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Getting Started


THE PPI APP:
GETTING STARTED

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Getting Started


THE PPI APP:
GETTING STARTED

 

Download the app:

First, be sure that you have updated your operating system to the latest version of iOS or Android. Then, find the new PPI App in your app store. Search for "PPI." The new app is the one with the PPI sphere icon. You may need to scroll down a bit.

 
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If you are viewing this page on your device, use these links to go directly to the app:

 

Alternatively, you can click the HTML 5 icon to use the web browser on your computer or mobile device. Be sure to bookmark the site so you can return to it easily.

NOTE: If you see this icon in the app store or on your device, this is our old app from the 2015 Summer Roundtable and prior programs. The app still functions, but is no longer being updated. For the current app, be sure the icon on your home screen shows the blue sphere pictured above. 


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Launch the app:

  • Tap the PPI App icon on your device home screen.
  • The first thing you will see is the welcome screen as the app starts up.

Enter your Email Address

  • Enter the email address where you received the invitation to the PPI App.*
  • Check the box to affirm the Terms of Service and App Privacy Policy, which are also available at the bottom of this page.
  • Tap the Submit button to move to the password page.

*If you have an assistant who will be helping you with the app, you should share the same sign-in credentials.


Enter the Password

  • Find the default password that was sent in the email that invited you to the PPI App.
  • Enter the password.
  • Tap the Submit button.

*After you have used the app for a few days, we recommend that you use the Reset Password option on this screen to create your own password.


Choose an Event

Tap the event you want to launch.

You will only see the events associated with your email address. For example, attendees of a roundtable who are not PPI members will not see the year-round event called "PPI Community" in the event list.


Switch Events

After you have explored an event, you may want to switch the app to another event, like the year-round PPI Community, if you are a PPI member.

On iPhones and iPads:

  • Tap the More icon at the bottom right.
  • Scroll down to the bottom of the menu.
  • Tap the Logout/Switch Event button.

On Android devices, you will find the Logout/Switch Event option under the menu icon (three vertical dots).

 

ABOUT LOGGING OUT: There is generally no need to log out of the app, once you have initially signed in. In fact, if you have been using the Add Note feature that is available throughout the Agenda section, you should email your notes to yourself before logging out, as logging out will purge your notes from the app. If the app seems to be malfunctioning, the best solution sometimes is to log out of the app and log back in to refresh all the content and connections.

 
 

Terms of Use


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Terms of Use


PRIVACY POLICY

PPI respects your right to privacy. PPI will not sell, trade or give away any of the personally identifiable information we collect - your name, organization, mailing address, e-mail address, phone numbers, preferences, membership information or other personally identifiable information - to any third party without your consent or a court order.

Though we make every effort to preserve your privacy we may need to disclose personal information when required by law wherein it is necessary to comply with a current judicial proceeding, a court order or legal process served on our app.

PPI App Terms of Use

Use of the PPI App, especially its interactive features, requires adherence to the same guidelines for participating in PPI programs in person. Users are expected to observe the Chatham House Rule, which means that all remarks made within the app are off the record. All users are expected to observe PPI's strict No Marketing Policy. Please see below for a more complete description.

What is Chatham House Rule?

PPI works hard to create an environment that is conducive to learning, whether in-person or virtually. For many members, our learning environment is a key reason for choosing to participate in PPI over another organization. It is critically important for PPI to maintain the practices that encourage openness and a deeper sharing of information and experiences: Participation in our programs, including the app, is by invitation only. We cap the number of event attendees. We require all participants to observe the Chatham House Rule and our strict No Marketing Policy.

Under the Chatham House Rule, participants are free to use the information received during a program or in the context of the PPI app, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.

In order to register for a PPI program and participate in the mobile app, each program registrant and mobile app user is required to check a box to affirm that they are aware of our use of Chatham House Rule. In addition, the co-chairs of the program remind the audience at the start of program, and the rule also appears in the program materials and app.

What is PPI's No Marketing Policy?

PPI works hard to create an environment that is conducive to learning, whether in-person or virtually. For many members, our learning environment is a key reason for choosing to participate in PPI over another organization. It is critically important for PPI to maintain the practices that encourage openness and a deeper sharing of information and experiences: Participation in our programs, including the app, is by invitation only. We cap the number of event attendees. We require all participants to observe the Chatham House Rule and our strict No Marketing Policy.

There are many ways one might market financial products and services, from subtle to overt. Any list of prohibited marketing behaviors would be incomplete. Simply put, if a participant reports that their experience of the program or participation in the PPI app was diminished by the marketing behavior of another participant, PPI will act swiftly to ban the offending individual from the remainder of the program and app and will not be invited future PPI programs.

In order to register for a PPI program and participate in the mobile app, each registrant is required to check a box to affirm that they are aware of our zero-tolerance stance with regard to marketing behavior. In addition, the co-chairs of the program remind the audience of the No Marketing Policy at the start of program, and the policy also appears in the program materials and app.

If you are an attendee of a PPI program or participant in the app, and another participant’s marketing behavior is distracting you from a full experience of the program, we invite you to remind the offending participant of the No Marketing Policy. If the problem persists, please notify anyone on the PPI staff. The staff will inform PPI’s president for swift action.