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:

1. Populate the Action Plan

2. Track goal progress

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: