TABLE OF CONTENTS


When you select a workspace, the main area (excluding the Header and Sidebar) displays tools and information specific to that workspace.



In each workspace you have five main pages: 

  • Dashboard
  • People
  • Objectives
  • Tasks 
  • Assessments


People


The People page lets you learn about the people in your workspace: their profile information, roles, teams, positions, main responsibilities, OKR progress etc.


People List

On the left side of the People page, you'll find a list of everyone in your workspace, showing their names, profile pictures, roles (displayed as green badges on their pictures), and their positions (if assigned).


You can also use the following options on the top of the people list:

: Invite new members to the workspace (Available to Owners/Admins)

: Filter your list by names, roles, skills, gender, or team membership

: View Profile Completion Status for each member and send reminders to complete their profiles if needed. (Available to Owners/Admins)

: View Workspace Profile which reflects collective skill sets, availabilities, and personality types of all the people in your workspace.

: Search for a person's name or part of the name to quickly find him/her.




Invite New Members

Owners and Admins can invite new members at any time after the workspace has been created. 

To do this, go to the People page in your workspace and click the icon at the top of the People list.



There are two ways to invite members:

  1. Share the link: Select “Anyone with the link”, copy the provided link, and send it to the people you want to invite.

  2. Invite individuals directly: Select “Only invited people”, then enter the names and email addresses of the individuals. An invitation email will be sent. You can also invite multiple people at once by importing a CSV file containing all their emails.


In either case, members will join the workspace as soon as they click the link. If they don’t already have an account, they’ll be prompted to create one.



Workspace Profile 

Workspace Profile provides an overview of your workspace's composition and dynamics —a collective view of all members’ skill sets, availability, and personality types, based on their individual profiles.

To view the Workspace Profile, go to the People page in your workspace and click the icon at the top of the People list.




Individuals' Profiles

Click on a person’s name in the People list to open individuals profile, where you can:

  •  View their profile details – including their contact information, skill sets, availability, personality type, and performance badges. 
  • Send them an in-app message.
  • Invite them to an existing team (depending on the workspace setting)



  • Check out their detailed performance insights and useful activity information under “More Information.” 



Roles

There are four roles — Owner, Admin, Member, and Viewer — each with different permission levels.

Hover over the green badges in the People list to see individuals' roles.

By default, the workspace creator is the Owner, and everyone else is a Member. However, Owners and Admins can change roles by clicking the “⋮” icon next to a person’s name in the People list.


Viewer

Viewers are the most restricted role in a workspace. They can only see the work progress and cannot contribute or make any changes.


Member

Anyone who joins a workspace has a member role by default. 


Members can:

  • Edit/delete organization positions
  • Create/edit/delete objectives and key results
  • Create/edit/delete tasks
  • Report KR progress
  • Send messages to individuals or create group messages


Members MAY be able to (depending on the Workspace settings set by the owner):

  • Create/assign organization positions
  • View other people's profile
  • Create teams
  • Access Team Formation Assistant
  • Assign others Tasks/ OKRs 
  • Create/edit/delete tags
  • Access CSV files for KR reports and assessment results
  • Send assessment reminder
  • Create/assign assessments
  • View archived Tasks/ Assessment/ OKRs


Members cannot:

  • Remove the workspace 
  • Change the workspace settings
  • Invite/remove people to/from the workspace
  • Change roles
  • Create workspace group chat


Admin

An owner can promote a member to an admin to give them more control. 

Admins access will not be limited by the workspace settings. 

In addition to all member's permissions, an Admin can:

  • Change workspace settings
  • Invite people to the workspace
  • Access Team Formation Assistant
  • Create custom criteria for team generation
  • Pin a(n) objective/task/assessment for all members 
  • Create/edit/delete tags
  • View/restore archived Tasks/ Assessment/ OKRs
  • Access CSV files for KR reports and assessment results


Admins cannot:

  • Remove/archive the workspace
  • Remove people from the workspace
  • Create workspace group chat
  • Change roles


Owner

The Owner role is automatically assigned to the workspace creator by default. However, an Owner can change their own role or assign the same role to others, allowing a workspace to have multiple owners.

With full permissions, in addition to Members and Admins access, an Owner can additionally:

  • Remove/archive the workspace
  • Remove people from the workspace
  • Change roles
  • Create workspace group chat


Some permissions depend on the workspace settings, adjustable by the owner/admin, such as the control on creating/managing teams, creating and assigning tasks for others, or being able to see other teams or others work.


Teams : Create and Manage  

You can create teams within your workspace to organize work more efficiently by assigning tasks or assessments to entire teams instead of individual members.


Depending on the workspace settings, team creation may be available to everyone or restricted to admins and owners.


