Getting Started with Territory Wallet Admin Portal

This guide will walk you through your first steps with Territory Wallet Admin Portal, from signup to creating your first territory.

Table of Contents

• Creating Your Account
• Logging In
• Understanding the Interface
• Your First Territory
• Next Steps

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Creating Your Account

Territory Wallet uses passwordless authentication - no passwords to remember! You'll receive secure magic links via email to access your account.

Signup Process

Step 1: Request Activation Link

1. Visit the Territory Wallet website
2. Click "Sign Up" or "Get Started"
3. Enter your email address
4. Click "Send Activation Link"
5. Check your email inbox

Step 2: Activate Your Account

1. Open the activation email
2. Click the activation link
3. You'll be automatically logged in and redirected to setup

Step 3: Complete Setup (3 Steps)

Step 1 - Your Name:

• Enter your full name
• This will be visible to other users in your congregation
• Click "Continue"

Step 2 - Congregation Information:

• Congregation Name: Enter your congregation's name (e.g., "West Congregation")
• City: Enter your city
• Country: Select your country from the dropdown
• Click "Create Congregation"

Step 3 - Mobile App Activation (Optional):

• Download the Territory Wallet mobile app (iOS or Android)
• Click "Send Activation Link" to receive a mobile activation email
• Or click "Skip for now" to set up mobile later
• You'll be redirected to the Dashboard

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Logging In

For Returning Users:

1. Visit the Territory Wallet website
2. Click "Login"
3. Enter your email address
4. Click "Send Login Link"
5. Check your email inbox
6. Click the login link in the email
7. You'll be automatically logged in and redirected to the Dashboard

Security Notes:

• Magic links expire after a short time for security
• Each link can only be used once
• Never share your magic links with others
• Request a new link if yours expires

Dashboard Overview

After logging in, you'll land on the Dashboard. This is your command center for all territory activities.

The dashboard shows:

• Territory split with current status indicators (worked, overdue, pending)
• Publisher status trends with active, inactive, and onboarding publishers
• Do Not Calls summary and quick access to recent updates
• Being worked vs overdue panels highlighting assignments that need attention
• Service year metrics comparing this year with last year
• Average time to complete and two-year progress comparison charts
• Progress by territory type for business, apartment, house to house, and letter-writing work
• Last worked by quarter so overdue territories surface automatically
• Dedicated lists for Territories, Publishers, Do Not Calls, and S-13 allocations

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Understanding the Interface

Main Navigation

Territory Wallet uses a clean, organized navigation structure:

Top Navigation Bar:

• Dashboard - Analytics and overview
• Map Builder - Create and edit territories
• Docs - Access the published administrator guide
• Settings - Congregation settings and preferences
• Profile - Your account settings

Map Builder Layout

The Map Builder is where you'll spend most of your time. Understanding the layout is key:

Left Sidebar:

• Search and filter controls
• Territory type filters
• Locality filters
• Visual layer options
• Import and export tools for GeoJSON files

Main Map Area:

• Interactive map display
• Territory boundaries and points
• Drawing tools

Bottom Panel (when territory selected):

• Territory properties editor for reference ID, type, locality, and assignment details
• Addresses tab to review, add, or import associated addresses
• History, metadata, and publishing context

Map Tools:

• Drawing tools (Point, Polygon)
• Navigation controls (Zoom, Pan)
• Undo/Redo buttons
• Save Draft / Publish buttons

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Your First Territory

Let's create a simple territory to get familiar with the workflow.

Step 1: Open Map Builder

1. Click Map Builder in the top navigation
2. The map will load, centered on your congregation's area
3. You'll see an empty canvas ready for territory creation

Step 2: Draw a Territory Boundary

1. Click the Polygon tool in the toolbar (square icon)
2. Your cursor will change to a crosshair
3. Click points on the map to define your territory boundary
4. Double-click to complete the polygon
5. The territory will appear on the map with a default color

Tip: Start with a small, simple area for your first territory. You can always expand it later!

Step 3: Set Territory Properties

After drawing, the territory is automatically selected and the edit panel opens.

1. Reference ID: Enter your territory number (e.g., "YT-101")
2. Title: Use a street intersection for easy searching (e.g., "Oak & Main", "Broadway & 12th")
3. Type: Select territory type (House to House, Apartment, Business, etc.)
4. Locality: Choose or create a locality (neighborhood/area)

Tip: Using street intersections as titles makes territories much easier to find when searching or assigning. Publishers can quickly identify territories by familiar street names.

Click outside the panel or press Enter to save changes.

Step 4: Add Addresses

Now add addresses to your territory. You have three options:

Option 1: Pull Addresses (Fastest - Recommended)

1. Open the Addresses tab while the territory remains selected
2. Click the orange Pull button in the toolbar
3. Wait 1-2 minutes while the system searches for addresses
4. Review the fetched addresses and click Replace to add them

Tip: Pull automatically fetches addresses from publicly available data feeds. This is the fastest way to populate a new territory!

Option 2: Add Individual Addresses

1. Open the Addresses tab
2. Click Add Address button
3. Fill in address details (house number, street, city, postal code)
4. Click Save to add to territory

Option 3: Import CSV

1. Open the Addresses tab
2. Click Import CSV button
3. Upload your CSV file with address data
4. Map columns and import addresses in bulk

When to use each method:

• Pull: Starting a new territory - let the system find addresses for you
• Add Individual: Adding a few missing addresses or corrections
• Import CSV: You already have address data in a spreadsheet

Step 5: Save Your Work

Important: Territory Wallet has two save modes:

1. Save Draft (disk icon button)

   • Saves your work temporarily to cloud storage
   • Changes are NOT visible to publishers yet
   • Use this while you're still working

2. Publish (arrow-up icon button)

   • First saves a draft, then publishes changes
   • Makes territories visible to publishers
   • Triggers background processing (geocoding, validation)
   • Use this when your territory is ready

For your first territory, click Save Draft to preserve your work.

Best Practice: Save drafts frequently while working. Publish only when territories are complete and ready for publisher use.

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Next Steps

Congratulations! You've created your first territory. Here's what to explore next:

Learn the Dashboard

Understand territory metrics, activity tracking, and analytics.

Master the Map Builder

Deep dive into drawing tools, editing techniques, and advanced features.

Manage Addresses

Bulk import, geocoding, and organizing address records.

Understand Save vs Publish

Learn the workflow for drafting and publishing territories.

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Quick Tips for New Administrators

✅ Do:

• Save drafts frequently while working
• Use street intersections as territory titles for easy searching (e.g., "Oak & Main")
• Use consistent reference ID patterns across your territories
• Organize territories by locality from the start
• Test with a few territories before bulk importing

❌ Avoid:

• Publishing incomplete territories
• Forgetting to save before closing the browser
• Creating overlapping territory boundaries (unless intentional)
• Using special characters in reference IDs

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Questions? Check the Tips & Troubleshooting guide or contact support.