When setting up your Perdoo account you might want to start by first adding the Executive team that will create Company OKRs along with the people who will be administrating the 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

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 setup.

Note: Users with reserved status are counted as active licenses.

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