Logging in to your account

To log in to your account: Open the Shamaym App Enter your email address + the password that you created when you first logged in *Note: please make sure you enter the email address which you use in Shamaym. It may be different from your day-to-day email address. If you forgot your password, click Forgot […]

First time logging in

To log in for the first time, follow these steps: First, make sure you’ve installed the app from App Store/ Google Play, or through the link in the SMS invitation Then, open the text message (SMS) and/or email invitation that you’ve received to join Shamaym. SMS: Email: Open the invitation, and click on the button. […]

Create a one-time report

Go to the Insights page at the bottom of the menu Select the workspaces that you’d like to receive the report about Select the time frame you’d like the report to cover Click Set Edit the default email subject by clicking on the text or the pencil icon Select “Send now” Select recipients The first […]

Set up a recurring report

To get the Insights Report sent to you on a regular basis, just set your preferences to get a Recurring Report. Set up your report in just a few easy steps. Go to the Insights page Select workspace/s Click “Set” Edit the default email subject by clicking on the text or the edit icon Choose […]

What is the Insights Report?

The Insights Report provides managers with real-time visibility into where things stand. The Insights Report includes usage data, trending tags, and open action items. You’ll get the report by email as a PDF.

My workspaces page

On this page, you* can manage everything related to your workspaces: users, settings, and the item’s form. *Only managers and admins When landing on this page, you will see your workspaces’ cards: If you are a company admin, you will have the option to add more workspaces through the + button. The 3 dots menu […]

Customize your workspace

You can customize your workspace’s name, department, manager, language, and picture. Click on the 3 dots menu > Settings In the General information tab, customize the workspace’s name, and department, and select a manager and language. You may also add a photo. Click Save

Assign roles

Available for admins and managers. Control and manage the permissions of each user in each workspace. To learn more about roles and permissions, see our guide. Click on the 3 dots menu > Settings Add members In the Members tab, add members to your workspace. To add existing users, search by name or email in […]

Add automation

Create custom rules based on specific fields to automatically share items with selected individuals. Choose whether to notify them or not. The automation work for closed-ended fields only and can control the sharing and notifications settings of the item. Meaning, you can set a rule that when someone creates a new item and selects certain/multiple […]

Manage Share Settings

Managers and admins can manage the sharing settings of their workspaces. That way, you can control the default settings in each item in the workspace. For example, if you change the default to “all company”, every new item created will automatically have “all company” selected in the sharing settings. Click on the 3 dots menu […]