The importance of new user set up

Learning outcomes:

• Why it's important to set up a new user correctly
• How to set up a new user correctly
• Why adding managers is a good thing

Why its important to set up a new user correctly

Adding a new user is quite a simple process however, some of the settings applied to a user, and the teams they are added to, affect what goal and task data the user has access to.

Goal data in the Roadmap, Goal and Dashboard modules can be filtered by team and by role. If a user does not have a role or is not a member of a team, their data will not appear when these filters are applied.

A user can update their manager, job title and email at anytime from their profile although we recommend the admin enters this information to a new user record when they’re adding a new user. This ensures when a person first accesses the platform their user details are set up appropriately and correctly.

How to set up a new user

As an admin, when setting up a new user, you should complete all fields in the user editor. This ensures the new user, their teammates, and managers all have access to that persons goal data. It also means the new user has access to the right data as well.

In the admin center, click the team members button.

Click the add user button.

Complete all fields and assign the new member to at least one team and one business unit.

Scroll to the bottom of the page and hit save.

Adding a user's manager

A manager has the ability to make updates to outcomes that are owned by their team members. The manager can also add notes and tasks to the outcomes. A manager is added to a user record, not a team record.

To add a manager, start typing the manager's name in the Manager field. When the name appears click it.