Add users to Perform & Engage 365 manually

Introduction

Required role: Super admin.

If you want to add a small number of users, such as new starters, to Perform & Engage 365, you might choose to add them manually.

Add Perform & Engage 365 users manually

1. Select Organization > Manage. The Users with no manager (top of organization) page opens.

Here, you'll see the organization structure as it's configured in Perform & Engage 365.

2. Scroll to the bottom of the screen and select Add new users. The Add new users to team dialog opens.

3. Enter the new user's First Name, Last Name, and Email address.

4. To add more users, select Add another and repeat step 3 for each one.

5. Keep the Check-ins enabled checkbox selected if you want the new users to be included in future scheduled check-ins and to be able to submit ad-hoc check-ins straight away.

6. If you want to enable the user accounts and send invites to new users, select the Enable users and send invites now checkbox. If you choose to enable user accounts and send invites later, you can do so by following the steps in Activate new users and invite them to Perform & Engage 365.

7. Select Create. You return to the Users with no manager (top of organization) page. New users are displayed here.

8. Move the new user to the correct team. For more information, see this article.

The user will be added to the selected team and will report to the manager of that team.

9. To assign a department group to the new user, hover over the Departments column in their row and select Edit (the pencil and paper icon). The Assign Departments dialog opens.

10. Select the Primary department and any Other relevant ones from the drop-down lists.

11. Select Save.

Activate new users and invite them to Perform & Engage 365

If you chose not to activate new user accounts when you created them, you can activate them manually. When you activate an account, the user receives an invitation to join Perform & Engage 365 via email.

1. Select Organization > Manage. The Users with no manager (top of organization) page opens.

2. In this top level view, find the manager who is at the top of the hierarchical structure for the new user.

3. Select the View <manager's name>'s Team icon on the right-hand side of the manager's row. This opens a page that shows the structure of the selected manager's team.

4. Repeat step 3 until you reach the new user's team.

5. Select Activate user in the Name column of the new user's row. The Activate user dialog opens.

6. To activate the user's account, YES. Otherwise, select CANCEL.

If the user doesn't respond to this initial invite, you can resend the invite.

To resend the invite:

1. Repeat steps 1 to 4 (above) to find the the new user.

2. Select Re-send Invite in the Name column of the new user's row.