Getting started for Managers

This guide will walk you through the functionalities available to managers.

Upgrading a user to a Manager

To elevate an existing member to a "Manager" role, have them invite new users to the platform. When these new members accept the invitation and join, the system automatically assigns the inviting member the role of their manager.

Steps to assign a Manager role:

1. Existing Member Sends an Invite: The member you wish to upgrade to a "Manager" role should invite a new user to join the platform.
   

2. New Member Joins: Once the invited individual accepts the invitation and completes the joining process, the system automatically updates the role of the inviting member to "Manager" for the newly joined member.

Manage Team Members

Invite New 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.

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.

Decide your first action

Now that you know the initial steps, consider what will have the most significant impact on your team.

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