Episódio 1 - Acesso e Navegação

Introduction to Envolve Stage

Overview of Envolve Stage

• Gabriela introduces herself as part of the success team at Envolve and outlines the purpose of the video, which is to guide users through accessing and navigating the main menu of Envolve Stage.

• Emphasizes that Envolve offers specific versions tailored for different teams, addressing unique challenges while promoting a successful methodology in trade marketing operations.

Key Features and Functionalities

• The platform enhances productivity, execution, and strategic decision-making through intelligent analysis, ultimately aiming to improve operational results.

• Access to the system is provided via a web interface for back-office personnel responsible for managing trade marketing operations within their companies.

User Roles and Access

Project Leadership

• The project leadership persona includes roles such as management analysts or coordinators who oversee trade marketing activities.

Field Team Access

• Field teams utilize a mobile application configured by project leaders to manage their tasks and routes effectively.

Navigating the Web Interface

Accessing Envolve Stage

• Users receive a unique link starting with their company name (Envolve.com), allowing access from any web browser after logging in with credentials.

Multiple Projects Management

• If multiple projects are managed under one account, users will see options for different environments upon login.

Main Navigation Elements

Header Functions

• The header features four buttons:

• An announcements button (megaphone icon) provides updates on new functionalities, incidents, and product news.

• A help center shortcut (question mark icon) serves as an autonomous support channel with articles and tutorials.

Communication Tools

• A chat feature allows instant messaging between users on both web and mobile platforms; it supports group configurations for efficient communication.

Dashboard Customization

Dashboard Options

• Users can customize their dashboard by selecting optional graphs visible on the home screen; this enhances productivity tracking through standard or personalized components.

Menu Functionality

Menu Accessibility

• The menu is located on the left side of the screen, providing access to various functionalities regardless of where users are within the system.

User Profile Settings

• Users can modify their profiles by clicking on settings to update personal information like photos, names, languages, emails, and passwords.

Conclusion

Final Thoughts