IMPORTANT:

  • To add users to your Perdoo account, you need to have admin rights.
  • If you don't want your colleagues to gain access to Perdoo yet, don't worry — you can add them without sending them an invite.
  • Scroll to First user in Perdoo, if you're the first person in your account.
  • Scroll to Invited by a colleague, if you've been invited to Perdoo by a colleague.

First user in Perdoo

We recommend you to first invite group leads (eg, department heads, team leads). Group leads can invite their group members.

Group leads are usually end responsible for all the goals assigned to their group. For example, the Head of Marketing is end responsible for all the KPIs and OKRs assigned to the Marketing group in Perdoo.

To invite group leads:

  1. Click on Configure
  2. Navigate to the Users tab
  3. Click on Add user
  4. Add email (mandatory) and personal details (optional)
  5. Did you already create the group? Select the group this user belongs to.
  6. Select a role
    Group leads should have admin or superadmin rights.
  7. Set Send invite to 'No' if you don't want the user to access Perdoo.
    You can send the invite at a later point.
  8. Accept the Terms of Service
  9. Hit Submit
  10. Set the user as the group lead (go the Groups tab in Configure, and edit the group he or she should lead).

Invited by a colleague

Follow the instructions below, if you'd like to add your fellow group members to Perdoo.

To invite group members:

  1. Click on Configure
  2. Navigate to the Users tab
  3. Click on Add user
  4. Add email (mandatory) and personal details (optional)
  5. Select the group this user belongs to
    Assuming your group was already created.
  6. Select a role
    Group members should have standard or admin rights.
  7. Set Send invite to 'No' if you don't want the user to access Perdoo.
    You can send the invite at a later point.
  8. Accept the Terms of Service
  9. Hit Submit
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