Admin – Docs

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Company Setup

The Company Setup View is to be used by the organization’s administrators and controls the company’s application. To go to the Company Setup View, use the navigation panel and select Admininistration […]

Global Meeting Settings

You can customize and set defaults in for everyone in your organization. Let’s walk through what all is included in Meeting Settings.

Global Project Settings

Change or update defaults for Projects for your entire organization from Administration >> Project Settings.

Setup Wizard

We encourage each employee complete the Setup Wizard to ensure accuracy of their Profile, Hierarchy, and Objectives.

Permissions Glossary

is a framework designed to help you hire and manage better no matter how large or complex your organization. That’s why the application offers a lot of access permission customizations […]

Login with Single Sign-on (SSO)

Single sign-on (SSO) is an authentication method that allows your employees to securely authenticate with multiple applications and websites by using just one set of credentials which you can control […]

Enable Two-Factor Authentication

Two-Factor Authentication, or “2FA” for short, helps secure your login from being compromised by adding an extra layer of security to the login process. Even if someone managed to discover […]

Manage Categories

Effortlessly Create or Edit Categories in Managing categories in your application is straightforward and efficient. Whether you’re adding new categories or editing existing ones, the process is designed to be […]

Category Groups

Category Groups are Categories grouped together within the application. Groups are a vital part of the application because it helps keep the application organized and with the visualization of the […]

Exporting Data

Exporting data from the application is available in multiple areas of the application. To export, first log into your organization’s  application. For example purposes see the menu on the left side of […]

Mass Update Objectives

If you are responsible for updating a lot of on behalf of your team, you’re gonna love this. You could go to each individual’s Employee Dashboard and update all the […]

Bulk Import Objectives

If you are responsible for updating a lot of objectives on behalf of your team, you’re gonna love this. You could go to each individual’s Employee Dashboard and update all […]