The below steps will take you through how to add a new client’s account from scratch. You need to be logged into your consultant account to get started.
Note – Complete steps 1-3 before you activate a user. More about this after step 3 instructions.
Step 1 – Go to the “Company” tab and click on the “create” icon.
- Business Code is a unique identifier. We suggest using an ABCD01 format.
- Use the first 4 letters of the company name, followed by 01. If that code is taken, increase the number portion by +1
- Example – Solutions Inc company would have a business code of SOLU01, or SOLU02 if the first one is taken.
- Other fields to complete is company name, company URL, and company image.
- Note – It is best to have a couple company logos handy to make sure it looks okay in the client’s environment.
- Leave the KPI fields and check box selections blank. Many of these will be removed or replaced.
- Click Save.
Step 2 – Create the first set of users under the “Users” tab.
- Best Practice is to create a company entity as the top user.
- The top user’s objectives will become the company objectives.
- If the CEO (or whatever user is at the top of the org chart) is not entering any objectives of their own and are simply entering company level objectives, you could place this person at the top.
- In most situations, the CEO will be entering their own objectives, so it is good to separate the CEO’s individual objectives with the company top level goals / themes.
How to create a user…
- Click the “Create Company User” button (the icon with the person and a plus sign next to it)
- Select the correct company in the company dropdown list.
- Once the company is selected, the employee number will self populate.
- Fill out the fields on the left side of the screen. All are mandatory except for the location field.
- The very first user created in this company will be the one on top of the org chart, so leave the direct manager field blank.
- To allow the first user to have no direct manager, their Employee Type must be “CEO President”. In most situations, the company entity user created will have this designation.
- This is the only user who will have the “CEO President” employee type. All other users will be designated “Manager” if they will have employees reporting under them, or they will be designated “Employee” if they do not have direct reports.
- Click save if you do not need to add any more users. Click save & add if you want to continue to add users.
- Note – users will not be sent an activation email until you do so manually. It is suggested you have all relevant users set up in the system and even have the company objectives entered so when you invite your first users, they will not see a blank environment.
Step 3 – Create a period under the “Periods” tab.
- Click on the add period icon, fill out the period name and date range.
- Note – even though you can edit the date range later, the period name cannot be changed as of this moment.
- Best practice is to have a year/quarter period, but it is up to you…just keep it consistent with the client. An example period is 2022Q1 or 2022-Q1 or 2022 Q1
- Determine if you want the period to be active, inactive, or closed.
Now you have a company name, at least one user, and at least one period, you can now access this client account.
- Click on the account icon (top right of the screen) and select the appropriate client from the dropdown box.
- You will enter that client’s view as if you are the top user (you will see the org objective tiles on the dashboard)
- You are viewing this account as the consultant. Anything you do in this account (adding, changing, editing objectives, making comments…) will be shown as actions performed by the consultant.
- Check the org chart to make sure it was properly created by clicking on My Views, then Org Structure.
- Best Practice – if you already have the client’s top organizational strategic goals / themes for the first quarter, add it into the system. This way, when you showcase the system for the first time, their main information will already be populated.