Portal Management Overview + Demo Videos – Ritual for Companies

Step-by-step videos on how to use your Ritual for Companies Portal.

1. Login + Home Page

This is your portal home page, to log in please navigate to https://buildings.ritual.co/ and log in with your Ritual-associated account. The first step to launching your Ritual for Companies incentive is to invite your team, add your preferred payment method, and finally create your incentive!

2. Employee Tab Overview

This tab allows you to onboard and offboard employees, to get started you can manually copy and paste company emails to the " + Invite Employee" function, there is no maximum number of employees you can bulk upload- this is great if you have a large team to onboard. Once you have added your team, the employee will receive an email from Ritual prompting them to join the program, where they can either sign in with their existing account or create a new one. You can use the search function to search for an employee's email should they need to be resent the invitation or be removed from your program.

3. Settings Overview

To add your payment method head over to the billing section where you can add your credit card through our secure payment processor powered by Stripe. If you require direct deposit or have any billing changes please reach out to corporate-help@ritual.co. This is also where you can invite your colleagues to the portal as an admin or viewer, head to "Admin Team" to "+ New Member". Admins will have full access, and viewers can view the portal and download reports but do not have access to make any edits, this is great for someone on your accounting or finance team.

3. Incentive Creation Overview: Recurring + One Time

Please note incentive creation is internal facing only, this is where you can add/ edit your incentives and create a unique title and description for your account management and reporting purposes.

4. Who Can Access + Participating Restaurants Overview

The feature " within a set distance" allows you to restrict your incentive to only be redeemed within a set distance from your office address. You can add multiple office locations should you have multiple teams opting into your incentive, you can add their local office address and set your preferred redemption radius.

5. Set Notification Overview

Create and send push notifications from Ritual to your employees about the incentive they are receiving on the day it is being deposited. You can add a title and message, ex: Title: "In the office today?" Message: " Ritual has deposited $15 to your account, enjoy lunch on us!" Choose the timing of when you want the notification to be sent.

6. Advanced Settings Overview

This is where you can select your blackout days should you not want to deposit credits on a specific holiday, any dates selected will be kept in your portal for years to come so you do not need to add these every year.

7. Launch Incentive

Head to the top navigation bar in the incentive tab and select launch incentive, once selected you will be prompted to confirm that you consent to go live and any charges will be issued to your selected payment method, then click launch. Every new edit you make will have to be re-launched each time. *Please note: for one-time incentives, any edits made after launch will not go into effect you will need to reach out to our team if you need to make any changes.* corporate-help@ritual.co

6. Reporting Overview

Allows you to download a CSV file with redemption time stamps, employee email, incentive amount spent, and merchant name and location. You can filter based on timezone and date, and from there you can choose to download all reports or a specific incentive report.

Enjoy your portal and please reach out to corporate-help@ritual.co for any feedback or questions! Thank you for supporting local businesses with Ritual!

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