How to reset someone's password?
Click on the Users button in the group menu.
You will see a Send PSW Reset button next each member of the group. If one of the users needs their password to be reset, just click the button next to their name. They will automatically receive an email with a new password you created for them.
NOTE: if for some reason they don't receive an email, you can always contact Shyft support for help. Just click on the Chat button in your bottom right-hand corner.
This can also be used to reset the customer’s password, in case they forgot it.
You can always remove users from the group by clicking on the red Remove button next to the user’s info.
The customer forgets their Apple ID and/or password
During the pre-survey phone call, if the customer realizes that they don’t remember their Apple ID or their password, you should suggest that they use some other device for the survey, if possible. If changing device is not possible, try to help them ...
Group(s) section on Dashboard
In this section, you will be able to see the most recent 3 surveys. Underneath will be a set of buttons: Search, Group, Users, Start Survey. Search button will give you the same options as the Search survey shortcut in the main navigation bar - ...
How to manage users in your group?
You can add a new user to any specific group in Shyft, by clicking the Users button in the group menu. In the section called New User, enter the user’s name, phone number, and email address. Then click on Invite. They will receive the invitation ...
Manage your account in Shyft platform
In order to make changes to your own account, click on your email address in the top right-hand corner of your screen and choose “Account” from the menu below. On this page, you will see sections for “Security” and “Notification settings”. In ...
Issues with downloading or using an Apple device
If the customer has any issues downloading the app using Step 1 in their invitation text message or email, just ask them to download it directly from the App Store by searching for Go ShyftMoving. NOTE: If the customer cannot download the app because ...