For leaders and administrators
Users also have the ability to edit this information within their own account.
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.
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.
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).
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.
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.