Invite users & set up your business units & teams

In this guide we’re going to cover how to invite users to Waymaker, create a team and assign users to a team.

• Create a business unit and team... for the tribe
• Invite the team

Only Admins on your account will be able to add users and teams. If you were the person that signed the account up to Waymaker you will have been granted the Admin profile. You can assign the admin permission to other users in the team member page of the admin center. We recommend setting up your team(s) first, then inviting users, but these tasks can be done in any order.

To get to the admin center, click the settings icon top right, then click on admin center.

Create a business unit and team… for the tribe

There are 2 key reasons for business units and teams on Waymaker. It allows you to filter data in the Plan, Goals and Explore modules by business units and teams and creates transparency of Goals across a team so they can contribute and collaborate easily.

To create a business unit, in the Admin Center, click on team members. Then business units.

Click the add business unit button.

Add the name of the new business unit, check the teams that make up the business unit and click create business unit.

To create a team, in the Admin Center, click on the Teams tab to navigate to the Teams page, and then the + icon to add a team.

Give the team a name, assign it to a business unit and select the team members to join the team. When you're done, scroll to the bottom of the page and click Save.

Invite the team

Human beings are tribal creatures, it took congregation and community to survive, so invite the team and create your community on Waymaker. Once the team takes the diagnostic, the results turn from subjective to objective, it's not just one person’s perspective. This leads to patterns and trends beginning to emerge. And it's these patterns and trends that highlight opportunities for improvement within the organisation.

To invite a user, navigate to the team members page, and click the + icon to add a new user.

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

The administrator of the account is responsible for assigning the user their role, teams and business unit. The reason for this is to ensure the right people have access to the right data.

A User can edit their name, email address, job title and manager as well as manage the notifications they want to receive.

The new user will receive an email inviting them to Waymaker (please check spam if not received to their inbox), and you’ll see the new user in your list of users.

To edit user details or delete a user, click the edit or delete user buttons in line with the user you need to edit or delete.

You’ve just created your first team complete with team members... now you're a tribe.. on waymaker.