Admin

Initial setup, configuration and customization.

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Behavioral Profiler

Behavioral assessments can offer several benefits to an organization when given to teams. There are three options to select which behavioral profiler your organization uses. Select the profiler you would […]

Prevent Screen Sleep during Meetings

Some devices will turn the screen off or even go to sleep entirely in order to conserve battery power. However, that’s not always what you want if you are transcribing […]

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 […]

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.

Unpivoting Data

The example below shows an unpivot transformation on a very simple data set. In the original data table, there are several columns of data and three rows. Each row contains […]

Setup Wizard

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

Mass Update Metrics

In some situations, there is a need to update properties of multiple individual in your organization. For small batches of updates, using Administration > Manage will work, but if your […]

Add Existing Users to an Organization

Since v0.9, administrators have the ability to add existing users to any organization below the parent. In this way, internal admins can manage more than one organization with a single […]

Integrator Mode

When you first create a new organization, all users have a special privilege we call “Implementers.” For each of these users, that “Implementation Mode” removes the can score in, is […]

Bulk Upload and Import

Whether you’re starting fresh or have a ton of user data to update, the Bulk Import/Update function is your best friend. Let’s break it down into two parts. The first […]