FAQ

Table of Contents

General

Troubleshooting Best Practices - always try these first
  1. Try logging in through an incognito browser window
  2. Log out and log in again (mobile or web)
  3. Check that you are not using Internet Explorer (the Shamaym Platfo rm supports only Google Chrome or Microsoft Edge)
  4. Do a deep refresh: click and hold CTRL + F5
  5. Clear your browser cache in your browser’s settings
  6. Check your internet connection
  7. Verify user permissions (admin, team member, etc.) – does the user have permission to view the page they are trying to access?
I would like to report a bug:
  1. You can use this file to report a bug
  2. In mobile, specify device model (iOS / Android version, model number).
  3. In web, specify browser type and special conditions (i.e. Citrix).
  4. Provide your company’s name, team’s name, user’s name, date, and time. If your issue is a specific debrief, provide the name of the debrief.
  5. Provide the exact steps you took so we can trace back the source of the issue.
  6. If possible, provide screenshots

Login

I entered an incorrect email or password:
  1. Check that you entered the correct email and password.
  2. Confirm that you entered the email address used to register for the Shamaym Platform, and not a different one.
  3. Confirm the email address that the Client Manager entered to the system (are there any extra spaces? Typos?).
  4. If all email addresses are still correct, ask the Client Manager to send you a new invitation. You can also try resetting the password by clicking on “forgot password”.
My user is locked:
  1. An account that locks will unlock automatically after an hour, and you will receive an email notifying you to try accessing the account again.
  2. The Client Manager can also unlock a user’s account by sending that user a new invitation to the Shamaym Platform. Please contact your Client Manager or send an email to help@shamaym2.wpengine.com.
My user/ team is disabled:

Your user has been deactivated. Please contact your company’s Shamaym administrator.

My company’s profile is disabled:

Your company has been deactivated. Please contact help@shamaym2.wpengine.com.

I forgot my password:

Click on “forgot password” to reset.

Mobile Notifications

When will I receive a push notification?
  1. A new debrief was written and shared with you
  2. Someone invited you to write a collaboration debrief
  3. An action item was assigned to you
  4. Someone has commented on your debrief.
  5. Someone has responded to a debrief you commented on.
Where can I see in-app notifications?

You’ll see these inside the Shamaym app – look for the bell icon at the top left corner. Note: Collaboration debrief invitations will not appear here – you’ll receive push or e-mail notifications only.

I don’t receive any push notifications:

Check in all the following places that notifications are set to “On”:

In Shamaym Web:

  1. Team “Edit” Menu: Go to “My Teams” page → Click the 3 dots near the team’s name → Select “edit” → Go to “Notifications” tab → Set “push notifications” to “On”
  2. User Profile: Click on user’s avatar on the upper right-hand side → Click on “Profile” → Select the bell icon → Set “push notifications” to “On”
  3. Watch a video tutorial

In Shamaym mobile app:

Click on the menu bar (upper right-hand side) → Set “push notifications” to “On”

In your device’s notification settings:

Go to your device’s general settings menu → Search for “notifications” and set general notifications to “On”. Also, specifically set the Shamaym app notifications to “On”.

Permissions

What Permissions Does Each Level Include?

Company Admin

  1. Can complete any action within the platform for that company
  2. Can add new teams

Team Admin

  1. Admin for the team
  2. Does not receive emails and notifications on debriefs
  3. Can add, edit, and delete users within the team
  4. Can write debriefs and comment on team’s debriefs

Team Manager

  1. Acts as Team Admin in the platform
  2. Acts as Team Member – receives emails and notifications on debriefs from the team
  3. Can add, edit, and delete users within the team
  4. Can write debriefs and comment on team’s debriefs

