Getting Started

For everyone who signs in to BashKPI

Everything you need before your first day: how to sign in, which app does what, and why you may not see everything someone else sees.

The Four Apps

One sign-in, four places to work

Bash

Reports and KPIs: sales, labor, purchasing, discounts, reviews, P&L and budgets. Built for a computer.

WrapUp

The shift tool: Logbook, food safety checks, cleaning tasks, invoices and reviews. Built for an iPad or phone.

TickeTrack

Report a problem at your Location and follow it until it is fixed.

BashKPI Hub

For administrators: people, roles, Locations, billing, data connections, reports and setup.

Each app is its own page. They don't link to each other, so use My Apps to move between them.

Select your initials in the top corner to open your profile menu.
Choose My Apps.
Select the app you want. You only see apps you have access to.

Heads upOn a phone or tablet, My Apps asks you to open BashKPI on a computer to see every app. Open WrapUp or TickeTrack from the home-screen icon or bookmark you saved instead.

Signing In and Out

Use your Microsoft work account

BashKPI uses your Microsoft work account, so there is no separate password to remember. Your administrator has to add you first. If you can't get in, ask them to check that your email is on the Users page.

Go to the BashKPI sign-in page and select Sign in with Microsoft.
Sign in with the work email your administrator added.
You land on My Apps, which shows the apps you can use. Select the one you want. You can always come back from your profile menu.

To sign out, open your profile menu and choose Sign Out. You will see a "You've been signed out" page with a button to sign in again.

Best practiceIf your administrator sends you a welcome email, use the link in it, then save the page to your iPad or phone home screen so WrapUp is one tap away on shift.

Roles, Locations and Home Store

Three things that decide what you see

1Role: what you can do

Your administrator gives you a Role. A role is a set of permissions, so it decides which pages, blocks and buttons you get. The standard roles are Associate, Manager and Director, and your organization may rename them or add more (up to six). Everything starts switched off, and an administrator turns on what each role needs.

Some blocks can be read but not changed. A block you can change has its own Can Edit permission.

2Assigned Locations: where you can look

You only see data for your Assigned Locations. An administrator can give you individual Locations, or a Reporting Group (a named set of Locations, such as "East stores"), or both. When you pick Locations in a filter you can only narrow what you already have, never widen it.

3Home Store: your starting Location

Your Home Store is your main Location. WrapUp opens straight to it. It is always one of your Assigned Locations. If you have no Home Store, WrapUp lets you choose from your Assigned Locations instead, and shows "No Home Store Set" if you have none.

Heads upOnly an administrator can change your role, Locations or Home Store. Support can't change them for you, so ask your administrator.

Why Can't I See Something?

Almost always a permission, not a bug

A page is missing from the menu. Your role doesn't include it. Pages you can't use are hidden, not locked.
A button is greyed out or a block is read-only. You can see the page but your role doesn't include Can Edit for that block.
A Location is missing from a list. It isn't one of your Assigned Locations.
An app is missing from My Apps. Your role doesn't include it, or your organization doesn't use it. TickeTrack, for example, is switched on per organization.
WrapUp says "No Home Store Set". Ask your administrator to give you a Home Store or Assigned Locations.
You see "Access Restricted". That part of the app isn't available for your role.
You see "Account On Hold". Your organization's payment needs attention. Someone with Billing access has to update the payment method in BashKPI Hub. Everything else is paused until they do.

Best practiceWhen you ask for access, tell your administrator the page and what you want to do, for example "I need to edit invoices in Purchasing". They can find it fast in BashKPI Hub under Roles.

Contacting Support

Questions, problems and ideas

Who can use this: anyone signed in

Open your profile menu, choose Support, then pick one:

Help Center

These guides.

Contact Support

Choose a category (Billing, Technical Issue, Account & Access, Feature Request or Other), add a subject and message, then send.

Report a Bug

Say how much it blocks you, what went wrong, and the steps to repeat it.

You get a ticket number on screen and a confirmation email. To stop accidental floods, you can send three requests in a minute. After that you wait ten minutes before sending another.

Heads upNeed something fixed at your Location, such as a register or a leaking sink? That is not a support request. Use TickeTrack. Read the TickeTrack guide.

Need Help Now?

Our support team can answer questions directly

If you can't find your answer here, sign in and open Support in your profile menu to send a message or report a bug. Not signed in? Use the buttons below and we'll get back to you.

· Report a Bug