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User management

For leaders and administrators

ADD A USER

SET UP A BRAND NEW ACCOUNT!

Pending Invitations

View, resend or cancel invitations

Bulk Setup

Learn how to set up accounts in bulk

Add a new user

Here you can manually add a user to your account. Once you are finished, an invitation will be sent, allowing the user to finish setting up their account. 

Required Fields
EMAIL: *
MEMBERSHIP TYPE: *
Optional Fields

You can add this information now, or the user will be able to enter this information when they create their account.

NAME:
DIVISION:
DEPARTMENT:
TEAM:
START DATE:
LOCATION:

Add Membership

Click here to create the membership and send the invitation!

 

Employee Accounts

Employee accounts have access to all of the personal development content and tools, as well as all surveys, but they cannot run any reports.  An employee account is required for anyone you want included in your surveys and reports.

Leadership Accounts

Leadership accounts include additional leadership development content, and can run reports for the employees you give them access to.

 

report permissions

This user has a leadership account, which means they can run reports for people in the organization for whom you give them permission. You can grant permission by category or for select individuals.

PROFILE CATEGORIES

The following categories are included in this leader’s report permissions, which means they can run reports for anybody included (now, or later) within these categories.

Choose Profile Categories

NOW EDITING

Required Fields
EMAIL: *
MEMBERSHIP TYPE: *
Optional Fields

Users also have the ability to edit this information within their own account.

NAME:
DIVISION:
DEPARTMENT:
TEAM:
START DATE:
LOCATION:

Save Changes

Save

Click here if you’d like to remove this user’s access.

report permissions

This user has a leadership account, which means they can run reports for people in the organization for whom you give them permission. You can grant permission by category or for select individuals.

PROFILE CATEGORIES

The following categories are included in this leader’s report permissions, which means they can run reports for anybody included (now, or later) within these categories.

Choose Profile Categories
Specific Individuals

The following specific individuals are included in this leader’s report permissions. Click “Choose Individuals” to add to or edit this list. This is only needed if you want this leader to access reporting data from individuals not included in a broader category that they already have permission to access (above).

CHOOSE INDIVIDUALS

Add or edit who should be included in this leader’s report permissions.

Add Users in bulk

An alternative way to add users is to simply share with them the URL below. 

When they visit this URL, they will be able to create an Employee Account and enter their own profile information (e.g. Division, Department, Team, Location, and Tenure). This is the fastest and easiest way to get everybody set up with an account.

Note: This will only allow the creation of employee accounts. To create leadership accounts, you’ll either need to create them manually using the Add Users button, or wait until the employee account is set up, then edit that user’s access afterward.

Remember, anyone who has access to this link can join your company and set up an account. To safeguard against unwanted access to account creation, you can click “regenerate link” to change that link at any time. 

This is a good idea once everybody has signed up, to prevent the open-signup link from being shared accidentally.

add users manually

If you’d like to return to manually add users, click the link below.

MANUALLY ADD A USER

SET UP A BRAND NEW ACCOUNT!

Pending invitations

The following individuals have been sent an invitation, but have not yet set up their account. You can click “Resend” to send a new invitation to them. You may also want to verify their email address is correct, to ensure it’s going to the right place.

Select an account to edit

Click on an individual from the list of current users below to edit their information. 

If an individual does not appear, they may not yet have an account, or may have received an invitation but not set it up.
You are not allowed to access this page.

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editing permissions for

Here you can grant this user permission to run reports for all users in a profile category. Simply check the categories below that this user should have access to!

available divisions
available departments
available teams
available locations

SAVE PERMISSION SETTINGS

SAVE PERMISSION SETTINGS

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