Team Member

Can write debriefs and comment on team’s debriefs

My Team

How do I add a new user to the system and to a team?
  1. Option 1: If it’s multiple users, save this Excel file and use it to upload users to the system, following the instructions as described in the file.
    Click on the team you want to add the users to → Click anywhere on the team card → Click “+” → Select “Add Users from File”.
  2. Option 2: Click on “Companies” and choose a company, and/ or click on “My teams” → Click the 3 dots near the team’s name → Select “Edit” → Click on the “Team Members” tab → Click the search line → Click “Add New User” → Fill in the user’s details → Click “Save” → Click “Add”. The user has now been added. In order the user will be an active member, click the square next to the user’s name → Click “send invites” → Click “OK” and then “Close”.Watch a video tutorial.
  3. Option 3: Click on “Companies” and choose a company, and/ or click on the team you want to add the user to → Click anywhere on the team card → Click “+” → Select “Add Users Manually” → Click “Create New User” → Fill the user’s details → Click “Save” → Click “Add”. The user has now been added. In order the user will be an active member, click the square next to the user’s name → Click “send invites” →Click “OK” and then “Close”.
How do I add an existing user to a team?
  1. Option 1: If it’s multiple users, save this Excel file and use it to upload users to the system, following the instructions as described in the file.
    Click on the team you want to add the users to → Click anywhere on the team card → Click “+” → Select “Add Users from File”. In the file, just add emails of the existing users.
  2. Option 2: Click on “Companies” and choose a company, and/ or click on “My teams” → Click the 3 dots near the team’s name → Select “Edit” → Click on the “Team Members” tab → Type the user’s name or email in the search bar → Click “Add” → Click “Save”. The user has been added to the team. Watch a video tutorial
  3. Option 3: Click on “Companies” and choose a company or click on “My Teams”→ Switch to “List View” → Click the edit icon → Search for the existing user → In the “Members of Team” column, click “+” → Select the team you want to add the user to → Click “Add” → Click “Save”. The user has been added to the team.
  4. Option 4: Click on “Companies” and choose a company or click on “My Teams” → Select the team you want to add the user to → Click anywhere on the team card → Click “+” → Click “Add Users Manually” → Type the user’s name or email in the search bar → Click “Add” → Click “Save”. The user has been added to the team.

Debriefs

How can I export a team's debriefs' answers?

Go to “My Teams” → Click the 3 dots on the team you want → Select “Debrief Format” → Click the Excel icon on the upper right corner.

How do I change my debrief format?

Go to “My Teams” page →
Click the 3 dots near the team’s name → Choose “Debrief Format” → Click the edit icon to edit and/ or drag a type of question to the “Place to drop fields” and edit it. Watch a video tutorial

How do I create a collaborative debrief?
  1. On mobile-
    English: watch a video tutorial // Hebrew: watch a video tutorial
  2. On web- English: watch a video tutorial // Hebrew: watch a video tutorial

Web Notifications

Check that the following settings are set to “On” (web):
  1. Team “Edit” Menu: Go to “My Teams” page → Click the 3 dots near the team’s name → Select “edit” → Go to “Notifications” tab → Set Debriefs via email and Comments via email to “On”
  2. User profile: Click on user avatar on upper right-hand side → Click on “Profile” → Select the bell icon → Set Debriefs via email and Comments via email to “On”
  3. The email might be automatically redirected to the your spam folder, or to a specific folder under the inbox
  4. Notifications may be blocked by your IT firewall. In this case ask the your IT department to check if there the email address delivery@shamym.com is blocked.
My email replies do not appear as comments in the platform:

Verify if one or more of the following happened:

  1. Reply email includes delivery@shamaym2.wpengine.com
  2. Reply email includes all original users’ list, and no other users
  3. You are using your Shamaym user Email address to reply

Action Items

How do I change actions' status?
  1. Option 1: drag the action item from its column to the column you would like to.
  2. Option 2: open the action item → pick a status from the list
  3. Option 3: switch to “List View” → pick a status from the list

Chrome Add-on for Google Calendar

What is the Shamaym add-on for Google Calendar?

Shamaym’s Google Calendar add-on is designed to upgrade your improvement cycle by making debriefing and personalized briefing part of your daily workflow.

Here’s how it works:

  • Select a meeting in your calendar and click on “Make it a Shamaym Meeting” button. That’s it, simple as that. From now, it will all work for you.
  • Then, prior to the meeting, you’ll receive an email with the most relevant, personalized lessons related to your upcoming meeting.
  • When your meeting ends, you’ll be prompted to write your lessons. With the add-on installed, you can now do it directly from your Inbox, without logging in to the platform
  • You can remember to implement your lessons by turning them into actions or briefs.

Repeat, and improve on the go!

How do I download and install the Add-on?

Download options:

Option 1- go to this link https://chrome.google.com/webstore/search/shamaym

Option 2- in the login page, click on the calendar icon

Option 3- in the platform, click on the calendar icon located on the bottom left hand side menu

2. Installation: Click “Add to Chrome”

3. In the popup, click Add extension

4. That’s it! It has been added to chrome. You can ignite your improvement cycle

 

 

Login and allow access

1. Click on the bird icon/ that is inside the puzzle icon

2. Login with your Shamaym’s platform credentials. Insert your Shamaym user (your work email) and your Shamaym password. If you forgot, you can always click “Forgot password?” and reset it.

