Manage Users & Teams Guide

👤 Users

➕ Add New User(s)

1. Click + Add New User in the top right corner.

2. Select workflow for the new user:
1. Send assessment (recommended) - Sends the assessment to the new user so your company has their motivational profile and they get Peak Coach access.
2. Add to ongoing assessment - adds them to a currently active assessment (if applicable).
3. Add as an admin - grants admin panel access only.
4. None - adds the user with no workflow.

3. Enter the new user’s information:
1. Name - required.
2. Email or Phone - required.
3. Job Title - optional (only with send assessment workflow).
4. Gender- optional (only with send assessment workflow).

4. To add multiple users, click Add Another User and repeat step 3.

5. When ready, click Add Users or Add Users and Send Assessments in the bottom right to confirm.

🚫 Deactivate User(s)

1. Use the search bar to find the user you want to deactivate.

2. Click the three dots (on the right).

3. Click Deactivate User.

4. Click the red button to confirm deactivation.

👥 Teams

➕ Create a New Team

1. Click + New Team in the top right corner.

2. Enter a team name.

3. Select a team leader.

4. Search for users to add to the team.

5. Click the + symbol next to each user to add them.

6. Click Save and Close to confirm.

✏️ Edit an Existing Team

1. Search for the team you want to edit.

2. Click the three dots (on the right).

3. Click Edit Team.

4. Make your changes - you can update the team name, team leader, or add/remove users:
1. On the left side, click + to add users.
2. On the right side, click - to remove users.

5. Click Save and Close to confirm.

🚫 Deactivate a Team

1. Search for the team you want to deactivate.

2. Click the three dots (on the right).

3. Click Deactivate Team.

4. Click Confirm to complete the deactivation.