Owner Quickstart Guide

As an Organization Owner, you have full control over your CapySays workspace. You can build out your feedback collection setup from scratch, bring in your team, and monitor performance across every location — all from one place.

This guide walks you through the essentials so you can start collecting feedback fast.

What you can do

• Manage your organization — edit name, type, description, and logo
• Build your location hierarchy — create branches, then add locations under each branch
• Register feedback devices — connect tablets or phones to specific locations using magic words
• Configure device screens — choose rating types, add dimensions, and schedule screen rotations
• Invite and manage your team — add managers and staff, assign roles, approve join requests
• Monitor performance — analytics dashboard with Overview, Team, Locations, and Activities tabs; filter by 7, 30, or 90 days
• Export your data — download a ZIP with CSV files covering feedback, staff, locations, and devices
• Review the audit log — a full timeline of every change made in your organization
• Manage billing — upgrade, downgrade, or review your subscription plan
• Delete the organization — permanently remove your org and all its data

Your first 5 minutes

Follow these steps to go from a fresh account to collecting your first piece of feedback.

1. Create your organization

After logging in, you land on the Dashboard (/business/dashboard/). If you haven't set up an org yet, you'll be prompted to create one.

Click Create organization and fill in:

• Name — your business or brand name
• Type — choose the category that best describes your operation
• Description — a short summary (optional, but useful for multi-org accounts)
• Logo — upload a square image; it appears on device screens and exports

Save the form. You're now on the Workspace (/business/workspace/), which is your main hub.

2. Add a branch

Branches represent a major grouping within your org — for example, a city, a region, or a department.

From the Workspace, click Add branch and give it a name. You can always rename or reorganize branches later.

3. Add a location

Locations are where customers actually interact with your feedback devices — a specific store, floor, counter, or room.

Inside the branch you just created, click Add location. Give it a descriptive name so your team can tell locations apart at a glance.

4. Register a feedback device

Each physical device (tablet or phone) needs to be paired with a location.

1. Open the location card and click Add device (or go to the device management page for that location).
2. Note the magic word shown on screen — you'll enter this on the device.
3. On the device, open the collector URL (your account's /d/ short link or the full collector URL).
4. Enter the magic word when prompted. The device is now registered and assigned to that location.

5. Configure a screen

Once a device is registered, you can configure what customers see.

Click the device to open its configuration. From there you can:

• Choose a rating type (stars, emoji, thumbs, etc.)
• Add rating dimensions (e.g., "Service", "Cleanliness", "Wait time")
• Set a schedule if you want different screens at different times of day

Save the configuration. The device updates automatically — customers can start giving feedback straight away.

Day-to-day tasks

Viewing your analytics

Head to Dashboard (/business/dashboard/) to see how feedback is trending. Four tabs give you different angles:

Use the 7 / 30 / 90 day selector in the top-right to adjust the time window.

Managing your team

Go to Team (/business/<org>/team/) to:

• Invite members by email — choose the Manager or Staff role on the invite
• Approve or deny join requests — staff can also request to join an org directly
• Remove members — revoke access at any time

Managers can handle day-to-day operations but cannot access billing or delete the org. Staff have limited access scoped to their assigned locations.

See Team Management for a full permissions breakdown.

Scheduling activities

Activities let you tag blocks of time — a shift, an event, a promotion — so you can filter feedback by what was happening. Open the Calendar for a specific location at /business/calendar/<location>/ to create and manage activities.

Exporting your data

From the Org Edit page, click Request data export. CapySays prepares a ZIP file containing CSV exports for:

• Feedback submissions
• Staff members
• Locations
• Devices

You'll receive an email with a download link when it's ready.

Reviewing the audit log

Every change in your org — device registrations, role changes, config edits — is recorded in the audit log. Access it from the Org Edit page. Use it to investigate unexpected changes or satisfy compliance requirements.

Editing org details

Go to the Org Edit page (accessible from the Workspace or org menu) to update your org name, description, type, or logo at any time.

Next steps

• Team Management — full breakdown of what Owners, Managers, and Staff can do
• Devices — device statuses, magic words, and screen configuration options
• Dashboard and Reports — metric definitions and how scores are calculated
• Billing and Plans — plan limits, upgrades, and invoices
• Organizations — data export, plan limits, and organization settings