Okta / Ping Single Sign-On users – click the second button directly “Use Company Login: Okta / Ping

 

3. Allow access. In the popup, click allow until it closes. This will allow Shamaym to provide you the full benefits of the improvement cycle. Without this permission, the add-on won’t work properly.

I didn’t see the access popup
  1. Try to log out and login again
  2. Open the Shamaym platform
    a. Click on the calendar icon on the upper right side
    b. Click “Let’s Go”
  3. If that didn’t help, remove the add-on and reinstall it
  4. If you are still experiencing this issue, please contact us: help@shamaym2.wpengine.com
Can the add-on access my private Gmail account?

No, the access is given per account. Also, keep in mind that your personal account is not the one that you are using for Shamaym.

I downloaded the Add-on and logged in, what do I do now?

Start marking your meetings as Shamaym Meetings 🙂

Through Gmail:

  1. Open your calendar
  2. Click on a meeting/ create a new one
  3. Click “Make it a Shamaym Meeting” button
  4. Choose a team that this meeting relates to, and click again “Make it a Shamaym Meeting”
  5. To unmark the meeting, you can click on the delete icon (bin)

Through the platform:

  1. Click on the Calendar icon located on the upper toolbar
  2. A side window will open and will enable you to see your coming 7 days meetings, in which you can also click “Make it a Shamaym Meeting”
  3. Choose a team and click again “Make it a Shamaym Meeting”
  4. To unmark the meeting, you can click “Undo

Through mobile:

  1. Click on the settings icon
  2. Click “Make a Shamaym meeting”
  3. To mark, click “Mark as Shamaym meeting”
  4. Choose a team
  5. To unmarked the meeting, you can click “Undo”
I can’t see the “make it as Shamaym meeting” button on my calendar
  1. Try to refresh the page
  2. If that didn’t help, try to open the event in advanced or edit mode
  3. If that didn’t help, logout and login, then refresh
  4. If that didn’t help, remove the add-on and reinstall it
  5. If you are still experiencing this issue, please contact us: help@shamaym2.wpengine.com
Brief email

This email will be sent to you prior to your meeting, and includes up to 5 relevant lessons for you to review before the meeting:

Time to debrief your meeting!

When the meeting is over, you will receive an email, reminding you to debrief your meeting.

  1. Click “Debrief It”
  2. A popup will open:



  3. Type in your lesson*
    *If you wish to know more about the Shamaym Assistant- please see the “Shamaym Assistant” tab
  4. Choose relevant tags
  5. You can change the selected team from the one you’ve already chose
  6. You can make the lesson an Action

  7. You can make the lesson a brief, which will be sent to you at the time you’ve set



  8. You can change the sharing settings



  9. Submit your lesson. It will now be added to the platform
“Debrief it” leads me to the platform, not to the popup
  1. Try to refresh the page
  2. If that didn’t help, logout and login, then refresh
  3. If that didn’t help, remove the add-on and reinstall it
  4. If you are still experiencing this issue, please contact us: help@shamaym2.wpengine.com
Active emails

After being published, you will get an email notification about your/ your teammate’s lessons. You can now turn them into actions or briefs, or embrace a lesson – directly from the email notification you receive.

  1. Embrace: Any user can embrace any lesson
  2. Make it an action:Only the debrief owner and admins can make the lesson into an action
  3. Make it a brief: Any user can make any lesson into a brief
The Active email is not working
  1. Try to refresh the page
  2. Check your settings
    a. Open your inbox
    b. Click on the settings icon
    c. Click “see all settings”
    d. Scroll down until you reach “Dynamic email”
    e. Make sure it is enabled
  3. If that didn’t help, logout and login, then refresh
  4. If that didn’t help, remove the add-on and reinstall it
  5. If you are still experiencing this issue, please contact us: help@shamaym2.wpengine.com
How do I remove the Add-on?
  1. Click on the bird icon/ the puzzle icon
  2. Click the 3 dots
  3. Click “Remove from Chrome”
  4. Click remove

Add-in for Outlook Calendar

What is the Shamaym add-in for Outlook Calendar?

Shamaym’s Outlook calendar add-in is designed to upgrade your improvement cycle by making debriefing and personalized briefing part of your daily workflow.

Here’s how it works:

  • Select a meeting in your calendar and click on “Make it a Shamaym Meeting” button. That’s it, simple as that. From now, it will all work for you.
  • Then, prior to the meeting, you’ll receive an email with the most relevant, personalized lessons related to your upcoming meeting.
  • When your meeting ends, you’ll be prompted to write your lessons.
  • You can remember to implement your lessons by turning them into actions or briefs.

