Admin

Initial setup, configuration and customization.

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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 […]

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 […]

Bulk Import/Export Project and Task Data

Learn how to export project and task data to edit in a CSV editor, like Excel, and then re-import in bulk into the application.

OpenAI API Key Setup

Using a service account API key is essential for security and consistent access to your entire workspace, ensuring all meeting notes and data are captured effectively.

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 […]

Allow Update of Own Objectives

In some organizations, employees are allowed to update the current values for their own . In others, they are not. In Company Setup, you have the global option to enable […]

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 […]

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 […]

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 […]

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 […]

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 […]