How to create a new user

To add a User click on the ellipsis or 'More’ and select ‘Users’. The space to the right will fill with a list of existing users. At the top right of this space is a '+' sign. Click it, and the Create User form will appear on the right hand side of the screen. Find it here.

Each user must be assigned their Permissions. There are four, in the dropdown:

  • Restricted User: Guest; they can change only things they’ve created for themselves and view their team’s goals and projects.
  • User: Employees; they can change their own KPIs, OKRs and tasks, including team goals which are assigned to them.
  • Team Admin: Managers; they can change their own and their Team’s world.
  • Site Admin: Ultimate power; usually just you and your team.


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