Bulk Update Metrics and Feedback Categories You’ve built the organization, set all categories for both and , set all the Can Score In and Is Scored for all the users. Now you realize you need to […]
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 […]
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 […]
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 […]
How to Create a Support Ticket There are several ways to get the help you need. You can search this Knowledge Base or reach out to us directly. Here are the three primary ways to reach […]
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 […]
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 […]
Company List This is for Super-Admins only, to view or edit the company list fist login to the main application and choose the parent company, “”. Once logged in see the menu on the […]
Company Setup The Company Setup View is to be used by the organization’s administrators and controls the company’s application.