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Albert Set Up Process
Albert Set Up Process
Ben Collier avatar
Written by Ben Collier
Updated over a week ago

You're a new customer signed up for Albert, what's next?

The key steps involved in setting up Albert are detailed below, from the point of sign up to the full roll out of Albert across your organisation. The Ocasta Support Team are on hand to guide you through the whole process and help you get setup as quickly and smoothly as we can.


Step 1 - Setting up the server

Our Server Team needs to set up a server which will host your organisations version of Albert. Depending on the availability of the server team, this can usually be setup within a 1-2 business days.

What do we need from you?

We’ll check with you what you would like your domain name to be, that will be used to sign into the Albert app . It will always end in For example your domain name could be

Step 2 - Setting up accounts

Once your server has been set up and you have decided on a domain name, the next step is to set up accounts for the key people in your team that are going to be involved in managing the Albert content

What do we need from you?

We’ll ask you for a list of the selected key people in your team. We will need the following details:

  • First name

  • Last name

  • Email address

We’ll set up these initial accounts but we will show you later on how you can manage this yourselves. All the people on the list will receive an invitation email from Ocasta Albert which will contain their user name and a link to be able to create a password. Once they have created a password they will be able to log onto Albert.

See this article for help on how to download the app and login

Step 3 - Example content

The Ocasta team will add some example questions for you to show you how it works and to demonstrate the different questions types. After downloading the app and logging in you can take a look and have a play around!


Step 4 - Admin training

Once you are more familiar with Albert after logging in and looking at the example questions we’ll set up a call or a meeting in person to begin showing you how to use the admin. This is where you can create new users, set locations, create and schedule questions and prizes if you have opted to. It’s likely we’ll need a few sessions to get you and your team up to speed.

Once you are more familiar with the admin we can work with you and set up as many sessions as you need before you feel confident using the admin yourself.

Step 5 - Adding content

Now it’s over to you and your team to add a backlog of questions and organise prizes if necessary before rolling out the app to users across your organisation. We are always on hand to answer any questions whenever you need us, even after the initial setup.

Step 6 - Roll out

Depending on the size of your organisation you may want run a trial of Albert one department at a time or roll it out to everyone at once. Users can be added manually or via a user import with our assistance.

Every user will receive an invitation as described in step 2. You’ll need to make sure you have set up locations in the admin an assign each user to a particular location. You can also set the permission for each user, which we’ll show you how to do in our training sessions.

Existing Oplfit Customers

If you are already using one of the Opflift apps such as Engage or Review, you will already have a username and password. Once our server team has activated Albert on your organisations account you will be able to login to the app using the same username and password.

We'll set up additional meetings to show you how to use the additional admin features including how to add and schedule questions and prizes if you have opted for this.


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