Repeat, and improve on the go!

How do I download and install the Add-in?
  1. Open your inbox
  2. In your home tab, on the upper right side, click on “get add ins”



  3. Click on my add-ins

  4. Under “Custom Add-In”s, click “add from URL”

  5. Insert this link: https://shamaym-outlook.azurewebsites.net/manifest.xml

  6. Click “Install”

    You’re now ready to start learning on-the-go!

Login and allow access

Through Outlook:

  1. Open your calendar
  2. Click on a meeting/ create a new one
  3. Click on Settings (appointment tab)


  4. In the sidebar, submit your Shamaym account email and password
  5. Click Login
  6. Press “click here”, and you’ll be redirected to the platform


  7. Log in to your Microsoft account*
    *NOTE: Make sure you are picking the account with the same email address you are using for Shamaym Platform


  8. Once the sidebar is open and showing your upcoming meetings, you’ll know that your Outlook calendar is synced with your Shamaym account, and you’re logged in


  9. Return to the meeting window in your calendar, close the settings sidebar and click on “Make it a Shamaym Meeting”


  10. Choose the relevant team for this meeting
  11. Once you see the text “Please do not erase me” in the meeting’s description – that means the meeting is marked


Through the platform:

  1. Click on the Calendar icon located on the upper toolbar


  2. A side bar will open. Now click on the “Connect to Outlook Calendar” button
  3. In the pop-up, insert your Microsoft account credentials


  4. Give access


  5. You will now be redirected to Shamaym platform

Through the mobile app:

  1. Click on the settings icon


  2. Click “Make a Shamaym meeting”


  3. Click “Connect to Outlook Calendar”


  4. In the pop-up, click continue


Log in to your Microsoft Account

* If for some reason you see this message, that means you need to get permissions from your company’s administrator. Just copy the link, “Admin Consent Link”, and request your administrator for permissions.

Disconnect

Through Outlook:

  1. Open your calendar
  2. Click on Settings (appointment tab)


  3. In the sidebar, click Log out

Through the platform:

  1. Click on the Calendar icon located on the upper toolbar


  2. In the sidebar, click on this icon


  3. Click “Disconnect my Outlook Calendar”


Through mobile:

  1. Click on the settings icon


  2. Click “Make a Shamaym meeting”


  3. Click on this icon


  4. Click “Disconnect my Outlook Calendar”
Can the add-on access my private Outlook account?

No, the access is given per account. Also, keep in mind that your personal account is not the one that you are using for Shamaym.

I downloaded the Add-on and logged in, what do I do now?

Start marking your meetings as Shamaym Meetings 🙂

Through Outlook:

  1. Open your calendar
  2. Click on a meeting/ create a new one
  3. Click “Make it a Shamaym Meeting” button (appointment tab)


  4. Choose a team that this meeting relates to, and click again “Make it a Shamaym Meeting”


  5. To unmark the meeting:
    a. Open the meeting
    b. Click on Settings (appointment tab)


    c. Click “Unmark this meeting”


Through the platform:

  1. Click on the Calendar icon located on the upper toolbar


  2. A side bar will open
  3. You will be able you to see your coming 7 days meetings, in which you can also click “Make it a Shamaym Meeting”
  4. Choose a team and click again “Make it a Shamaym Meeting”
  5. To unmark the meeting, you can click “Undo”


Through mobile:

  1. Click on the settings icon


  2. Click “Make a Shamaym meeting”


  3. Click “Mark as Shamaym Meeting”


  4. Choose a team
  5. To unmark the meeting, you can click “Undo”

 

Brief email

This email will be sent to you prior to your meeting, and includes up to 5 relevant lessons for you to review before the meeting:

  1. If the meeting starts in less than 24 hours, you will receive an email as soon as possible
  2. If the meeting starts in more than 24 hours, you will receive an email 24 hours prior to the meeting
Time to debrief your meeting!

When the meeting is over, you will receive an email, reminding you to debrief your meeting.

  1. Click “Debrief in Platform”
    *If you are using Internet Explorer as your default browser, just right-click on the “debrief it” button> copy hyperlink> paste it in Chrome browser
  2. You will be redirected to the Shamaym Platform, to write your debrief in the team you chose
How do I remove the Add-in?
  1. Click on “Get Add-ins” (Home tab, in your inbox)


  2. Go to “My add-ins”
  3. Scroll down to Custom add-ins
  4. Click the 3 dots
  5. Click “Remove”