see the jobs to complete.