Your PeopleGoal account has a simple structure on the surface, with a lot of powerful workflow features behind the scenes. To get started you'll find everything you need in the lefthand navigation bar. Clicking each icon will bring up an area of your account.
Jump straight to:
You can belong to as many PeopleGoal accounts as you'd like.
Each account will have its own subscription, so unless you're overseeing multiple regions with their own separate processes and billing, it's best to invite everyone in your organization to join one account. You can control access to apps by creating Workspaces for each region.
The Dashboard is your account homepage and has a summary of all of the items and tasks you own, as well as your teams and relationships.
The Workspaces tab will show all of the workspaces in which you're a member.
Teams are the groups that all users belong to.
This is where you'll find the custom reports that you've built using the workspace, app and item data.
All fields on PeopleGoal have a unique ID, allowing you to connect data in endless combinations to build amazing reports targeted at exactly what you need to measure.
This menu is for Account owners only. The Account menu will allow you to manage users and settings for the whole account.
Learn more in the Admin & Management section of our Support Center.
This contains all of the in-app and email notifications you'll receive on your PeopleGoal profile, for all the accounts in which you're a member.
Click Mark all as read to dismiss all notifications, or click See all notifications to view your full notification history.
Click your profile image to open up your personal User Menu. Here you can view and update your profile, get in touch with our Support team or sign out of your PeopleGoal account.
Now that you know how to get around, let's get some data in your account! The first thing to do is install a Workspace.