Team Web Dashboard User Guide

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1 Team Web Dashboard User Guide Updated: July 015

2 What Is In This Guide Intro to Elite HRV TEAM Login with Existing Account Creating a New Account Creating a New Team Adding a Payment Plan Team Funded vs. Member Funded Plans Account Settings Joining a Team Viewing and Adding Team Members Managing Team Member Status Displaying a Team in the Dashboard Navigating the Dashboard Dashboard Summary Insights Dashboard Table Analysis Dashboard Group Analysis Dashboard Individual Analysis Exporting Data Support & Feedback Privacy

3 Intro to Elite HRV TEAM To access the Elite HRV TEAM web dashboard visit The Team web dashboard is intended for Team Administrators and Owners. This means Coaches, Trainers, Health Practitioners, etc. Note: Javascript must be enabled to operate the Team web dashboard

4 Login with Existing Account 1. Select Login in the top right corner of the Team home page. Use your same and password as the Elite HRV app account Note: If you typically log in with Facebook or Google and have not created an Elite HRV password, you will need to create a password before logging in to the Team web dashboard. To create a new password simply follow the "Forgot Password" instructions on either the Team web dash or within the Elite HRV app 4

5 Creating a New Account 1. Select Sign Up in the top right corner of the Team home page. Fill out the needed account information Note: If you create a new account in the Team web dashboard, that account will automatically have access to the Elite HRV app using the same and password as well 5

6 Creating A New Team 1. In Settings tab, select the Create Team button 1. A popup box will appear. Type in your team name and select Create. Your new team will display in the Settings tab You can have multiple teams displaying with the option to drill down into each team 6

7 Adding a Payment Plan During or after your free trial, you have the option to select a payment plan for your team ( Member Funded or Team Funded ). This payment plan will not become active until after your 0 day free trial is up. 1. In the Settings tab, expand your newly created Team, the option to select Member Funded or Team Funded plans are displayed.. Select the plan you wan to use for your team. 1 7

8 Adding a Payment Plan Cont d. After selecting the Member Funded plan, an is automatically sent to your Team Members. The Subscription will show your current plan selected is Member Funded. No further action is required by the Team Owner. 4. After selecting the Team Funded plan, a button will appear saying Activate Account. To complete the process, select Activate Account and follow the steps to add your billing information (you will not be charged until at least a month after your free trial ends). 5. You can check what billing information you have saved by selecting the Billing button

9 Team Funded vs. Member Funded If you choose either Team Funded or Member Funded, the functionality of the Elite HRV Team platform is the same. The main difference is that under the Team Funded option, the Team Owner is responsible for paying the Team Members monthly subscription fees while under the Member Funded option, the Team Members are responsible for paying their own monthly subscription. The Team Funded plan also has built in discounts for larger teams and has the added ability for Team Owners to set members as active/inactive so they aren t paying for a Team Member that is on hiatus. No matter the funding option you choose, your team gets the first month free as part of the no-strings-attached free trial. Learn more about the funding options at 9

10 Account Settings 1. In the Settings tab, view your teams, create or join a team, edit your profile information, or view/manage your billing info.. To update your profile information, select Edit Profile. A popup box will appear where you can update your and/or user name. 10

11 Joining A Team 1. In order to join a team, select the Join Team button in the Settings tab. The Join Team popup box will appear. Type the existing team name in the search and select the team you want to join and select Done. (Note: The search will autocomplete with matching team names from existing database teams after you type letters). Your request to join a team will be submitted to the team owner and other existing admins for approval and display as pending 4. Once your request to join a team is approved, your team will display under My Teams as a Member status 11

12 Viewing and Adding Team Members 1. If you are a team admin for multiple teams, select the team you want displayed in Settings page then navigate to the Members page from the Menu bar. The selected Team will display at the top of the page. Existing team members can be viewed and sorted by clicking the column headers. Pending Member Requests will display at the top of the page. Any team admin can approve or deny a pending member request Currently, Team Members must search and request to join a team in the Elite HRV App or on the Team Web Dashboard 1 1

13 Managing Team Member Status 1. Team Member Status can be managed by clicking on the team member. A popup box will display providing options to Promote a team member to a Team Admin or to Remove a Team Member from your Team Aragorn. If the Team Member already has Team Admin status, an option will display to remove them from Team Admin status (currently only Owners can demote) Frodo 1

14 Managing Team Member Status 4. Team member notes can be added or updated for each member 5. A Team Owner or Admin can remove a member from their team by selecting Remove from Team Aragorn Member notes and Admin/Member Status displays in the Member List

15 Displaying a Team in the Dashboard 5 If you are an Admin or Owner of multiple teams, to change the team displayed in the Dashboard analysis: Go to the Settings page on the right Menu bar. Expand the Team you are interested in viewing in the Dashboard. Select Display This Team in Dashboard 4. The Settings page will indicate which team is currently being displayed in the Dashboard 5. Navigate back to the Dashboard from the Menu bar to begin your Team s analysis 6. The selected Team name will display in the Dashboard header 15

16 Navigating the Dashboard 1. Navigate to the Dashboard page from the Menu bar. From the Dashboard home page, use the buttons at the top of the page to toggle between the Table Analysis, Group Analysis, and Individual Analysis 1 16

17 Dashboard Summary Insights 1. View a summary of the current day s Team Summary. Click on any wedges of the left pie chart to see a popup list of team members in each Readiness group (Red, Yellow, Green). Click on the right donut chart to see a popup list of team members MR reading compliance 1 17

18 Table Analysis 1. Toggle to the Table Analysis view to view your team members data in a table chart. Use the date selector by scrolling with the arrows or selecting a date from the calendar popup. Click the desired column header in order to sort the data in ascending or descending order (Note: Current sorted column will show as highlighted with arrow indicating ascending or descending sorting) 1 18

19 Group Analysis 1. Toggle to the Group Analysis view to compare your team members HRV data in a chart. To add team members to the displayed chart, Select All to display all members, select team members from the Members list, or search for a member and select to add the member. Remove team members from displaying on the comparison chart by clicking their name 1 19

20 Group Analysis 4. Choose to compare your team members different metrics by toggling between data filters 5. Use the date selectors in order to adjust the time range for the displayed chart 6. Select a data point in order to highlight the team member and further analyze the selected individual 7. Click Analyze Individual in order to navigate to the Individual Analysis view for the selected individual

21 Individual Analysis 1. Toggle to the Individual Analysis view to analyze a team member s detailed HRV data in a chart. Easily switch between team members to analyze their individual HRV data. Select multiple HRV data filters to display on the chart for more in depth analysis 1 1

22 Individual Analysis 4. Select the quick select date ranges or use the date selectors in order to adjust the time range for the displayed chart 5. Select a data readiness bar in order to view advanced HRV details for the selected HRV reading 4 5 5

23 Exporting Data Data can be exported to a CSV file from Table Analysis, Group Analysis, and Individual Analysis 1. Navigate to the desired Analysis screen. Apply desired trending, date, and member filters. Select Export CSV 4. The file will save automatically to your default downloads location with the analysis type and date as the file name (e.g. Table csv) 4

24 Support & Feedback Teams receive priority support! Send an to or contact us directly through the Elite HRV Team web platform by using the Feedback box found in the Resources Page. 4

25 Privacy Team Members can choose to hide themselves from their teammates by activating the "Disable Teammate Sharing" option directly from their Elite HRV app Settings screen. When ON, teammates will not be able to see their HRV information. This will not prevent Team Administrators and Owners from viewing the data - only other Team Members. 5