Getting started
with Scout

Before you start

A few things to have nearby

This guide is for someone who has been invited to Scout. You can leave it open while you work. A browser is the app you use to open websites, such as Safari, Chrome, or Edge. A tab is one of the pages open in that browser.

• Your invitation email. You need access to the email address where the invitation arrived.
• An internet connection. Stay connected while you set up and save your changes.
• Your personal phone, if you’re an operator. Have Okta Verify available. A computer or iPad beside your phone makes scanning the setup code easier, but you can also use just your phone.
• Your restaurant details, if you’re setting up a restaurant. Have its name, local timezone, and five-digit Chick-fil-A restaurant number ready. You can add people manually if you don’t have the number or roster connection ready.

In these instructions, select means click with your mouse or tap with your finger. Words in bold often match the label of a button or box on your screen.

01 · Everyone

Open your invitation email

1. Open the email app or website where you normally read your mail.
2. Look for your Scout invitation. Searching your inbox for Scout can help. If someone just sent it, give it a few minutes and refresh your inbox.
3. Open the email and check the restaurant and the person inviting you, if shown. Note the Scout sign-in email: this is the address you’ll use to sign in later.
4. Select Set up my Scout account in the email. It opens Scout in a browser. The production Scout account website is app.scout.restaurant.
5. On Scout’s invitation page, select Continue once. Wait for the password screen to appear. Opening the email link and pressing Continue are two separate steps.

02 · Everyone

Choose your Scout password

1. Select the New password box. Choose a password with at least eight characters. A longer, unique password is a good choice. This is the password for your Scout account.
2. Select Confirm password and enter the exact same password again. Capital and lowercase letters must match.
3. If you need to check your typing, select Show passwords. Make sure no one nearby can read the screen.
4. Select Save password. Wait while the button says Saving…. Continue only after Scout confirms the password was saved or takes you to the next screen.
5. If your personal device offers to save the password in your password manager, you can use that to remember it. Avoid saving personal operator credentials in a shared browser.

Operators: continue to step 3. If your account already has an authenticator, use its existing Scout code when asked.

Shift leaders: Scout should show that your account is ready. Go to step 8 to open the app. You do not need to create a restaurant.

03 · Operators

Add Scout to Okta Verify

Scout calls this an authenticator or two-factor setup. It protects your operator account with a code from your personal phone. Keep Okta Verify installed after setup; you’ll need the Scout entry again when signing in or resetting your password.

If you already use Okta Verify at work, keep that account. Add a separate entry for Scout. When Scout asks for a code, use the entry you added from Scout’s setup page.

1. On your personal phone, open Okta Verify. If you don’t have it, find Okta Verify by Okta, Inc. in your phone’s App Store or Google Play Store. If your phone is managed and installation is restricted, ask your device administrator for help.
2. Back in Scout, find Protect your operator account. Select I have an authenticator — continue.
3. Scout opens Set up authenticator. Follow the device instructions below. Only start again if your current setup was interrupted; starting again creates a new setup key.

Using a computer or iPad + your phone

1. In Scout, select Computer + phone. Leave the square QR code visible on that screen. A QR code is a patterned square your phone can scan.
2. On your phone, open Okta Verify and tap + to add an account. Choose Other when asked for the account type.
3. Choose the QR scanning option if prompted, allow camera access, and point your phone at the QR code on the Scout screen. Use Okta Verify’s scanner.
4. Once the entry is added, find its six-digit code. Return to Scout and type it into Verification code.
5. Select Verify and continue. Wait for Scout to accept it and move you forward.

Okta’s labels can vary by version. See Okta’s third-party authenticator instructions (opens a new tab).

04 · Operators setting up a restaurant

Save your restaurant details

If you’ve joined an already configured restaurant and Scout opens the dashboard, skip to step 7. Otherwise, Scout’s setup has three screens: restaurant details, people, and stations.

1. In Restaurant name, enter the name your team recognizes.
2. In CFA restaurant number, enter your restaurant’s five-digit number. Keep any zero at the beginning. For example, a five-digit number can start with 0. Use your own restaurant’s number.
3. If you don’t have the number yet, leave it blank and plan to add people manually in the next step. You need the correct number before connecting Chick-fil-A.
4. Open the Timezone list and choose the timezone where your restaurant operates. Check this even if Scout has already selected a value.
5. Select Save and continue. Wait while Scout saves. If you see an error below a field, correct that field and select the button again.

