Starting your journey with Jolt begins here. This guide will walk you through the essential first steps, from signing in to managing devices and setting up your team. With these foundations in place, you’ll be ready to explore Jolt’s full potential and simplify your operations.

Getting Signed In

Jolt admins are invited to create their Jolt accounts through a “Welcome to Jolt” email sent out during initial sign-up or by invite from an existing admin. The initial contact for a Jolt account will have this email sent when the account is created.

Follow the instructions in your “Welcome to Jolt” email to create a password.

If you need this email re-sent or sent to another email, contact your existing Jolt admin or feel free to contact the Support Team at [email protected].

Once you have your Jolt email and password, head to Jolt.com and choose login from the right side of the top option bar.

From here you’ll be directed to the Web Portal login page where you can use your Jolt email and password.

Navigating the Web Portal

Once you’re logged into the web portal, you’ll be presented with the Jolt home page.

On the left side of the screen you’ll have the expandable menu that lists out your subscribed Jolt features as well as your people management, account settings, and support resources.

In the top right corner, you’ll find the location switcher (for accounts with multiple locations) and the content group mode to location mode toggle.

Content Group Mode vs Location Mode

Jolt has two modes to build your content on the web portal. Here’s when each could be used:

Content Group Mode - Content built in this mode is shared with all locations on the account. Lists, Labels, Information Library, Sensor Alerts, and Communications can be created at a company level to more easily create standardized SOPs and Accountability across locations.
- Content created in Content Group mode can still be scheduled, assigned, and added to at the Location Mode level. This method will save time and effort for managing your core company content.
Location Mode - Content built in this mode is specific to the location chosen. Some features like Scheduling, Time Clock, and your employee roster are always used at Location Mode. Some accounts have separate concepts that require different content at location level.
- Checklists created in Location Mode can be bumped up to Content Group Mode if you want to share it with other locations.

People and Roles

The first tab in the left side menu will lead you to the management page for People and Roles in the Jolt system. People includes any member of your roster that will utilize the Jolt app and Roles define their position in the business and the responsibilities assigned to them.

Adding your People

You can add your roster one at a time with the blue 'Add Person' button in the top right of the People and Roles page or bulk add your roster through the white Bulk Import button.

When adding a member of your team, there are four required fields for each user:

First Name
Last Name
A Jolt Role
A Jolt PIN

PINs

PINs for each users are how your employees will sign in to complete tasks on a shared Jolt device. In the Jolt app they can tap the Login button in the top right of the app, select their name, and then enter their PIN to begin using the app.

Roles

Roles are a powerful tool to organize your personnel. You can use Roles to assign tasks, grant admin permissions, organize your schedules, and send notifications. To start, you have two default roles in the system: 'Admin' and 'Team Member.'

Admin - The 'Admin' role has all of the location-based permissions, can create and edit content, and has admin permissions on the app as well.
Team Member - The 'Team Member' role has no extra permissions and is suited for standard employees just completing work on the Jolt app.

Smaller businesses may prefer to stick with the two default roles, but some will often create additional roles to break out their employees into assignments for lists and schedules. To create a new role, start by clicking the white 'Roles' button on the 'People page.'

From here you will be moved to the role management page. Roles on this page will be split between 'Location Roles' and 'Content Group Roles.' As a reminder, you can switch between building content in the two modes in the top right of the page.

To add a new role, click the green '+ New Role button' and enter your new role’s name.

On the Edit Role page, you’ll have different options for this role’s permissions, notifications, and list assignments.

Here are some basic definitions of the Role Detail settings:

Employee Login Timeout - This is the time before an employee will be logged out when not using the tablet. The default when left blank is 30 minutes.
Use For Scheduling - Toggle to use this role in scheduling feature.
Time Off Request Daily Limit - This is to limit the amount of users in this role that can request time off at each location.
Color - This is the color code for this role on the schedule.

Admin access settings are only for leaders in your business. The majority of employees usually have none of these options selected. For your leaders, here are the available permissions:

Location Website Admin - This permission allows a user to build and edit content for their assigned location on the Jolt Web Portal. This includes editing users, check lists, schedules and all other Jolt features.
Device Admin - This permission allows a user to access all admin settings on the Jolt App. This includes adding new people from the app, creating and deleting lists, and changing app settings.
Logbook Admin - This permission allows a user to view and respond to all entries in the Logbook section of the app.
Scheduling Admin - This permission allows a user to view, edit, and publish the schedule as well as approve time off and availability requests.
Reports Admin - This permission allows a user to access all results from Jolt checklists through Reporting.
Sensor Admin - This permission allows a user to add, remove, and change settings for Jolt Temperature Sensor hardware.

Once you’ve named your new role and set its permissions, you can click the blue Save button in the top right of the screen to save and begin using your roles.

Connecting and Managing Devices

Any user set up in the Jolt Web Portal can begin using the Jolt App. Download the Jolt App from your device’s respective app store (Apple Store, Google Play Store, Amazon Fire Store) and open the app to find the Jolt App login page.

From this page, you have two login options:

Sign in using your Jolt credentials

If you have an email and password for the Jolt Web Portal, you can select the Sign In button to enter the same credentials you use for the web portal to sign into the Jolt App.

Once you’ve logged in you’ll be given the option to pick your location and to choose between Personal Device Mode and Shared Device Mode.

Personal Device Mode - Designed for a personal phone or tablet. Your device will stay logged into your user profile and you’ll be able to receive push notifications straight to your device.
Shared Device mode - Designed for a shared tablet experience where different users log in with their individual pins.

Chose the mode that works best for you and allow your device to download your Jolt data. After the download, you’ll be ready to use Jolt!

Connect a Device with a QR code

If you select the second option to Connect To A Location, you’ll be given the option to scan a QR code to authorize a device to be connected in Shared Device Mode. These QR codes can be found to in two locations. The first is found on the Device settings page. On the left side menu of the web portal select Settings and then Devices. From here you can generate one time use QR codes. Use the refresh button to connect multiple devices.

Users with the Device Admin permission can also generate QR codes from the Jolt app. From another device already connected to your Jolt location, these QR codes are found under Settings and then Device Connection QR Code.

Managing Devices

Once you’ve connected one or more devices to your Jolt account you can manage and audit these devices from the Jolt Web Portal. On the left side menu select Settings and then Devices.

From this page you can manage devices connected to your account, enable time clock settings for each device, and check which devices need app updates.