Getting Started

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Getting Started

Welcome to the Knowledge Base!

Greetings and welcome to the Knowledge Base! We are thrilled to have you on board and are ready to help you explore the diverse and powerful features our application has […]

Logging In

There are two ways to login to your account. If your organization has setup Single Sign-On (SSO), you can login using your Google or Microsoft accounts. If not, you can […]

Change Your Password

After first logging in with a temporary password, you can change your existing password from anywhere in the application by clicking your name/avatar in the upper right corner and then […]

Edit My Profile

The “My Profile” page displays your user information within the application. Your profile contains general information such as your name, email address, mobile phone, etc. and also includes system information […]

Navigation Menu Options

Depending on your organization’s setup, ‘s main navigation menu for large screens is either oriented vertically on the left of your screen or horizontally at the top. For smaller screens, […]

Customizing Your Dashboard

Want to personalize your main dashboard with only the items from the Navigation Panel you care about in the order you care about them? Well, it’s easier than ever with […]

Roles and Access

The application mirrors your company’s unique roles and responsibilities. Roles are also used for setting access permissions. Let’s go through how to create custom roles for your organization.

Add/Manage Users

To Add or Manage Users in , use the navigation panel and select Administration > Manage Users. Here you will see a list of current users that primarily or secondarily […]

Add Teams

To add Teams in , select Administration from left navigation menuand then select Manage Teams from the dropdown and on the next page, click Create New Team near the top […]

Add/Manage Objectives

To add in , select Administration in the navigation menu, then select Manage from the dropdown. On the next page, select Add near the top left. First, select whether the […]

Reports To

You could drive yourself crazy trying to create all sorts of roles with slightly different permissions for everybody. That’s why the application manages visibility and privacy through something we call “Reports To.”

Run Your First Meeting

You’ve got the methodology down. Now, let’s run our first meeting in . Click on “My Meetings” from the main navigation. From there, you’ll see a list of the meetings […]