Goals and Challenges - How Client Admins Can Access the WIM To Manage Goals & Challenges

About This Article

The Goals & Challenges Admin Center (AKA the WIM) allows client administrators to create and manage their challenges, pull activity reports, see ongoing challenges, and more.

This guide is for Clients, and explains how they can access the WIM.

Prerequisites

Ensure your scheme has Goals and Challenges enabled on the Engage app, and that Reward manager has been set up accordingly. Reach out to your Client Success Manager if you need help to do this.

Check the product has been configured i.e. Goals & Challenges in Reward Manager under Smart Products > Smart Dashboard 

Ensure the person you would like to be an Admin has been assigned the Goals & Challenges Admin role

Note: Client admins with the permissions manager role, can assign this role to others, via Reward Manager.

How Clients Can Access the WIM

1. The client admin clicks the Goals & Challenges Admin Panel link in Reward Manager:

2. When clicking on the Goals & Challenges Admin item, the admin will be able to create and manage challenges for their scheme: