Before adding other users to your Perdoo account, it's best to first create a group for them. That way, when they login for the first time, it's easier for them to find their way around Perdoo.

Step 1: Create your first group

Adding Groups is an opportunity to involve the entire organization and transparently share what's being worked on across teams. 

Bigger, more robust organizations might have additional complexity because their structures often include several layers (ie. business units, departments, teams, sub-teams). A Group in Perdoo can be a team or department, depending on your org chart. 

Creating a Group in Perdoo means that you are opening a space for a team or department to add and update OKRs and KPIs. You'll only need to add the groups who are involved in the OKR program and accountable for ensuring KPIs stay healthy. 

If you have these layers, make sure to be consistent across the entire organization and apply the same criteria for what you consider a department vs. what you consider a team. 

To create a Group:

  1. Click on Configure
  2. Select Groups
  3. Click on Add Group
  4. Add a Name
  5. Select a Group Type
  6. Add a Group Lead
  7. Add Group Members (Only Group members and Admins will be able to add OKRs to this Group)
  8. Click Submit

To learn more about KPIs in Perdoo, make sure to check out this article.
If you’ve added yourself as a group member, you’ll see that the group now appears on the left menu.

Step 2: Invite team members

If you create the groups before you invite new users to your Perdoo account, you can immediately add those new users to the right groups. 

You can also add users to Perdoo without them receiving an invite (and thus without them being able to access your Perdoo account).

To invite Users:

  1. Click on Configure
  2. Select Users
  3. Click on Add user
  4. Add Email, first and last name and Group the user will belong to
  5. Select a Role for the user
  6. Send invite --> Yes
  7. Accept the Terms of Service
  8. Click on Submit

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