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

A group in Perdoo can be a department or a team.

To create your first group:

  • Go into Configure and navigate to the Groups tab
  • Click on + Add Group
  • Follow the steps in the wizard:

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 in your left sidebar.

 

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 add a team member:

  1. Go into Configure and navigate to the Users tab
  2. Click on + Add Users
  3. Follow the steps in the wizard:


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