Getting started for Admins

As a new admin, you're likely eager to tailor your workspace to your team's needs. Here's a quick guide to help you start with the essential actions you can take to set up your workspace efficiently.

Edit Your Profile and Workspace

• Update Your Profile: Personalise your profile to reflect your role and professional details. This helps team members get to know you better.
  

• Customise Your Workspace: Add more details to your workspace to make it easily identifiable and aligned with your team's purpose.

Manage Team Members

• Invite New/Manage Members: Expand your team by inviting new members to join the workspace. This is crucial for collaboration and ensuring everyone who needs access has it.
  

• Create and Modify Groups: Organise your team by adding groups and modifying existing ones to reflect your organisation’s or team’s structure.

Explore the Platform

• Take some time to familiarise yourself with the entire platform. Understanding the layout and available tools will help you manage the workspace more effectively.

Configure Features

• Enable Features: Turn on the features that will benefit your team the most. Each feature can add value to your workspace, so consider which ones align with your team's workflow.
  

• Customise Settings: Tailor the workspace settings to fit your team's needs. This could include notification preferences, data management, and more.

Decide Your First Action

Now that you know the initial steps, consider what will have the most significant impact on your team. Personalising your profile, inviting colleagues, or enabling features brings you closer to a fully functional workspace.

Please get in touch with our support team if you need further assistance or have questions. We're here to ensure your smooth start as an admin.

Jump to each feature: 

• Goals: OKRs & KPIs

• One-One Meetings

• Feedback

• C&C Reviews

• Check-ins 

• Reporting