ℹ️ Available on all plans.
Users are the people in your Perdoo account. Add everyone who takes part in your OKR program, invite them when they're ready to start, and archive them when they leave.
Add a user
ℹ️ This requires Admin or Superadmin rights.
Go to the Users list and click + Add user (1).
Enter the user's Email (2). First name, Last name, and Job title are optional, but they help others recognize the user.
Select a Role (3): View-only, Standard, Admin, or Superadmin. See Roles & rights.
Optionally, select the Teams (4) the user belongs to.
Choose whether to Send invite (5). Select No to add the user now and invite them later.
Optionally, select the user's Manager (6) and Performance Reviewer. If you leave Performance Reviewer empty, the manager is used.
Click Save (7), or click Add another to save and add the next user.
A user you add without an invite gets the status Reserved. Reserved users count as billable users, just like active users.
💡 You can also add someone while creating a team or goal. Type their email address in a field like Team members or Lead, and select Invite.
To add many users at once, see Import users and Teams.
Send or resend an invite
ℹ️ This requires Admin or Superadmin rights.
Invite a Reserved user when they're ready to start, or resend the invite to someone who hasn't activated their account yet.
Go to the Users list.
Click the kebab menu next to the user and select Send invitation (2).
To invite several users at once, select them with the checkboxes, open the actions menu at the top of the list, and select Send invitation. Sort the list by Status to find all Reserved users quickly.
Edit a user
ℹ️ This requires Admin or Superadmin rights.
Go to the Users list.
Click the kebab menu next to the user and select Edit user (1).
Change the Email, name, Job title, Role, Teams, direct reports, Manager, or Performance Reviewer.
Click Save.
Users can update their own name, job title, and picture in Profile and personal settings.
Set a user's manager
ℹ️ This requires Admin or Superadmin rights.
Managers can follow the goals and progress of their direct reports. See Managers.
Go to the Users list.
Click the kebab menu next to the user and select Edit user (1).
Select the user's Manager. To set it the other way around, edit the manager and add people under My direct reports.
Optionally, select a Performance Reviewer if someone other than the manager reviews this user.
Click Save.
Archive or restore a user
ℹ️ This requires Admin or Superadmin rights.
Archive a user when they leave your company. Archived users can't log in, and you aren't charged for them. Their goals stay in place, and they remain the lead of those goals.
Go to the Users list.
Click the kebab menu next to the user and select Archive user (3).
Click Archive.
To restore an archived user:
Go to the Users list and click Show archived at the top right.
Click the kebab menu next to the user and select Restore user (1).
Click Restore.
The user gets back their previous status, for example Active or Reserved, and counts as a billable user again.
💡 To archive or restore several users at once, select them with the checkboxes and use the actions menu at the top of the list.
Delete a user
ℹ️ This requires Admin or Superadmin rights.
You can only delete a user after archiving them. Deleting a user can't be undone. Their goals stay in place, but they show Deleted user as the lead.
Go to the Users list and click Show archived at the top right.
Click the kebab menu next to the user and select Delete user (2).
Type delete forever.
Click Delete.
Good to know
Who should we add to Perdoo?
Add everyone who leads goals, owns Initiatives, or updates progress. Companies that give all employees access tend to be more successful with strategy execution, so consider View-only licenses for everyone else.
Should we add everyone at once?
We recommend a gradual rollout. Start with your Executive team and the people who'll administer the account. Then add Team leads or two or three teams, and continue in batches until you've covered the whole organization.
Which users are billable?
Active and Reserved users are billable. Archived users aren't, and View-only users are counted separately. You can see both counts at the top of the Users list.
What happens if we add more users than our plan includes?
You can add users in Perdoo at any time. You're then charged a prorated amount for the rest of your subscription term. For example, if your annual subscription started on January 1 and you add 10 users on July 1, you pay for those users for 6 months. Your whole subscription then renews on January 1.
Someone already has their own Perdoo account. Can we add them?
An email address can only belong to one Perdoo account. The user first needs to delete their other account. Data from that account can't be moved to yours.
Do Reserved users get notifications?
No. Reserved users don't get email notifications, for example when they're made the lead of a goal or added to a team.
How do I replace a user with someone else?
Archive the user who left and add the new person. Then change the lead of the goals the previous user led.
Can I update many users at once?
Yes. Superadmins can use the API to update users in bulk, or import users from a file.
Can I export a list of all users?
Yes. Click CSV export at the top of the Users list.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.