How to create and manage Players and Teams in Splash

Overview

In Splash your SugarCRM users who have been allocated a license for Splash are your Players. Players are eligible to complete Challenges, receive Rewards, Coins, and Badges. Teams allow admins to group their Players together. This functionality enables admins to make specific Challenges and Badges available only to certain Teams. Each Player can be allocated to a single Team.

Table of Contents

1. Importing Players
2. Viewing and Modifying Individual Players
3. Creating Teams
4. Viewing, Modifying, and Deleting Teams

1. Importing Players

To start the process of importing Players ensure that you are on the Splash Dashboard. This is the page that opens when you first log into Splash. On your Dashboard, there are three tiles: Instance, Teams, Players.

1. Click on the word Manage within the Players tile. Alternatively, you can select Instances from the navigation on the left and click Players.

2. Once the Players management screen loads, you will see a list of all existing Players, if any have been imported. On the right-hand side of the screen click on the "Import Players" button.

3. The system will begin the import process. This may take a few minutes. Once the process completes you will be navigated to the Instance management page.

Note: 

If your Players did not import or you received an error ensure that your instance is connected to SugarCRM. To do this:

1. Navigate to the Instance management page via Dashboard > Instance Tile > Manage.

2. Once the Instance management screen loads click Reconnect Instance. 

If this does not solve the problem contact FayeBSG at [e-mail] for further assistance.

2. Viewing and Modifying Individual Players

If you want to see the stats for a specific Player, what Badges they have, or the Challenges they've completed you should follow the below steps:

1. Open the Players management screen.

2. Search for the user by typing into the Email search box in the Email column of the Player Management screen.

3. On the right-hand side of the screen there are two icons: an eyeball and a pencil. By clicking on the eyeball you will be able to view the Player history. By clicking on the "pencil" you'll be able to edit whether the Player "Is Active" and change or remove the Players Team.  

The Player History Page

From the Player history page, you can Add/Remove Coins or reset the Game for the current user. Resetting the Game will remove all Coins, Points, Challenges, and Badges. It is generally not advised to do this, though there are instances where it may be appropriate. For example, if you were using a test user to verify changes and updates to Splash and you didn't want that user to appear in any Leaderboards, then resetting the Game for this user would make sense.

Player Edit Page

From the Player editing page, admins are able to edit whether the Player "Is Active" and change or remove the Players Team.  

 

3. Creating Teams

To create a Team in Splash follow the steps below:

1. In the navigation select Instance and click on Teams.

2. Once the Teams management screen loads, you will see the list of Teams that currently exist. To create a new team click on the "Create Team" button in the top right-hand corner of the screen.

You will need to enter the information required into the Name, Instance ID, Players, and Avatar fields.

• Name: This field is for the "Name" of the Team.
• Instance ID: This field will fill in for you automatically and should be the URL of your SugarCRM instance.
• Players: In this section, you select which Players belong to this Team. Remember users can only be in one Team.
• Avatar: If you want you can upload a custom Avatar for your team. It is recommended that you collaborate with each team to create an avatar that represents their team. It helps to keep things engaging and build comradery.

3. Once you have entered the information for the fields above click the "Create" button.

4. Viewing, Modifying, and Deleting Teams

Viewing a Team

To view a Team:

1. Open the Team management page.

2. Click on the eyeball icon on the right-hand side of the screen.

When viewing a Team you have the ability to see how many Players from that Team are at each level, how many Players have acquired each Badge, how many Players have completed each Challenge, and at the bottom, you can see each of the Players that are assigned to that Team.

Modifying a Team

To modify a Team you:

1. Open the Team management page.

2. Click on the pencil icon on the right-hand side of the screen.

When modifying a Team you can change the Team's Name, Players, and Avatar. 

Deleting a Team

To delete a Team you:

1. Open the Team management page.

2. Click on the trash can icon on the right-hand side of the screen.