Company Admin Guide
Set up and manage your organization's wellness program. Configure teams, track engagement, and maximize employee wellbeing.
Table of Contents
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Introduction
Your Role as Company Admin
As a Company Admin (also known as Business Admin), you have full authority to manage your organization's SelfOS program.
Accessing Admin Features
Look for the Company Admin section in your sidebar (marked with a blue "B2B" badge). All administrative features are organized there.
Getting Started
First-Time Setup Checklist
Configure Company Settings
Add company name, logo, and contact information
Create Departments
Establish your organizational structure
Invite Employees
Add employee emails and assign to departments
Create Teams
Organize employees into functional teams
Launch Your First Challenge
Start engagement with a team challenge
Dashboard Overview
Your admin dashboard gives you a bird's-eye view of your organization's SelfOS program with key metrics and quick actions.
Key Metrics at a Glance:
Total Employees
All employees added
Prepaid Seats
Subscriptions purchased
Used Seats
Active subscriptions
Available Seats
Remaining slots
Team Engagement
See active users, completion rates, and trending habits
Activity Trends
Track program adoption and engagement over time
People Management
The People section is your centralized hub for managing employees, teams, and departments all in one place.
Employees
Invite, manage, and organize your workforce
Departments
Structure your organization by department
Teams
Create cross-functional collaboration groups
Managing Employees
Invite Employees
Add new employees by email
Resend Invitation
For employees who haven't accepted
Edit Employee
Update department, team, or role
Remove Employee
Revoke access when needed
Inviting New Employees:
Go to People section
Navigate to Company Admin > People
Click 'Invite Employee'
Open the invitation form
Enter email address
Add the employee's work email
Assign department & team
Set organizational structure (optional)
Send invitation
They'll receive an email to join
Departments
Departments reflect your organizational structure. Employees can be assigned to one department.
Teams
Teams are flexible groups for collaboration. Employees can be on multiple teams.
Name, color, and add members
Assign leaders to manage teams
Company Culture
Define and promote your company's values and culture. Help employees understand what matters most to your organization.
Culture Features
Announcements
Post announcements that appear on all employees' dashboards. Great for program updates, new challenges, or company news.
Announcement Tips
- • Keep announcements brief and actionable
- • Use for important updates only
- • Set expiration dates for time-sensitive news
- • Include links to relevant sections
Challenges
Challenges boost engagement and help employees build healthy habits together. Create company-wide or team-specific challenges.
Challenge Ideas
30-Day Wellness
Daily health habits for a month
Step Challenge
Who can walk the most steps?
Reading Marathon
Read for 20 minutes daily
Hydration Challenge
8 glasses of water daily
Navigate to Challenges
Go to Company Admin > Challenges
Click 'Create Challenge'
Define challenge name and description
Set dates and goals
Choose start/end dates and target metrics
Select participants
Company-wide or specific teams
Launch!
Employees will see it in their dashboard
Leaderboards
Leaderboards add friendly competition and recognition. View rankings across different metrics.
Leaderboard Categories:
Recognition & Badges
Award special recognition badges to employees for outstanding achievements. This is a powerful way to motivate and appreciate your team.
Top Performer
Outstanding results
Team Player
Great collaboration
Rising Star
Exceptional growth
Wellness Champion
Health leadership
Awarding Recognition:
Go to Recognition
Navigate to Company Admin > Recognition
Select employee
Choose who to recognize
Choose badge type
Select the appropriate recognition
Add a message
Personalize with a note (optional)
Rewards
Create and manage reward programs to incentivize employee engagement and recognize outstanding performance.
Points System
Award points for completing challenges, maintaining streaks, and achieving goals.
Reward Catalog
Create a catalog of rewards that employees can redeem with their points.
Reward Ideas:
Company Settings
Configure your organization's profile and preferences.
Enterprise SSO Integration
Streamline employee access with Single Sign-On. Connect your identity provider for seamless, secure authentication.
SAML 2.0
Enterprise standard
OAuth/OIDC
Modern protocols
Major Providers
Okta, Azure AD, etc.
Company Profile
Name, logo, and description
Contact Info
Support email and website
Branding
Logo appears on employee dashboards
Preferences
Default settings for employees
Billing & Seats
Manage your subscription, purchase seats, and access invoices.
Billing Features:
Buy more employee subscriptions
Download PDF invoices
Track subscription utilization
Contact us for help
Best Practices
Start with Leadership
Get managers using the platform first. They'll champion adoption.
Launch with a Challenge
A company-wide challenge creates excitement and engagement.
Communicate the Why
Help employees understand the benefits of the program.
Recognize Regularly
Use badges and announcements to celebrate achievements.
Review Analytics
Check engagement metrics monthly and adjust your approach.
Gather Feedback
Ask employees what challenges and features they'd like to see.
Ready to Build an Engaged Team?
Start setting up your organization and watch your team thrive!
Go to Admin Dashboard