Academy

Join the Intrafocus Academy

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategy & KPI Resources

A library of resources for anyone interested in strategic planning and KPI management

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

Spider Impact KPI Software

Intrafocus is the only EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact Video & User Guides

From getting started all the way through to integrating into back-end systems.

My5 KPIs - The Mobile App

Keep your key performance indicators to hand with the My5 KPIs mobile application

My5 KPIs - User Guides

How to create a set of up to 25 KPIs and then import data to the My5 KPIs mobile app.

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

My5 – Managing a team

My5 - Manage subscription

Managing a team

 

A Manager or Administrator (Manager/Admin) can manage a team when a team plan has been purchased. Once the Manager/Admin has signed in, team members can be added to the app.

Go to the Settings screen by clicking on the Setting cog at the top-right of any screen in My5.

Before you go to Manage Team, click on Manage Subscription to check which package you are subscribed to and how many users and types you can allocate to My5.

Go to the next step.

My5 KPIs - Subscriptions

Manage subscription

In this example you can see a Department package has been purchased which includes:

  • 2 Managers / Administrators
  • 15 View Only Users

You package will allow you to add up the the maximum number of users shown in your subscription.

Click on the Settings button at the top-right to return to the settings screen.

Go to the next step.

 

 

 

 

My5 - Manage Team

Manage Team

Click on the Manage Team panel.

Go to the next step.

 

 

 

 

My5 - Add team

Add Team

You can set up your team on this screen. This includes:

  • Changing the team name
  • Adding a company/team logo
  • Adding new users

The team name has defaulted to the company name used on registration, you can change this if you wish. You can upload a logo. You might have to experiment to find a logo of the right size.

Finally, click on Add New User and go to the next step.

 

 

 

 

 

My5 KPIs - Add a new viewer

Add a new user

Follow the instructions on the screen to add a new user. As a Manager or Administrator you can add:

Manager/Admin – A Manager or Administrator has full access to all aspects of the application. They can add dashboards, KPIs, actual values and comments.

Viewer: A viewer can view anything in the My5 App but cannot change anything. A viewer can add notes.

 

Take care when selecting the permissions for your users. You will need to add your password before sending an invitation.

 

My5 - Add new user

New user

The new user will receive an e-mail similar to this one. They need to click on the Create your account button and follow the instructions to add themselves to your My5 system.

They can do this on a phone, Mac or PC.

They should also go to the Add App to your phone user guide to see how to add the app to their phone.