Adding your coworkers to Perdoo is very simple. You can invite individual users, or add them in bulk using .csv or our API. Below we'll run through how to add individuals. We'll then discuss who you should add to Perdoo, and when.
Important pointers
To add users to your Perdoo account, you need to have Admin rights.
Don't want your colleagues to gain access to Perdoo yet? You can add them without sending them an invite (see step 7 below). 👍
Add individual users
Navigate to Users in the left sidebar.
Click on + Add user.
Add email (mandatory) and personal details (optional).
Did you already create the Team? Select the Team this user belongs to. Alternatively, type the name of the Team here to create it.
Select a role.
Team leads should have Admin or Superadmin rights. Team members should have standard rights.If you don't want the user to access Perdoo immediately, set Send invite to 'No'.
You can send the invite at a later point.*Accept the Terms of Service.
Hit Save.
To set the user as the Team lead, go to the Teams tab in Configure, and edit the Team they should lead.
* If you want to get a head start by adding other users into the system, but you're not ready to invite them yet, you can still add them by selecting "No" under the Send invite option. The user will be added as Reserved and ready to be invited once you're set up. Please note that users with Reserved status are counted as active licenses.
* NOTE: You can also invite users when creating Teams or goals. Simply enter their email into the relevant field eg. goal "lead" or Team "member."
Who should you add to Perdoo? And how to invite them?
Anyone participating in your OKR program should be able to access Perdoo. Depending on how you're defining your program, especially if they'll:
Lead an OKR
Own Initiatives
Be accountable for results
Update progress
Introduce Perdoo
Before you start sending out those Perdoo invitations, introduce the system to the Company so that it doesn't catch everyone off guard. (Check out our guidelines and implementation resources.)
Land and expand
Start by first adding the Executive team that will create Company OKRs along with the people who will be administrating the account. Once they understand both OKRs and Perdoo, you can continue with the rollout.
Learning OKR and adopting a new tool takes time, so we recommend to gradually invite users instead of massively inviting everyone. Start with Executives, then move to Team leads (or choose 2 or 3 teams to begin with), and then continue in batches until you've covered the entire organization.
Release the invitations once selected users have completed the OKR & Perdoo training and are ready to create and add their OKRs.
Next article in the quick start guide: Add OKRs & KPIs
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.