Rolling out Matter takes about an hour of admin time. Install Matter, add your admins, and configure your features first, so everything is ready when your team joins. Then invite everyone and announce Matter with your first kudos.
Who can use this: Workspace Owners and Admins on every plan. Microsoft Teams only. Using Slack? See the Matter setup and rollout guide for Slack.
Running a trial first? The Matter trial guide for Microsoft Teams walks a pilot group through the same setup in 30 minutes.
1. Install Matter
Install Matter in a Microsoft Teams team. Video: Installing Matter in Microsoft Teams. If Matter doesn't appear in the Teams app store, see Matter isn't showing in the Microsoft Teams App Store.
Whoever installs Matter becomes the Workspace Owner. Want Matter in more than one team? That's Matter Enterprise Grid.
2. Add your admins
Anyone else who will run Matter (HR, People Ops, or team leads) needs to be a Matter Admin to reach workspace settings. It takes a minute: Adding and updating Workspace Owners and Admins.
3. Configure your features
Set up the features in your plan before anyone joins, so the first thing people see is finished. Each section says which plan includes it, so skip anything your plan doesn't have. Every new workspace gets full access during the 14-day trial.
Recognition (every plan; Celebrations, custom kudos, and QR Codes on Basic and above)
Feedback Friday is on by default. Confirm the day, time, and frequency so the first reminder lands the way you want. Feedback Friday Guide.
Custom kudos: Add your company values as kudos types so recognition reinforces the behaviors you care about. Kudos Guide.
Celebrations: Set the message, image, and coin amounts now. Birthdays and work anniversaries attach to members, so add the dates after step 4, or connect your HRIS to sync them. Celebrations Guide.
QR Codes: Print a code so customers, guests, and teammates without Microsoft Teams can give kudos with a scan. QR Codes Guide.
Rewards (Pro and above)
Coins and rewards are on by default on Pro. Set the coin allowance, choose a funding method, and review the reward catalog. Coins give people something to look forward to when they're recognized. Rewards Guide.
Company Swag: Add your logo to a few products so branded swag is in your Company Store on day one. Matter prints and ships every order. Branded company swag.
Spot Awards: Give managers a budget for formal awards. Spot Awards Guide.
Challenges: Set a challenge live. The default challenges are ready to edit. Challenges Guide.
Surveys (add-on to Basic or Pro)
Pulse and eNPS surveys: Set up your survey now, but launch it after step 4 so the first one reaches everyone. You can send it right away, or Matter sends it between 9 am and 5 pm, Monday through Thursday. Pulse Survey Guide.
Onboarding surveys: Collect feedback from new hires on a schedule. Onboarding Surveys Guide.
Employee surveys: Send a custom survey whenever you need an answer from everyone. Employee Survey Guide.
People data (HRIS add-on, annual plans)
HRIS integration: Sync birthdays, start dates, managers, and other employee details from your HR system so celebrations and groups stay current. Members still join through your Matter team. Overview of Matter's HRIS integration.
4. Invite your team
Matter's member list syncs with your team, so adding people there is all it takes. Add people to your Matter team, or add everyone automatically.
Invite people right before you announce, so they join a team that's ready and know why they're there.
5. Announce Matter and send your first kudos
Tell people what Matter is and why you chose it, in more than one place: a company meeting, a post in Teams, and an email. Announce on a Wednesday or Thursday so the first Feedback Friday lands while it's fresh.
Copy and paste announcement:
Member training video to share: Pro plan or Basic plan.
Slides for an all-hands: Launch and rollout deck (Google Slides, make your own copy).
Right after you post, send kudos to as many people as you can, either one to the whole company or several to individuals. A full feed on day one shows everyone how Matter works, and people start sending their own. Sending kudos in Microsoft Teams.
After launch
From here, Matter runs itself. Feedback Friday reminds people to recognize each other every week, and celebrations, rewards, and surveys run on the schedules you set.
Celebration dates: Add them now that everyone is in the team, unless your HRIS syncs them. Adding in birthdays or work anniversary dates.
Pulse survey: Launch your first one. Pulse Survey Guide.
Analytics (Basic and above): After the first Feedback Friday, check participation and kudos activity. Analytics Guide.
Questions during rollout?
Email support@matterapp.com or schedule time with us. We're happy to walk your admins through setup.