Getting Started Guide: Web
Kayla Conroy avatar
Written by Kayla Conroy
Updated over a week ago

Learning new software can be scary, so let us help you! Below is everything you need to know to get started including helpful articles, pictures, and contact information.

Start by checking out our getting started Videos:

Reporting Suite

Admin & Configuration


  1. Go to and Login

  2. Enter your username (typically your email address) and Password

  3. If you don't know your password you can reset your password

Adding Stores and Accounts

Any large store or account lists can be uploaded by Wiser Support. Simply email the list to including any additional instructions regarding the upload. You can also add stores and add accounts one at a time through the Admin Panel interface.

Adding users

You can add users individually or send a list of users to for bulk upload. When users are added to the system they are automatically sent a welcome email to activate their account and set their password.

New users can follow our Getting Started Guide: Mobile or contact Wiser Support if they have any questions.

Creating Forms

Creating forms is how you tell your sales reps what to do and what information to collect when they make their store visits. Click for instructions on how to create a new form or duplicate an existing form. You can also contact Wiser Support if you have questions regarding best practices around what questions to include in your forms.

Assigning Forms to Stores

Wiser gives you the flexibility to assign forms to specific stores and accounts. That way users only see what is pertinent to them at the right time. If your sales reps travel periodically travel across the country you may want to assign all stores and accounts to all users.


Wiser has a comprehensive suite of reporting tools aimed to provide you with everything from a high-level overview all the way down to detailed results by store. Refer to our reporting guides below for more information.

Getting Help

If at any time you have questions or feedback do not hesitate to contact us and we'll help you out!

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