Guides & Tutorials
Learn how to launch Assists, motivate with perks, and measure impact.
Getting Started
Setup and onboarding
Getting started with Teamwins
Create an Assist, invite your team, and reward outcomes with Perks. Reviewers keep quality high.
Create your workspace
Name your workspace, set a goal, and invite your first teammates.
Invite teammates
Invite members and reviewers in one click. Google sign‑in makes it easy.
Launch your first Assist
Pick a template, set approvals, and publish.
Quick tour: Dashboard
Find Assists, points, perks, and reports from a single place.
Understanding the Dashboard
Navigate your Dashboard: overview cards, expanded views, and what each section shows.
Assists
Create, configure, and approve Assists
Assists: how they work
Structured, AI-powered asks that guide teammates to take high-impact actions.
Create an Assist from a template
Use proven templates for Warm Intro, Talent Referral, Post Share, and more.
Assist approvals: auto vs manual
Choose the right control level for quality without friction.
Notifications and reminders
How overlays, Inbox, and emails keep work moving; understand the event-driven notification system.
Best practices for Assists
Make Assists effective across Sales, Marketing, and HR; use AI responsibly.
File attachments in contributions
Upload resumes, reports, mockups, and supporting documents with your contributions.
Advocacy & Posts
Share on-brand content with AI help
Points & Perks
Motivation that scales
How points are awarded
Understand instant effort points vs reviewer-approved outcome points.
Points & Perks
Motivate with points tied to outcomes and redeemable perks your team actually wants.
Set points by outcome
Reward what moves the needle: meetings, hires, or verified reach.
Create perks
Create perks from templates or scratch in Admin → Perks; set availability, points, and value.
Integrating Teamwins with HR & Benefits Platforms
Connect Benify, Edenred, and others via claim links or CSV for seamless perks.
Leaderboard
See top contributors, points, and activity breakdowns at a glance.
Analytics & ROI
Measure impact and export data
Analytics & ROI
Understand impact with the Insights page: contributions, outcomes, and trends for admins.
Sales ROI calculator
Estimate new revenue from employee-led intros using benchmarks.
Marketing ROI calculator
Model additional impressions, engagements, and earned media value.
HR ROI calculator
Project referral volume, hires, and cost savings.
Dashboard metrics at a glance
Quick reference for the 7 main metric cards in the Admin Insights dashboard.
Understanding Value Generated
How business value is calculated: base values, industry multipliers, and outcome tracking.
Workspace & Roles
Members, reviewers, and permissions
Roles & permissions
Understand Members vs Reviewers. Reviewers grant outcome steps and stay in the loop.
Manage workspace settings
Industry, discoverability, leaderboard settings, and workspace basics.
Invite and remove users
Add teammates and cleanly remove access; billing is per active user.
Reviewer workflows
Triage approvals fast and keep quality high.
Admin: Configure workspace invites
Create invite links, set auto-approve, manage join requests, and secure your workspace.
Approvals & Notifications
Keep quality high and everyone in the loop
Configure approvals
Set up reviewers for Assists and auto-approve for Perks.
Set up notifications
Light nudges keep momentum without noise.
Understanding approval workflows
How approval requests work, reviewer actions, and when outcome points are awarded.
How notifications work
Understand when and how you will be notified about approvals, points, and requests.
Integrations
Connect with your favorite tools
Connect Slack to boost team engagement
Celebrate wins, create buzz, and keep momentum high with automatic Slack updates. Free for all plans.
Connect HubSpot to Teamwins
Automatically sync referrals to HubSpot CRM and reward your team when deals close. Requires Pro plan.
Notification architecture (Advanced)
Technical deep-dive: event queue, rules, dispatchers, and notification delivery for developers.
Billing & Account
Plans, invoices, account settings
Plans & billing
Details on Free, Pro, and Enterprise plans. Pricing is per Reviewer seat—Members are always free.
Manage invoices
Access invoices, download PDFs, and set billing email from the Stripe Customer Portal.
Change plan
Upgrade to Pro to unlock unlimited Assists, or downgrade to Free anytime.
Manage seats
Add or remove Reviewer seats to match your team size. Charges adjust automatically based on your Pro plan.
Account settings
Change name, email preferences, and notifications.
Security & Privacy
Controls for compliance at scale
Troubleshooting & FAQ
Common issues and quick fixes
Can't sign in
Common fixes for SSO and invite issues.
No approvals coming through
Why your approval queue looks empty.
Points not awarding
Verify milestones, approval state, and outcome rules.
Perks claim issues
Receipts not scanning or links not opening.
Reporting looks off
Data freshness and filters to check first.
Troubleshooting contributions
Common issues with contributions, approvals, and points—plus solutions.
Need help?
Can't find what you're looking for? Our support team is here to help.
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