Saved steps are kept if you leave and return. Finish saving before closing the browser. Text still being edited may need to be entered again.

05 · Operators setting up a restaurant

Add your people

Scout needs at least one active person before you can finish setup. You can bring in your active Chick-fil-A team or add people manually.

Connect your Chick-fil-A team

1. Find Connect your Chick-fil-A team. Check the restaurant number on the button. If it’s wrong, go back and correct the restaurant details before connecting.
2. Select Connect restaurant followed by your number. Scout takes you to Chick-fil-A’s sign-in page.
3. Sign in with the Chick-fil-A account approved to access your restaurant’s team information. Use that account’s sign-in method and any verification it requests. Your Scout password is for Scout.
4. Review the permission request and allow the team-member access needed for the connection. If the account or restaurant is wrong, stop and ask your operator to confirm the right access.
5. Wait to return to Scout. Check the connection result and the active people count. Confirm that your people appear; don’t assume the import finished just because sign-in succeeded.
6. Select Continue to stations once at least one active person is available.

Or add people manually

1. Find the manual people section and select Add person.
2. Enter the person’s Full name. Add a Nickname only if useful for the floor display.
3. Keep Active enabled for someone who should appear in Scout.
4. Select Add person in the form. Wait for the name to appear in the list. If saving fails, follow the error and retry.
5. Repeat for additional people, then select Continue to stations.

06 · Operators setting up a restaurant

Set up your stations

A station is a place or position where someone works, such as Front Counter or Drive-Thru Window. These names appear on the shared iPad.

1. Choose the FOH tab. FOH means front of house. Scout needs at least one active FOH station to finish setup.
2. Select Add FOH station.
3. Enter a clear Station name, such as Front Counter. Use the names your team already uses.
4. If helpful, enter a Short iPad label, such as DT Window. It is optional.
5. Select Add station and wait until it appears in the station list.
6. Add any other stations you need. The BOH tab is for back-of-house stations. Adding only BOH stations does not meet the FOH setup requirement.
7. Check your names and labels. If you edit a field in the list, select outside it to save, and wait for the saved result. Resolve failed saves before moving on.

07 · Operators

Open your dashboard

1. From the last setup step, select Open Scout. Wait for your dashboard to load.
2. If Scout offers a site guide, follow it for a short tour. You can skip it and return to the guide from the app’s navigation later.
3. Check that you’re in the right restaurant. Forms is your starting page. People and Stations let you review the setup you just saved.
4. Save Scout sign-in (opens a new tab) as a bookmark on your personal computer if helpful. Use that page next time; your invitation was only for the initial setup.

The short tour introduces Forms, Insights, Training, People, Stations, and Access. Finishing setup makes the restaurant ready; you’ll create or publish forms and assign pathways separately as your restaurant needs them.

08 · Shift leaders and operators using the app

Open Scout on your device

For a full walkthrough with the verified App Store download and every sign-in step, read Download Scout and sign in.

Shift leaders use the Scout app. Operators can also use the app for floor work. The web dashboard is for operators.

1. After saving your password, follow Scout’s account-ready instructions. You can also open Get Scout (opens a new tab) on the phone or iPad where you want to use it.
2. If Scout is already installed, use the option to open it. If it isn’t, follow the installation option shown for your device. Your restaurant may use an invitation or managed installation.
3. If no installation link is available, ask the person who invited you for the correct link for your phone or iPad. Don’t choose an unrelated app just because it is also named Scout.
4. Open the Scout app. Enter the same email address that received the invitation and the Scout password you saved in step 2.
5. If Scout asks for an authenticator code, open Okta Verify, read the current code for your Scout entry, return to Scout, and enter it.
6. Wait for the restaurant to load. Once the restaurant is ready, the shared iPad opens to the station board.

If you opened Get Scout on a computer, its QR code opens the public installation instructions on your phone. Use your phone’s Camera app for that installation QR. It does not sign you in. The authenticator QR in step 3 has a different purpose and must be scanned inside Okta Verify.

A little extra help

If you get stuck

Find the situation that matches your screen. For general Scout help, email andrew@scout.restaurant. You can also ask the person who invited you to walk through the step with you.

This guide follows Scout’s invitation, account-security, and restaurant-setup screens. For more about Okta Verify, see the official iPhone guide (opens a new tab).