Teams can be formed manually by selecting members yourself or automatically using the Team Formation Assistant, which builds teams based on your chosen criteria.


Create Teams Manually



To create teams manually:

  1. Click on the People page, 
  2. Click on icon on top right corner,  select a name for your team, and click Create,
  3. On Teams tab, select your team,
  4. Select people you want to add to the team from People list,
  5. Click Add to a Team button


To add people in a team, you can also try drag and drop.


Team Formation Assistant

Team Formation Assistant uses AI technology to generate well-matched teams based on individuals’ profile information.


To create teams automatically using Team Formation Assistant:

  1. In the People page, click Team Formation Assistant to open the modal.

  2. Choose who to include: all members in the workspace, everyone except owners/admins, or specific individuals.

  3. Select the criteria for team creation. For each one, decide whether to prioritize diversity or similarity, and set its weight.

  4. Click + Add Custom Criteria to create new criteria. (These will appear in members’ profiles — make sure members complete them before generating teams based on them.)

  5. Set how many teams you want and how many members per team.

  6. Choose between Fast (quicker but less precise) or Precise (slower but more refined) generation.

  7. Click Generate to preview your teams. You can regenerate as many times as needed.

  8. Once satisfied, click Confirm to finalize team creation.



You can always check the previous team suggestions by Team Formation Assistant using the Historybutton on top right.


If the Team Formation Assistant is disabled, make sure the workspace setting “Teams can be created by” is set to Owner/Admin. When this setting is set to Everyone, the Team Formation Assistant will automatically be disabled.(Workspace settings are adjustable by the owners/Admins.


Teams Tab

On Teams tab in People page, you can see all the existing teams with their members. 


On the header of each team you can:

edit the team's picture or name,
View the Team Profile, request join, or send team an in-app message
delete a team
View and manage individual's objectives
remove a member from a team



Team Profile

In Teams tab, click onon the top of a team to overview the team’s Profile. Team Profile provides an overview of your team's composition  — collective skill sets, shared availability, and personality distribution.



The more diverse the members’ personalities, the more complementary and well-matched the team will be.


4 Ways to Add/Join a Team

There are several ways to add members to a team:

  1. Add From the Teams Tab: Go to the Teams tab on the People page. Select the desired team, choose one or more members, and click Add to a Team.

  2. Add From the Org Chart Tab: If a person appears in the Org Chart, click + Add to a Team to assign them. If they’re already in a team, you can still click their team name to see a list of all existing teams and add them to another team. (You’ll be asked whether to remove them from the previous team or keep them in both.)

  3. Invite via a Member’s Profile: Click a person’s name in the People list to open their profile, then click Invite to Team. The Member will receive a notification for your invitation and will be added once they confirm. (Availability for members depends on workspace settings.)

  4. Request via Team Profile: Members can view teams' profile in Teams tab and send a Join request to the team. (Availability for members depends on workspace and Team settings.)


Org Chart Tab


On the Org Chart tab, you can view your team’s structure, along with each individual’s responsibilities and progress. It promotes clarity and transparency across the workspace.


Create an Org Chart

You can quickly create your organization’s structure. To do so:

  1. Select your workspace from sidebar 
  2. Go to People page > Org Chart tab
  3. Click in the top-right corner to open Add Position modal.


  4.  Enter the position name, assign it to an individual, and select its manager if it has a higher rank.
  5. Finally, set the privacy level for the objectives assigned to this position— this option is available only if the workspace setting “Members can access” is set to “Their own work only.” Otherwise position's objective is visible to everyone.
  6. Click create.


On your organization chart, you can overview each members’ teams, objectives, and objective progress as well.




Manage Teams in Org Chart

In the Org Chart, you can see which team(s) each person belongs to — and who does not belong to any team. 


To add someone to a team (Availability for members depends on workspace settings):

  • If the person isn't in a team, Click "+ Add to a team" and choose a team,
  • If the person belongs to a team, click their team’s name to view a list of the existing teams, and  select one. You’ll be asked whether to remove them from the previous team or keep them in both.

To create a new team or remove a person from a team use "Teams" tab.


Check Objectives in Org Chart

Click onicon to overview the objectives assigned to each position. (Read more:  Objectives & Key Results)


Access to others' objectives can be limited through workspace settings or position settings managed by the owner/admin.


Org Chart Tree View


At the top of the Org Chart, you can toggle between List View and Tree View. The Tree View provides a clearer visual representation of your organization’s structure.

In tree view you can:

  • Hover on the progress bar on each position card to check individuals objectives.






Related Article: Tasks

Related Article: Assessments

Related Article: Objectives & Key Results