Overview- Administrator
Administrators have the highest level of software access. An administrator has complete access to all of the software’s functions and controls the level of software access for each team member. Typically, only one or two people on your team will be an administrator.
To begin in the software, we recommend administrators work with their team on the following steps:
Step 1: Invite Collaborators to your Organization
Step 2: Populate the Compass
Step 3: Populate the Focus Areas
Step 4: Populate the Goals
Additional information administrators should know:
3. Utilize the documents section
Only administrators can perform the following functions in the software:
1. Administrator Functionality
2. Create, clone, and delete plans
Overview of Access Levels:
