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General usage

The Sapium Suite is a software tool to make strategic planning and insights simple and accountable.

Here is some general guidance on using Sapium effectively.

Login

Visit the login page to log in or reset your password if you can't remember it, or have never set it.

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Install Sapium (optional)

Benefits of installing

You can install Sapium to increase your productivity, easily manage windows, and automatically get feature updates. Benefits of installation:

  • Sapium now has its own window, so you can pin it to your taskbar or dock
  • Be a power user: You can easily arrange multiple Sapium windows on your screen at once (see the screenshot below)
  • Sapium feature updates are delivered automatically, without you needing to refresh your page

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How to install

Installing usually takes 1 button click. For instance, on Chrome, click the + button at the top-right of your browser to install Sapium. Sometimes it looks like a "down arrow" icon, to the left of the star.

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Once you've installed Sapium, you'll be able to see it in the task bar of your desktop.

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You can "pin" it to your taskbar like this (on Windows):

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The navigation menu (or "navbar") is how you get around the different modules and pages of Sapium. You'll find it on the left hand side of the screen.

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Accessing modules

See Modules for details on each module you can access from the navbar.

Note that not all modules may be available to your team.

Hiding the navbar

Click the small square with the lines to hide and show the navbar.

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Selecting a team

If you are part of multiple teams, you can switch between them from the navbar. Click the "Team" to reveal the teams you're a part of...

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...and select the team you want to switch to.

Settings

By clicking "Settings" in the navigation menu, you can adjust personal settings (and team settings, if you have the appropriate permissions for your team).

Profile

Here you can change your email/name, change your password, and reset all the product tours.

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Team

Here you can adjust team settings, including which team you want to log in as by default.

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