Manager experience — FAQ

This guide is for organization managers using the Stepathon mobile or web app to run wellness programs for their company.

Contents

1. Who is a manager and how do I open the Manager area?
2. What can I do from the Manager menu?
3. How do I view my organization details?
4. How do I customize organization branding (colors, logo, slogan)?
5. What do the branding colors change in the app?
6. When do members see my branding changes?
7. How do I reset branding to defaults?
8. How do I create users for my organization?
9. How do I invite colleagues to join the organization?
10. How do I manage step competitions?
11. How do I access organization surveys?
12. What is Background Refresh and who can turn it on?
13. What is the difference between a manager and a Stepathon admin?
14. How does billing work? When will I be charged?
15. My question is not listed — who do I contact?

Who is a manager and how do I open the Manager area?

A manager is a user assigned by your organization or by Stepathon support to manage that company inside the app.

Step 1: Open the Stepathon app and sign in with your work account.

Step 2: Go to Profile → Settings → Organization. If you are a manager, you will see a Management entry.

Step 3: Tap Management to open the Manager menu.

If you do not see this option, contact your Stepathon account owner or support@stepathon.io.

What can I do from the Manager menu?

From Management you can typically:

• View Organization details (name, code, members overview)
• Customize Branding (when enabled for your account)
• Create users for your organization
• Invite people using your organization code
• Manage Competitions and create new ones
• View Surveys results (when surveys are enabled)

Available items depend on your organization package and feature settings.

How do I view my organization details?

Step 1: Open Management.

Step 2: Tap Organization.

You will see your organization name, registration code, and summary information. Members use the organization code to join from Profile → Settings → Organization.

How do I customize organization branding (colors, logo, slogan)?

Note: Branding is available only when the Branding feature is enabled for your organization.

Step 1: Open Management.

Step 2: Tap Branding.

Step 3: Adjust the available fields:

• Primary color — main buttons and links
• Secondary color — brand accent (charts, highlights)
• Tertiary color — subtitles and accent text
• Background color — app shell background
• Text color — main text on screens
• Slogan — short welcome line (up to 120 characters)
• Logo — PNG, JPEG, or SVG; recommended 350 × 80 px with transparent background

Step 4: Tap Save. You should see a confirmation message and a live preview on your device.

What do the branding colors change in the app?

Branding applies across the in-app experience for your organization, including:

• Primary buttons and links
• Organization header strip and logo on organization screens
• Cards, forms, modals, and navigation chrome
• Competition and challenge UI that uses your org theme

Managers and members see the same branded experience — there is no separate “preview mode”.

When do members see my branding changes?

After you save branding as a manager, your own app updates immediately.

Other members receive the updated theme the next time the app loads their organization data (typically on next app open or refresh). Ask members to reopen the app if they should see new colors right away.

How do I reset branding to defaults?

On Management → Branding, use Reset to defaults to restore Stepathon’s standard theme colors and clear your pending slogan changes.

Tap Save after resetting if you want the defaults persisted for your organization.

How do I create users for my organization?

Step 1: Open Management.

Step 2: Tap Create users.

Step 3: Follow the on-screen steps to add colleagues. They can sign in with the credentials or invitation flow your organization uses.

If creation fails, verify the email domain matches your organization settings or contact support.

How do I invite colleagues to join the organization?

Step 1: Open Management.

Step 2: Tap Invite People.

Step 3: Share the organization code shown in the dialog.

Colleagues register in the app, then go to Profile → Settings → Organization and enter the code to join.

How do I manage step competitions?

Step 1: Open Management.

Step 2: Tap Competitions to see active and past competitions, or Create Competition to start a new one.

For participant setup (teams, step sync, health permissions), share the Steps Competitions FAQ with employees.

How do I access organization surveys?

When surveys are enabled for your organization, open Management and tap Surveys.

You can review engagement and wellbeing survey activity for your organization depending on your package.

What is Background Refresh and who can turn it on?

Background Refresh lets the app sync steps more reliably for competitions. Only managers and admins can enable it.

Step 1: Go to Profile → Settings.

Step 2: Open Background refresh (visible for managers).

Step 3: Turn on Activate Background Refresh.

Also check your phone battery settings so Stepathon is allowed to run in the background.

What is the difference between a manager and a Stepathon admin?

• Manager — manages their own organization: members, competitions, branding (when enabled), invites.
• Stepathon admin — internal or platform operator role; can manage any organization, feature gates, and platform settings.

If you need changes outside your organization (new modules, billing, cross-org setup), contact Stepathon support rather than using in-app manager tools.

How does billing work? When will I be charged?

The first 10 members are always free — no payment card required and no time limit.

You will be prompted to purchase seats only when your organization grows beyond 10 members. At that point a Purchase seats button will appear on the Management → Organization screen.

• Choose how many seats you need (10, 50, 100, 250, 500, or 1 000).
• You will be taken to a secure Stripe checkout page to complete the payment.
• After payment is confirmed your seat limit is raised and the access period begins.

When does access expire? Paid seat packages have a fixed access period (e.g. 4 months for Starter). When that period ends your organization automatically reverts to the free 10-seat limit. You can purchase again at any time.

Want to buy seats in advance? Email support@stepathon.io and we will set it up for you.

I have a question that is not listed — who do I contact?

Email support@stepathon.io or visit our Support Page.

For employee step-sync and competition questions, see the Steps Competitions FAQ.