Account owners are responsible for adding and administering all user profiles on your PeopleGoal account. In your User menu you can invite colleagues to join the account; upload and import all employees; manage invitations and requests to join the account; and build employee database reports.
A "user" is any individual on your PeopleGoal account, whether that's an account owner, an employee or a team lead. Every user has their own personal profile which is attached to their email address, and they will use this email address to log in to your account. You can't have more than one email address on a PeopleGoal profile (but you can belong to more than one account, either on the same or different email address).
To open your user menu, hover over Account in the lefthand navbar, then select Users.
You'll see five tabs in this menu:
This is your homepage for managing your account users, and your full list of all users. The list here is paginated, so scroll down to the bottom right and click Show all users to load your entire list. On this page you'll see the Last signed in date, and there are a few different actions you can complete.
When you're ready to launch your account, you'll need to send out user invitations to all employees. Employees are not notified of any activity and are not able to access their PeopleGoal account until you've sent the invitations to them (exceptions may apply here for enterprise accounts using Single Sign-On).
There's no limit to the number of account owners you can have at once, and no extra charges for owner profiles. However, account owners have access to the setttings and all sensitive employee data, so it's best to limit this access to your PeopleGoal superusers only.
If an employee leaves your company, you can remove their PeopleGoal login details without deleting any of their in-app items.
The Requests menu contains a list of all of the requests to join your PeopleGoal account. Anyone can request to join an account by searching for its subdomain, so all requests need to be approved by an account owner.
See how to request to join an account in our Create an Account section.
Employees are not notified of any activity and are not able to access their PeopleGoal account until you've sent the invitations to them (exceptions may apply here for enterprise accounts using Single Sign-On). It's easier to upload all of your user details so that you capture the data for your custom profile fields, but you can also quickly invite anyone else to join with just their email address.
There may be times when you want to re-send an invitation to someone - if they haven't accepted the initial invitation, or didn't receive it. All outgoing invitations will come from email@example.com, so first check your inbox to make sure you didn't miss the first invite.
The User Import Template is the easiest and quickest way to add all employees to your account. Because you can define completely custom Profile templates, your user import template will then be unique to your account and you can fill out all employee details in one upload.
You can see the status of your upload in the Data imports menu below. Click the import to open up the details, and you'll be able to see any errors on the file.
The Data tab is just like the Data view you have in your PeopleGoal apps. It contains a table with every single element from your employee profiles. You can use this table to build custom reports and charts, run data exports and schedule regularly recurring reports to key stakeholders.
PeopleGoal Support Team
Account Management & Implementation Specialists